The most proficient creators of financial value in the country.

Our Beginnings


Paul Greenwood and Christine Muecke established WealthSpan in 2010.

They have more than 30 years of combined experience in the field of financial services having held roles ranging from junior administrators to senior executives with major organisations.

In order for WealthSpan to live up to our philosophy, the business had to be structured in a particular way. From day one, WealthSpan has been independently owned and is therefore free from any product manufacturer’s influence. Likewise, WealthSpan makes no financial products of our own, preferring instead to be expert in product research enabling us to choose the best-suited products the industry has on offer. Which is good, because if we did manufacture our own products, we might be tempted to just always choose them.

WealthSpan is Melbourne based. Our financial planning goal is to grow client wealth – and to protect it– by using experienced Melbourne financial planners and the best financial planning tools.  For every dollar paid in professional fees, our planners generate many multiples for our clients.

We provide measureable financial planning advice with our focus on client value.

Financial planning success, or client value, is measured by;

We are happy to compare our return on client investment with all Melbourne’s financial planners!

Paul Greenwood - Founder

 

View Paul Greenwood's profile on LinkedIn
[paul_greenwood.jpg]

Paul Greenwood commenced in the financial services industry in the early 90’s and is one of this country’s most experienced financial advisors. Paul’s career has taken him to the United Kingdom and has seen him hold directorships and senior management positions in a number of very successful financial advisory firms.

Paul spent four years at Aviva (Norwich Union) in a variety of leadership and sales management roles before leaving to re-enter private practice in 2004.

Paul’s experience incorporates all aspects of running a successful independently owned financial planning practice. As WealthSpan’s founder, Paul remains focuses on advising clients, the firm’s strategic direction, new solution development and promotion.

Paul lives in Melbourne, is married with two young children and enjoys boating and attending to his small central Victorian acreage.

WealthSpan's View

WealthSpan is an organisation in turbo charged creation mode. It carries our inspirations and our passions. We are very proud of the way we go about creating value for our clients. [cquote.png]

Client Experience

When you deal with WealthSpan, you're dealing with a private business. You have access to the business owners. That's important. [cquote.png]

Client Experience

I had the great privilege to work with Paul for over 7 years, he as a senior manager with an international fund manager, myself as a consultant to him in that role. He's an achiever: he not only achieves results for his clients, he insists everybody else does too. His personal standards of ethics and integrity are equalled only by his capacity for hard work. If there's a person more dedicated to achieving positive results in the field of financial services, I've yet to meet him. [cquote.png]

Client Experience

When we arrived we quickly realised Melbourne was different. In the city of Melbourne financial planning was everything. Melbourne was about planning for now, the future and it was about planning to make the middle bit stress free. We needed a local Melbourne financial planner! [cquote.png]