Glenn Doherty

Jigsaw Private Wealth

Gold
22 Yrs Experience
Goodwood, SA 5034

Hey there, Glenn here.

I've been advising and helping clients in the pre-retirement/retirement space for 20yrs.

I've worked in different organisations from Trustee Companies/Banks/Credit Unions and partly owned a Large Financial Planning Practice.

I made a decision back in 2014 to depart and start my own Financial Planning Practice.  You see, a lot of the industry is still operating under the old way of doing things. 

I found while working in the last business I was involved in that there was a better way.  That there was a better way to assist clients and work in their best interests, not the other way around.  I felt that was near impossible in that business.

So I set up my own practice where the focus was on the client, not selling products.

I now solely focus on helping people that are up to 15yrs out from retirement who are aiming to be self-funded retirees.

Over the years I've walked the journey with hundreds of clients to successfully help them build the lifestyle they wanted.

Here's the thing, Retirement Planning has changed, what worked in the past is not going to work going forward.

We use an approach, that has been used for hundreds of clients over the years to help them successfully navigate live a good life now while planning for a ROCKING RETIREMENT!

We're not going to sell you a product!

We're a fee-only based Financial Practice!  We're not going to charge you a percentage of the assets we manage like most in the industry.

We're not even going to sell you our services!

You see, when we conduct our first meetings, it's all about you, mapping out the lifestyle you want (the dreams and aspirations). 

Knowing the resources you have at your disposal and working with through scenario's to work through what's possible.

You'll know at the end of this meeting whether we are a good fit, if not you walk away with a clear plan of action.  No pushy sales talk, no let's talk about our business now, this is all about you.

If we think there is a good fit, we'll let you know and if you think so as well.  We'll let you know how we can work together.

So, if you want to ROCK RETIREMENT, rather than limp into RETIREMENT, feel free to book in a time and we'll let you know what your next step is...

You can book a quick 15min ROCK RETIREMENT call here!

What will happen in this call?

We'll quickly help you diagnose where your focus needs to be and what the next step is to plan a ROCKING RETIREMENT!

What to view our latest retirement blogs? CLICK HERE>>

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 6
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Jigsaw Private Wealth

Suite 1, 50 King William Road
Goodwood, SA 5034

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Exelsuper Advice Pty Ltd

AFSL 428272