Glynn Pearman

Our Clients

They’re busy people who pay us to have a proactive approach towards their financial future. We respect their intelligence and strive to keep putting the best current strategies in front of them. Over the years, we will put you in a much better position than your neighbour who ‘goes it alone’.

Our Approach

We strive to be very proactive with your financial circumstances and match the opportunities available to you, with your goals. We are only interested in strategies that are proven over the long term, for example – Paying off your home, portfolio diversification, not paying too much for assets and tax minimisation.

Insurance Advice

You need your body in working condition to create income and wealth. Some clients want to insure against something bad happening to their bodies, some do not. If you want our advice it will be expert and working within your attitudes to insurance. We believe in using the basic policies and simply covering the disaster type situations, e.g. death and prolonged illness.

Our Values

We believe in –

• Excellent communication with you.
• Adding value to our relationship with you each and every year.
• Fees you control and can easily see.
• It’s not all about us; our only role is to serve YOU.
• The very best and latest training for our people.