A coach for your money!
Experienced financial adviser Glen Usher has worked in the financial planning industry since 2000. He loves helping people, being there when they need me and providing them with the guidance to achieve their financial and lifestyle goals.
AR no: 000258249
CAR no: 000339046
Financial Services Guide
- Office 0412 451 877
- Fax 08 9287 1040
- Open Hours
Monday - Friday: 9:00am - 5:00pm
After hours by appointment
Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too. I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is protected along the way.
I have worked in the financial planning industry since 2000, starting my career working in my father’s company. I originally joined the industry as I wanted to work with my father, however I began to realise how much I could help people and it really became a passion.
I love helping people, being there when they need me and providing them with the guidance to achieve their financial and lifestyle goals.
I have worked with a range of different types of clients, from mums and dads to high net worth clients, small businesses and larger companies. I really enjoy working with families and knowing that I can provide real value to their financial situation. Being married with a young daughter, I understand the importance of protecting and providing for my family.
I have experience in all areas of advice, from personal insurance to wealth accumulation, debt reduction and retirement planning.
I look forward to meeting you!
- Advanced Dip of Financial Planning
- Diploma of Financial Planning
Talk to us about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
Save more money
Choose your own path
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.
Choose your own path