FINANCIAL PLANNING
Meeting the financial and protection needs for individuals, families and businesses
Contact our financial advisors
today to find out more
Over 40 years advising business owners and individuals
Life is complex and financially demanding, as personal and business circumstances can change frequently and unexpectedly. To meet these challenges it is important to clearly understand current circumstances and needs — to plan appropriately and affordably for future events.
Glennon will identify, map out and assist with a balanced approach to protecting dependents, businesses and shareholders, with a focus on future and retirement wealth generation and planning.
Glennon will identify, map out and assist with a balanced approach to protecting dependents, businesses and shareholders, with a focus on future and retirement wealth generation and planning.
Key person insurance
Life cover for a critical member of your company
Shareholder / co-director insurance
Assurance for buying shares from a deceased’s next of kin
Pensions
Peace of mind when you’re planning your future
Income protection
Bridging the income gap when you can’t work
Specified serious illness cover
Easing the blow of receving a life-changing diagnosis
Mortgage protection assurance
Safeguard your loved ones by assuring your mortgage
Savings and investments
Protect your investments so they keep working for you
Life and pension term assurance
Helping to alleviate the challenge of a loss
Get in touch
If you need an insurance solution, let’s talk!
Get in touch
If you need an insurance solution, let’s talk!
