Malcolm Penglase

Malcolm Penglase, Senior Financial Planner at GDA Group

With over 20 years of experience in financial planning, I’ve had the privilege of helping individuals and families make confident, informed decisions about their financial futures. Whether your needs are straightforward or more complex, I believe that clear, concise advice is the key to setting and achieving meaningful goals.

Throughout my career, I’ve worked with people at all stages of their financial journey—from those just beginning to plan, to those actively building wealth, and those preparing for or enjoying retirement. My broad experience allows me to tailor strategies that suit your unique circumstances, values, and aspirations.

What matters most to me is building a lasting relationship based on trust. Financial planning isn’t a one-time event—it’s an ongoing process that evolves with your life. I take the time to understand what’s important to you, and I’m here to guide you through each step with clarity and care.

I specialise in pre and post-retirement strategies, helping clients feel secure and empowered as they transition into the next phase of life. I know that financial wellbeing is about more than just numbers—it’s about peace of mind and the freedom to enjoy what matters most to you.

If you’re looking for a financial adviser who listens, simplifies the complex, and provides advice you can rely on, I’d be honoured to work with you.