Callum Glasby

I have been a client of Callum’s for years and think couldn’t be better at doing his job. He pays careful attention to my personal situation and takes this into consideration in all his research and planning. He helps me understand my financial goals better and provides very through full and comprehensive advice. He makes understanding complicated financial information really easy and is readily available to answer any queries. He has great knowledge across a wide range of areas (for me specifically we have worked on superannuation, other investments, insurances and tax minimisation) but is forthright enough to acknowledge if something is new territory for him. He does a great deal of research to get up to speed if needed, and always acts with my best interests in mind. I wouldn’t be in the comfortable financial position I am in without his help. I would recommend Callum to anyone wanting some honest to goodness financial advice.

We recently sought financial advice to help my parents transition to a care facility and manage the sale of their property. The experience was exceptional. The financial advisor, Callum, was incredibly knowledgeable and patient, taking the time to understand our family's unique needs and goals. From the very beginning, he provided clear and actionable advice on maximizing my parents' retirement savings, guided us through the complex process of selling the family home, and to chose a strategy for RAD Age care.

What stood out the most was their personalized approach. We felt comfortable and informed every step of the way. Thanks to their guidance, my parents are now financially settled in their new situation and can enjoy their retirement without added financial worries. We couldn't be more grateful for the support and expertise we received. If you're looking for financial advice, we highly recommend their services.

Callum has a genuine interest in getting to know you and your individual needs from this comprehensive planning experience. Callum’s years in the industry shine through with his understanding of everyone’s varied needs and expectations.

Callum has been absolutely fantastic in helping us with every aspect of our financial planning. He's provided invaluable advice on superannuation, tax minimisation, and has guided us with incredible insurance products that have given us peace of mind. Callum is always quick to respond and keeps everything running smoothly, while his home visits have made managing our finances so much easier.

His support has been nothing short of exceptional, from simplifying our tax strategies to helping us protect our future. He even connected us with trusted brokers for both our mortgage and vehicle needs. His dedication, reliability, and care have been a huge help, and we’ve recommended him to many of our friends and family.

If you're looking for a team who genuinely goes above and beyond, Callum is the best in the business!