I am passionate about helping my clients achieve their financial goals and navigate the complexities of investing and financial planning. I have developed a unique coaching-style approach to financial advising that is grounded in trust, education, and nurturing client relationships.
I strongly believe in empowering my clients to take control of their finances and make informed decisions about their money. Through personalised coaching and support, I work closely with each client to understand their unique goals and objectives, and develop tailored strategies that perfectly fit their needs.
One of my primary goals is to help break the cycle of women retiring with 42% less superannuation than their male counterparts. I am dedicated to helping women build the financial skills and confidence they need to take charge of their financial futures and achieve long-term financial security.
My focus on personalised, individualised advice sets me apart. I spend additional time getting to know my clients and their financial situations intimately, in order to provide the most accurate and effective advice possible. I believe that this level of attention and care is crucial to helping my clients achieve their financial goals and succeed in the long term.
If you're looking for a financial adviser who is committed to providing a nurturing, empowering client experience, I would be delighted to work with you. Let's work together to build a brighter financial future for you and your family.
Olivia Glare | Women in Finance Awards Finalist 2022 & 2023
I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring lady who always found time to respond or see me regarding my queries.
I met with Olivia to discuss my financial adviser needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her professionalism and passion for her work is commendable.
Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure i understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.
Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of what our retirement earnings will look like and strategies to make this all happen. We will definitely use their services in the future!
Olivia is very sensitive to specific situations and doesn’t give one size fits all advice. We are very happy with Olivia, Rob and the whole team there who are professional and diligent with all dealings.
- Adviser status Silver
- Number of reviews 44
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Consortium Private Wealth24A Darlot Street
Horsham, VIC 3400
- 8:30am – 5:00pm Monday – Friday
Consortium Private Wealth