Glenn Malkiewicz profile photo

Glenn Malkiewicz

Luminosity Wealth

Gold
12 Yrs Experience
Brighton, VIC 3186

Why me?

Well, ever wondered how much money you need for the rest of your life?

Based on the life you want to live and lifestyle you wish to enjoy, my role is to help you understand how much money you need to support this.

Once I determine how much money is enough, then through Lifestyle Financial Planning, I help you accumulate it, manage it, protect it, and most importantly, ENJOY it - before it’s too late

It's Lifestyle financial planning aimed at helping you live the life YOU want without fear of ever running out of money or dying with too much, no matter what happens.

This approach adds a tremendous amount of value to the clients I serve.

Remember, LIFE IS NOT A REHEARSAL. You only have a small amount of time to do the things you really want to do. Start planning now!

We are focused on helping people aged 45+ in the following demographics:

  • Nearing retirement
  • Already retired
  • Small Business Owners
  • Families
  • Widows & Divorcees

I can be contacted on 0488 588 807 or info@luminositywealth.com.au

Outside of work it’s all about family time and having fun with my 7 year old son Ashton & 5 yr old daughter, Calyssa. When time permits my passion for sport kicks in and my love for the Western Bulldogs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

There is no cost for the 1st meeting.

Our fees depend on your circumstances and the work required to achieve the outcomes you’re seeking.

All of our fees are transparent and will be disclosed and agreed to prior to preparing any advice.

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Luminosity Wealth

Level 2, 181 Bay St
Brighton, VIC 3186

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552