Callum Glasby

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!

It was my first experience with a financial planner and had no idea what to expect. Callum put me at ease and stepped through the process.

Callum’s knowledge and his ability to communicate was beyond expectations.He also extended the discussion to include estate planning - which I had not considered in any detail. Callum even attended the meeting with solicitors to work out the best plan re estate planning and Enduring Power of Attorney etc

Many thanks Callum for assisting me and giving me peace of mind.