ABOUT US

Glenelg Financial Services is dedicated to helping clients achieve financial security. It’s our passion.

Life is full of wonderful moments and changing circumstances! Births, deaths, marriages, divorces, redundancies and retirement are just a few life events our clients’ seek our financial recommendations on every day!

Our door is always open to take on these changes and to help you along life’s journey and it all starts by getting to know you and what you value.

At Glenelg Financial Services we are passionate about helping our clients maximise their money, achieve financial security, and live their dream lifestyle.

We will take the time to listen to your unique circumstances.

No matter what stage of life you are living the team at Glenelg Financial Services can help you budget and achieve financial security so that you do not need to ever worry about changing economic conditions. ‘If you are having trouble sleeping, because of your finances, this will help you pass the sleep test’.

After we have obtained all the relevant information including your financial objectives we can prepare a financial roadmap for you. This roadmap will re-affirm your current position, your financial destination and how and when you will arrive.

Why you would like to see us?

At Glenelg Financial Services, we like to simplify the complicated stuff.

One of our most important goals is to understand our clients, and then create a financial roadmap specifically tailored to meet their financial goals and lifestyle dreams.

We pride ourselves on offering the highest quality caring, and personalised + professional financial advice in a friendly atmosphere.

Our staff have been providing advice for over 30 years and over this time have built up many long term and successful client relationships. Many of our clients have become our friends and have referred us to their family and friends, which gives us the greatest of satisfaction.

WHAT WE DO

Our advisers will take the time to clarify what’s really important and create a financial roadmap that moves and changes with you. This is achieved via a tailored approach to ensure all your objectives are met.

Our aim is to provide you with the most appropriate advice to set you on the road to achieving your financial goals. We develop advice that is right for you, your family and your business by:

  • Building up your ‘rainy day’ account
  • Removing stress over money concerns
  • Giving you freedom to do the things you want.

We offer a personalised plan in two ways:

Managing your financial wellbeing:
We’ll get you organised and provide a feeling of control so that you can maximise the potential of your money. We provide support and guidance on the best way to manage your financial wellbeing – whether it’s adjusting your debts to minimise repayments, saving for a home, holiday or your children’s education, building your wealth through property, planning for your retirement or maximising pension entitlements.

Taking care of your most urgent need:
We understand that you may only want help on one aspect in your financial life and we can restrict our help to your most urgent area of concern, if you request it. And that’s ok as we can work on this with you, as your first priority.  We will, however, highlight any major risks associated with this decision.

Educational


2016 Seminar series



WELCOME SCREEN
AMP Financial presentation
Centrelink presentation May 2016
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OUR SERVICES

“Financial security is something that everyone aspires to for themselves and their loved ones.


We believe that the development, implementation and ongoing maintenance of a financial roadmap forms the basis of a lifelong relationship between you, your family and Glenelg Financial Services.” – Trevor Wortmeyer (Principal and Managing Director)

Making the most of your money
Owning your home sooner
Protect the ones you love
Designing your superannuation
Looking after the next generation
Plan your retirement
Aged Care
Maximise Centrelink

The Next Steps

ONE

Understanding your goals

TWO

Considering the Risks
and Opportunities

THREE

Building your financial strategy

FOUR

Putting your roadmap into action

FIVE

Monitoring and adjusting your roadmap
with regular scheduled reviews

ONGOING SUPPORT

We share the responsibility of your financial wellbeing with you, dealing with everything on your behalf and keeping you informed of everything you need to know and the choices you have.

Our ongoing level of care is relationship based and is designed to manage your roadmap over time to ensure you succeed in achieving your lifetime goals  and financial independence.

Whether your strategy is in place to help you solve a problem or achieve a financial goal, your plan is important and requires ongoing attention. Most people don’t have the time or the confidence to take care of this alone.

Our ongoing advice helps keep your financial future on track and typically includes:

  • Regular reporting and information, and
  • Review and management of your financial roadmap, investments and insurances to make sure they remain suitable for your needs.

OUR TEAM

Trevor
Wortmeyer

CFP® Dip FP

Senior Financial Planner & Principal

Laura
De Cicco

BBus (Fin Plan)

Financial Adviser

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Our business partners

We have a trusted network of specialists that we collaborate with to ensure all your needs are covered including:

  • Accountants and tax specialists
  • Legal services including wills and estate planning
  • Mortgage broking services

Proud to be accredited with

 
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Disclosure / Disclaimer: Glenelg Financial Services Pty Ltd ABN 47 601 978 287 is an authorised representative of Charter Financial Planning Limited (ABN 35 002 976 294), Australian Financial Services Licensee.

General Advice Warning: This site contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Financial Services Guide: For further details including financial services we can offer you and how we are remunerated, please read our Financial Services and Credit Guide FSG - Trevor Wortmeyer | FSG - Laura De Cicco | Privacy



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