1. Have we achieved your short-term financial goals and are you on track for medium and long-term success?
  1. How will we monitor and analyse the results of your financial strategy and within what timeframe?
  1. What steps are required to align your financial and lifestyle/organisational goals?
  2. What is a reasonable timeframe for implementing your financial/business developmental plan?
  1. What is needed to achieve your financial goals?
  2. What are your means for (and potential barriers to) achieving your goals?
  3. What is your risk appetite?
  4. How should you structure your business to maximise growth and profitability?
  5. By what method and in what timeframe will we seek to achieve your lifestyle/organisational and financial goals?
  1. What is your current financial position?
  2. What are your short term needs and medium and long-term financial goals?
  3. How do your financial goals fit with your lifestyle/organisational aspirations?


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contact us

The Lee Green team has services, expertise and experience to help you make the right financial decisions for you or your business. Please contact us:

T: (08) 8333 3666
F: (08) 8333 0666


190 Fullarton Rd,
Dulwich SA 5065

Postal Address: PO Box 218
Kent Town SA 5071

Lee Green & Co Pty Ltd ACN: 008 215 094 ABN: 76 008 215 094


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Lee Green & Co is a member of leading global accounting network, Russell Bedford International.