- Locally owned – business is owned outright by Glenn
- Licenced via the Count Financial Group which provides the support services to allow us to operate compliantly and efficiently in an everchanging financial planning environment. Count has a large range of approved products and platforms we can recommend.
- Ethical – needs of the client come first
- Experienced – both Glenn & Sally have been providing financial advice successfully for over 20 years. We have experienced the highs and lows of Dot Com Bubble, Global Financial Crisis ETC and come out the other side
- Qualified – both Glenn & Sally have significant qualifications (see individual bio for details)
- Client costs are on a “Fee for Service” basis. We charge a reasonable fee which recognises the professional service we provide and fairly covers time involved in servicing clients annually. Ongoing legislative service requirements are a bit like an iceberg (clients see only a fraction of the work that is required by regulators). We do not subscribe to the “Percentage of Funds Under Management” style of charging which can result in much higher fees.
- Plain English explanation of advice and investments, we don’t jump on the latest investment fad unless it makes sense. If we can’t explain how it works we don’t use it.
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