Glennen Financial Planning was established to provide the people of Echuca and surrounding districts access to professional financial planning advice in a relaxed and comfortable manner.
We have been in the financial services industry for over 40 years, with combined experience of over 65 years. In this time , we have surrounded ourselves with a dedicated network of industry professionals who support our capabilities and add value to the services we provide.
We help people to make smart, informed financial decisions throughout their lives … so they can confidently make, grow and protect the funds they need to achieve the goals and lifestyle they desire.
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; involving
Income protection, Life, TPD, Trauma and Key Person Insurance
- Minimising taxation while still working; - Transition to Retirement
- Getting you ready for a comfortable retirement; - Retirement Planning
- Maximising your social security entitlements; - Centrelink
- Transitioning to aged care for you or a loved one; - Aged Care
- Assistance with your Self Managed Super Fund to ensure you have a good spread of investments in line with your Investment strategy.
- Organising your estate plans. – Estate Planning
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.
Our purpose is to help the people of Echuca and surrounding districts to achieve their financial and lifestyle goals by providing them with high quality financial advice and services.
We do this by:
- Educating and coaching them 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.
The advisers at Glennen Financial Planning are Authorised Representative’s of Ausure Pty Ltd (Australian Financial Services Licence: 238433). Ausure Financial Services is the financial planning and advice division of the Ausure group. With over 150 branches, Ausure is a nationally trusted brand for professional financial planning and general insurance advice. Each office is owned and managed by a carefully selected qualified adviser who can provide personal and professional advice in your local area.