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>>
'Over recent years Glenn has given me advice in numerous areas. More recently due to a change of career/retirement option in the near future, Glenn has been providing assistance and guidance in areas specific to my super funds, investment, the transition to retirement, tax implications and managing the 'whole' process. Glenn has been able to explain each situation using an easy to follow methodology, which gives me confidence in making decisions. Through my direct association, I believe Glenn has a high level of knowledge and experience across different financial subjects to support me as a client, I feel comfortable knowing the advice given is supported by that knowledge and experience.
Glenn has given me advice on self managed super funds, managing share portfolios and bonds. Glenn is always able to explain the management of my finances in a clear way. Through Glenn's knowledge and experience I am confident that the advice given was right for my needs.
We had a series of financial advisers that did not offer a good level of service before having Glenn recommended to us. With previous advisers we always needed to do the hard work to stay on top of things and make sure our super, insurance and investments were set up properly and working well for us. With Glenn we have had this pressure taken off and never worried about whether we are in good hands - he is the one touching base with us and reminding us of how things are tracking, rather than the other way around. We really value this personal service, reliability and attention to detail.
Glen has given me advice on our super fund. He has always explained things clearly & his advice has been accurate. We are happy with the advice we have received in the past & are confident of his care in the future.
'Glenn has given me advice over a long period of time in areas including investment and Self Managed Super Funds. Glenn was usually able to explain things to me in a clear way. Through Glenn's knowledge and experience, I feel Very confident that the advice given was right for my needs most of the time. I Usually received Glenn's full care and attention when I needed it.'
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2000
- Years of experience 22
- Bachelor of Commerce
Jigsaw Private WealthSuite 1, 50 King William Road
Goodwood, SA 5034
- 9:00am – 5:00pm Monday – Friday
Exelsuper Advice Pty Ltd