We help you feel safe and confident about retirement
“I just want to feel safe and know we’re going to be okay.”
That’s the standard we plan to.
Our story and philosophy
We remove uncertainty from retirement with plain‑English advice, a clear plan, and calm, consistent reviews.
Our Philosophy: Safety first, clarity always. You’ll know what’s safe to spend and why.
Our journey
Glenn’s journey began inside a trustee company, followed by roles across banks and credit unions.
In 2008, he was invited to join a large financial advice practice as a partner. Over time, he saw the industry tilt toward products instead of people.
Believing clients deserved advice built around their lives—not a product shelf—he founded his firm (Jigsaw Private Wealth) to put clients front and centre.
Today the business is advice‑led and free from product ties or incentives, so every recommendation must answer one question: Is this in the client’s best interests?
We focus on helping people within 7 years of retirement get clear on dates, income, and lifestyle, and guiding retirees through the Go‑Go, Slow‑Go, and No‑Go years.
Our approach is different in a few important ways.
We use a safety‑first planning framework with clear Spending Lanes, so you always know what’s safe to spend. We follow a Base Camp-to-Summit Roadmap and a Safe Decent rather than a “set‑and‑forget” plan, and we proactively monitor tax, super, and rule changes to keep you on track.
Meet your adviser
Glenn Doherty
- Certified Financial Planner - CFP
- Bachelor of Commerce
- Tax Financial Adviser
- Over 25 years of advising and preparing Australians to and through retirement
- FAAA member since 2000
- Licensee: Spark Advisors Australia
Outside of work, Glenn is married with two active teens. Cricket dominates the family’s summers, and he still finds time to compete in pennant tennis. He’s also known for his charcoal cooking skills.
Who we help
Most of our clients are within 1 to 7 years of retirement, ready to break free of the grind, and want to move from "I think I have enough" to "I actually know I have enough." That's where our retirement income planning delivers the most value.
We work with a limited number of households so we can stay proactive and personal. We commit to same-day responses for urgent issues and 24-hour turnaround for everything else.
Retirees who value steady guidance through Go‑Go, Slow‑Go, No‑Go years
How do we work?
From where you are to Base Camp to the Summit of retirement and safely down the other side
Before retirement
- Clarify what’s most important to you and your goals
- Run cashflow modelling to confirm you’re on track
- Optimise contributions, minimise tax and make your plan resilient
- Prepare your super so you can safely transition to the spending phase
After retirement
- Guide spending with clear parameters
- Monitor portfolios and rebalance risk
- Coordinate tax, super, Centrelink (if applicable) as rules change
- Support you through the Go-Go, Slow-Go, and No-Go years
What matters most?
- Our goal is to help you maximise life, experiences, and memories in your most active years - while protecting your later years.
Forward Planning Meeting and cadence:
- We’ll meet regularly each year to review and update your plan, retest your spending projections, and pivot as life twists and turns—so you stay on track. When things change, we’re there to support you.
Ready to feel safe about your retirement?