Glenn has operated for over ten years a successful Financial Advice business to clients focussed upon the Northern Beaches precinct of Sydney.

A holistic financial planning service is provided to all age groups including:
o Tax (financial) advice
o Wealth Accumulation strategy and advice
o Share Market investment strategy and advice
o Debt minimisation strategy and advice (clever use of Loans)
o Gearing strategy and advice
o Tax minimisation strategy and advice
o Asset protection strategy and advice
o Life, trauma and income protection insurance advice
o Retirement planning strategy and advice
o Superannuation and rollover strategy and advice
o Self Managed Superannuation Fund strategy and advice
o Social Security advice
o Estate Planning advice
o Corporate Superannuation advice

Importantly, the area of Self Managed Superannuation is an area of specialisation, and following recent legislation announcements, now provides many tax effective investment and lifestyle solutions for clients including a very wide choice of investment options – notably including the purchase of direct property.

As a “Fee for Service” adviser, Glenn prefers to be paid for the work undertaken just like any other professional service provider, and when paid in this manner, rebates all commissions upon managed funds and similar investment products within the Financial Advice business. In this way you always know the advice is impartial and focused upon your specific needs and requirements and not influenced by other factors.

Importantly, Direct Property may be included within the overall investment strategies where appropriate and hence this asset class is often included within the recommendations provided where appropriate. Appropriate referrals will be provided to licensed Real Estate Agents and partners when requested.