At Green Leaf Wealth, we endeavour to give our clients the peace of mind that comes from having an expert guiding them through their financial affairs. We work hard at helping clients understand their current position and the impact of each strategy, to help clients have confidence that their funds are being stewarded with intentionality and purpose.
Mark Boyd, Director and Senior Financial Planner, established Green Leaf Wealth in 2018. Based in an office in Bridge St, in the Sydney CBD, Green Leaf Wealth has clients in most states and territories throughout Australia and a few living overseas.
We guide our clients through the myriad of legislation, changes, proposed changes and general noise in the financial media and keep clients focused on their goals with our disciplined investment approach.
We partner with a network of trusted professionals in the accounting, mortgage broking and estate planning fields to augment our offering and ensure our wealth management offering is truly comprehensive.
We have provided advice to many clients going through transitions in their life, whether it be planning their retirement, the passing of a generation, managing inheritances and the distribution of family wealth. We help clients understand their new circumstances and how to use their wealth to achieve the financial outcomes they want in life.
Green Leaf Wealth is not owned by any bank or financial institution. We are licensed by the privately-owned Infocus Securities who, like Mark, are passionate about providing advice that first and foremost meets our clients goals and puts them in the optimal position to face the future, whatever it may hold.
Director and Senior Financial Planner
B.Com Adv Dip CA
Adv Dip Fin Plan JP
Mark has ten years experience in the financial services industry working in the disciplines of accounting and financial planning. After a number of roles in Christian organisations, Mark worked for a Sydney-based accounting practice with a focus on individual tax returns and self-managed superannuation fund (SMSF) audits.
Mark moved into financial planning in 2014, completed the Chartered Accountants program and undertook further study in Financial Planning while working as a Paraplanner and Practice Manager.
Mark works with clients to understand their goals in life, their thoughts and beliefs about money and their investment preferences and devises strategies that not only are they comfortable with, but give them the best chance of achieving their goals. Mark is passionate about communicating clearly and effectively with clients. He utilises easy to understand diagrams so clients can understand where they stand financially and the strategies being recommended.
Client Service Officer
Andrew has been working in the financial services sector since graduating from Macquarie University with a Bachelor of Economics
As Client Service Officer, he manages the implementation process to ensure strategies are implemented smoothly.
Our office is located on Bridge Street, close to the corner of George Street. The nearest train station, Wynyard, is a 5 minute walk. Circular Quay train station and ferry wharves are within easy walking distance too. The closest light rail station is Bridge Street.
The closest street ticketed parking is available in Harrington St, between Grosvenor St and Essex St. There is also a parking station at 37 Pitt St, Sydney.