Financial Planner
Glass Wealth Planning offers straight shooting investment advice for motivated individuals who want control of their financial future. Our advice covers Super, insurance, investing and SMSFs. Even if you do not feel you're in a position to start building wealth, we can assist with budgeting and debt management using the latest apps that will keep to on track. By working with the best Fund Managers, those who we handpick and use ourselves personally, you can be rest assured your precious investments are in good hands. Moreover, to ensure your path to financial freedom is not derailed, we can help set you up with the right insurances, such as income or trauma protection, so your income continues even if you’re unable to work temporarily. Our clients who seek to invest in property rather than stocks benefit from our assistance in establishment of an SMSF. Whatever your needs, we become your money concierge, taking care of any actions required to put you in the best possible position now, for the future.
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