Wealth Management

Our wealth management services are at the core of our business. We realise that each client is unique and structure our plans to suit your individual needs. After an original plan is developed, we meet regularly with clients to update goals, review financial portfolios and to investigate whether additional services are needed. Our aim is to become partners for life.

When we make recommendations, our independence allows us to offer the best and most cost effective solutions available. This client-centred approach delivers exceptional value for our clients and produces better outcomes.

Our wealth management services incorporate:

Financial planning

(pre and post retirement)

Investment portfolio management

Financial life management

Risk Management

Life is unpredictable and things do go wrong. Having the right insurance to protect you against unforeseen events is essential. To give you piece of mind, GlenFin™ will source products that best suit your needs.

Products we consider include:

Long-term insurance

  • Life cover
  • Disability cover
  • Critical Illness cover
  • Income protection cover

Short-term insurance (Personal)

  • Motor insurance
  • Household contents insurance
  • Homeowners’ insurance

Estate and Succession Planning

GlenFin™ makes use of strategic partners to help clients and their families to protect their wealth through estate transition.

Estate and succession planning include:

Drafting of wills

Drafting of estate plans

Administration of deceased estates

Tax consulting

As part of our wealth management process, we align clients’ financial goals with efficient tax planning. We prepare and file our clients’ personal tax returns free of charge. Should you require more comprehensive tax services, e.g. filing of business tax returns, we can refer you to various tax experts with whom we have partnerships.