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years from a self-funded retirement success story…
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Here's what our Clients Say...
Gayle Hof2024-10-29 When we first heard about Glenn and his retirement financial advice we thought we where a long way from ever being able to retire, yet we desperately wanted to get out and start really living life before it was too late. We reached out to Glenn and it was decided that we could work together, that was 4 years ago. Glenn was able to show us how we could make the most of what we had and to our surprise found we could retire well before we had ever imagined. In fact within 2 years of working with Glenn we retired and have been living our dream travelling since then. Our relationship with Glenn has always been via remote means, as we live in different states, his friendly relaxed manner on our video meetings has enabled us to develop a confident relationship with him and his team; who have manage all paperwork electronically with ease. We would highly recommend Glenn, he has given us the confidence to know what we are able to achieve in our retirement. We think the best thing about meeting and working with Glenn is that we have don’t need to stress about our finances. Glenn has been able to show us ( in easy to understand ways) what was possible and with regular check ins we are able to feel confident that we are on track and free to enjoy our retirement. Karen Goh2024-09-11 Glenn Doherty has been great for us as we first signed up to his emails and found them very informative but we were apprehensive as we are in Perth WA. However, after the initial free consultation via a phone call and then via Zoom, we felt really comfortable and confident that we could work with Glenn to achieve our Retirement goals. We had met with a few other Financial Advisors in WA so we have done our research and to date Glenn has been very helpful and responsive and nothing is too much trouble, always explaining things clearly and being in touch all the time. Thank You. Regards Tim and Karen