Glennen Financial Planning
Financial Services - Echuca, Victoria, Australia
Glennen Financial Planning Employees
Glennen Financial Planning Details
We help people to make smart informed financial decisions so they can confidently make, grow and protect their funds to achieve their lifestyle goals.Our vision is to become Echuca and surrounding districts' foremost provider of financial advice, renowned for our down-to-earth and caring approach, our depth of expertise, our helpful public education program and our continued success in helping our clients achieve their financial goals.We do this by:• Educating and coaching our clients on their available options so they can make informed financial decisions;• Supporting our clients with unbiased, concise and plain English guidance on making, growing, protecting and maintaining their wealth as they journey through life;• Keeping abreast of latest financial industry knowledge, conditions and strategies to ensure our clients benefit from up-to-date advice; and• Maintaining a lifetime partnership with our clients to ensure their financial objectives and lifestyle goals are ultimately met.We offer tailored financial guidance and direction to lead to the following outcomes:• Ongoing wealth accumulation planning via investments and superannuation;• Safeguarding not only your wealth and assets but protecting your family against financial difficulties;• Getting you ready for a comfortable retirement;• Minimising taxation while still working - Transition to Retirement• Maximising your social security entitlements;• Transitioning to aged care for you or a loved one;• Organising your estate plans.We enjoy helping people achieve their financial and lifestyle goals by providing them with high quality financial advice with clear guidance and direction.We are proud of the public recognition and professional awards we have received:* NAB Business Excellence Achiever award 1997;* NAB Financial Planning Rising Star;* Ausure Financial Services National Award, 2014 for fastest growing business.
