Our client success

Are we the right fit?

Here are some of the clients we’re best suited to help.

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Homeowner with untapped potential

This client is typically a homeowner still working through their mortgage, but with a relatively strong combined household income exceeding $120,000. While they’ve built solid equity in their property, they’re becoming increasingly aware that their current financial position isn’t working hard enough for them. They’re often dissatisfied with the growth of their superannuation and have little to no investments outside of their home. Their main goals are to better leverage their existing equity, optimise their cashflow, and build a more robust financial future through strategic planning and smart investing.

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Sophisticated investor

This client is an experienced investor, actively looking to expand their property portfolio. They’re financially secure but time poor, and value a streamlined, end-to-end process that cuts through the noise. Their focus is on high-performing assets in the right locations, backed by data and strategy. They’re seeking expert guidance to identify the best investment opportunities and continue building long-term wealth without sacrificing their time.

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High net worth individual seeking tax efficiency

This client is a high-income earner or business owner with significant assets and a growing tax burden. While financially successful, they’re looking for smarter ways to manage their wealth and reduce tax liabilities. They value sophisticated, tailored strategies that align with long-term goals, this being through strategic investments, tax structuring, or estate planning. Their priority is working with experts who can provide clarity, control, and high-level financial outcomes.

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Rentvestor

This client is currently renting but has managed to build over $80,000 in cash savings. They’re motivated and financially disciplined, yet feel overwhelmed by the rising property market and unsure about how to take the first step. Despite their strong position, they often feel priced out or stuck on the sidelines. Their goal is to break into the property market, begin building long- term wealth through investment, and gain clarity and confidence around their financial future.

Testimonials and client reviews

Don’t take it from us, our clients say it best

Michael Smith

GREENROCK® Advisory Client

google reviewer
GREENROCK® have been very easy to work with. The GREENROCK® experience was end to end from initial discussions about investment and financial goals to the current position. GREENROCK® has the necessary specialists with the team to look at all aspects (SMSF, loan applications, property options etc) which made it easy to engage…
google reviews

Joel Minder

GREENROCK® Advisory Client

google reviewer

Our first contact with GREENROCK®️occurred with Michael Mancuso, the founder of the company. He could give a knowledgeable answer to every one of our questions and he never forced or pressured us into doing anything. Once we committed to our investment…

google reviews

Lisa Murphy

GREENROCK® Advisory Client

google reviewer
My husband and I are in our 50’s, while not totally financially illiterate, we lacked the confidence to make positive financial decisions. GREENROCK® Advisory have a dynamic team that will guide you through with a positive and helpful manner, each with their own field of expertise. Steph Jaksch has…
google reviews
google reviewer

Con Poulos

2 months ago

Greenrock has been fantastic to work with. Their advice is clear, professional, and genuinely focused on what’s best for us. Karim, in particular, showed great insight and balance in guiding our financial decisions. We feel confident moving forward with Greenrock and highly recommend their services. 

google reviewer

richard sagar

3 months ago

I can not recommend Greenrock Advisory enough, The team have a huge wealth of knowledge and experience. Joe, Will, Steph and Chloe have been outstanding to deal with throughout the whole process of us locating, securing and building our first two investment properties. Would highly recommend to anyone

google reviewer

Brad Denoon

1 months ago

I would highly recommend Greenrock Advisory. From our very first meeting it was evident the team is very knowledgeable in their field. They took the time to completely understand our situation and tailored a great plan to suit us. Everyone we have dealt with so far have been extremely professional and seem to genuinely care about our success.

google reviewer

Peter Grygorcewicz

11 months ago

The team at Greenrock Advisory provided my wife and I with clear and concise options to maximise our equity and cash position along with reducing our tax. We are at the beginning of our journey and look forward to the results in years to come.

We strongly believe giving Greenrock Advisory an opportunity to assist you in bettering you financial position in life will pay dividends.

google reviewer

peri hortis

2 years ago

Steph & Chloe are both an asset to PGA!! They go over and above to help you with the whole process from start to finish. They both contact you on a regular basis to make sure the transition runs smoothly as possible and nothing is ever a problem for them to help you out. Their knowledge within this space is next to none. As a returned investor with PGA, I couldn’t highly recommend Steph and Chloe for all their great services.

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Craig Smith

2 years ago

Michael, Steph and the rest of the team at PGA Advisory are absolutely amazing. They guided us step by step in finding and securing our first investment property. We knew very little about the ins and outs of buying an investment property, PGA explained everything to us and always gave us different options and complete control over the decisions. We will definitely be using them in the future.

Why greenrock

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Fully Licensed and Integrated

Property, Tax, Financial Advice, Lending

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Transparent Pricing

No hidden costs, no surprises

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Strategic, Not Transactional

Every move supports the long game

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Data-backed Decisions

Not opinions, but evidence

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Relentless Execution

We follow through long after others clock out

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