Glen Boath

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.

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.