Greenstone Financial Services

Greenstone Financial Services is an insurance agency based in Sydney. It was founded in 2007. The company has majority shareholders Ontario Teacher’s Pension Plan and Caisse de Dépôt et Placement du Québec (CDPQ). Greenstone launched in New Zealand a decade after its founding and expanded into Canada in late 2022. It has a presence in Australia, New Zealand and Canada.

Greenstone specialises in designing, administering, marketing and distributing insurance products through proprietary brands and partners. The company operates a Corporate Social Responsibility program called Greenstone Giving.

People dealing with life insurance policies arranged through partner brands form the bulk of the feedback for this Sydney-based agency. Accounts describe consultants as professional and straightforward to deal with, and a number of reviewers note that the process of setting up cover was handled efficiently. A recurring point in the more favourable comments is the ease of working with staff, with one describing the team as excellent to deal with.

More critical accounts centre on the conduct of representatives during telephone conversations, with several describing interactions as rushed, dismissive or lacking in empathy. Concerns also arise about underwriting questions that some felt did not explore their health history thoroughly, and about the clarity of arrangements when products are distributed under partner branding rather than directly.

Communication before and after the policy is arranged emerges as a consistent theme in both positive and negative comments. Questioning around health disclosures and the handling of renewal documentation feature in the more frustrated accounts, while the polite and efficient handling of straightforward policy enquiries is noted by others. Policyholders repeatedly raise the manner in which calls are conducted and the clarity of underwriting questions as the areas that shape their experience most strongly.