Callum Glasby

We recently sought financial advice to help my parents transition to a care facility and manage the sale of their property. The experience was exceptional. The financial advisor, Callum, was incredibly knowledgeable and patient, taking the time to understand our family's unique needs and goals. From the very beginning, he provided clear and actionable advice on maximizing my parents' retirement savings, guided us through the complex process of selling the family home, and to chose a strategy for RAD Age care.

What stood out the most was their personalized approach. We felt comfortable and informed every step of the way. Thanks to their guidance, my parents are now financially settled in their new situation and can enjoy their retirement without added financial worries. We couldn't be more grateful for the support and expertise we received. If you're looking for financial advice, we highly recommend their services.

Callum has a genuine interest in getting to know you and your individual needs from this comprehensive planning experience. Callum’s years in the industry shine through with his understanding of everyone’s varied needs and expectations.

Callum has been absolutely fantastic in helping us with every aspect of our financial planning. He's provided invaluable advice on superannuation, tax minimisation, and has guided us with incredible insurance products that have given us peace of mind. Callum is always quick to respond and keeps everything running smoothly, while his home visits have made managing our finances so much easier.

His support has been nothing short of exceptional, from simplifying our tax strategies to helping us protect our future. He even connected us with trusted brokers for both our mortgage and vehicle needs. His dedication, reliability, and care have been a huge help, and we’ve recommended him to many of our friends and family.

If you're looking for a team who genuinely goes above and beyond, Callum is the best in the business!

I’ve been a client of Rach and Callum's for a number of years now, and I can’t speak highly enough of their incredible service. As someone in my early 40s, managing finances, tax strategies, and business decisions can feel overwhelming, but Callum’s home visits for financial advice have made a world of difference. Rach is always there with top-notch support and quick responses to any questions we have.

From guiding us through tax minimisation strategies to helping us navigate the purchase of our business, Rach and Callum have been invaluable. They even connected us with a fantastic mortgage and vehicle broker and were great help with we purchased a business. Nothing is ever too much trouble – their reliability, attention to detail, and personal approach are second to none.

I've recommended them to friends and family, and will continue to do so without hesitation. If you’re looking for financial advisers who genuinely care about your success, look no further!