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 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.