Glen Boath

RetireInvest Darwin

Gold
33 Yrs Experience
Darwin City, NT 0800

As a born and bred Darwinian, I am passionate about helping Territorians to secure, grow and protect their wealth. I have been actively involved in providing financial advice in Darwin since 1989. So with over 30 years experience, I have seen plenty of change, and have developed the skills, expertise and temperament required to assist clients through life's journey, including all the ups-and-downs that come with it! Whilst adopting a holistic approach to financial planning, I specialise in delivering customised superannuation and retirement strategies to assist individuals enjoy the retirement lifestyle that they desire. We also work with business owners to structure tailored advice to ensure their hard work and business equity are protected via a range of risk management strategies.

I hold a Bachelor of Business degree with majors in Finance and Banking, and a Diploma in Financial Planning, along with being a Certified Financial Planner (CFP), which is the highest level of professional certification that a Financial Planner can achieve in Australia. I am well qualified to understand the complex - yet can explain things in simple terms. As a practitioner member of the Financial Planning Association (FPA), and recipient of the FPA Fellow Award 2010 in recognition of my outstanding contribution as Chairman of the FPA Northern Territory Chapter from 2004 to 2012, I maintain the highest professional standards and ethics.

RetireInvest Darwin also holds the Professional Practice designation with the FPA.

Typically clients are referred to us by our existing loyal client base and a range of business professionals with whom we have established a well developed network of trust over many years.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Our fees are based on the time and complexity of the advice are engaged to provide our clients. Initial advice tied fees scales are agreed and fixed prior to the preparing the advice... so there are no surprises. Ongoing advice and service fees may be a combination of tied fixed fees and asset fees for the investments under our advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 1.25
  • Number of reviews 1
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RetireInvest Darwin

Carpentaria House, Level 3, 13 Cavenagh St
Darwin City, NT 0800

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429