Glenn Doherty Email & Phone Number

Adelaide, Sa, Au

50 King William Street, Goodwood Sa 5034

Jigsaw Private Wealth was established to provide simple, no jargon advice in the areas that make a difference in clients lives.We predominately work with busy professionals, business owner's or medico's who are Gen X or Baby Boomers.The world is complicated, in the modern age it's more about energy management.You're busy progressing your career, trying to maintain the kind of lifestyle we all work hard for and trying to provide kids with the opportunities to learn and… Show more Jigsaw Private Wealth was established to provide simple, no jargon advice in the areas that make a difference in clients lives.We predominately work with busy professionals, business owner's or medico's who are Gen X or Baby Boomers.The world is complicated, in the modern age it's more about energy management.You're busy progressing your career, trying to maintain the kind of lifestyle we all work hard for and trying to provide kids with the opportunities to learn and grow. We are all swamped when it comes to thinking about the future and how to take advantage of the myriad of financial changes, and this can end up being the last thing most of us want to think about at the end of the day.When keeping up with life can a job in itself, who really wants to listen to most money experts lecture in tongues and preach about "financial education"?If you're like me, you might find yourself a little unimpressed and wanting straight answers.With over 20yrs years of experience, we have taken everything we have learned and distilled it down, making it as simple as it can be without the jargon and not dumbing it down. It's the simplicity I'd expect if I wanted advice. Straight talking.We're all about helping clients make the progress that moves them closer towards financial independence and that feeling of not having to worry about money.It comes down to three things, honing on the RESULTS you're looking for, being crystal clear on the lifestyle you're after. Looking at the current REALITY, where you stand now. Then it's about the ROADBLOCKS getting in the way. Once we are crystal clear on the RESULTS, REALITY & ROADBLOCKS, it's all about the plan of attack.We are here to help people like you lead rich and fulfilling lives, achieve financial independence (when working becomes optional) and stress less about money. Breaking down the complex nature of advice and delivered in a way that makes sense while not being conflicted by product bias. Show less

Goodwood

Glenn has teamed with Exelsuper that specialises in Self Managed Super Funds to provide solutions to clients without influence from Fund Managers and Banks.We aim to deliver on three promises:►You can take control and Exelsuper works hard to deliver a better solution. ►We make SMSF more accessible to more people. SMSF is often promoted by accountants and advisers as complex and expensive, and only for the wealthy or elite. Our fee structure removes hourly rates… Show more Glenn has teamed with Exelsuper that specialises in Self Managed Super Funds to provide solutions to clients without influence from Fund Managers and Banks.We aim to deliver on three promises:►You can take control and Exelsuper works hard to deliver a better solution. ►We make SMSF more accessible to more people. SMSF is often promoted by accountants and advisers as complex and expensive, and only for the wealthy or elite. Our fee structure removes hourly rates, commissions and delivers a simple flat fee affordable for most people.►We make SMSF easy, as we do it all for you. Whilst you have all the control, we hold your hand and provide the advice and help so that SMSF is easy and less stress than DIY. Show less

Goodwood

Glenn advises time poor individuals and families who have more important things in to do than worry about their money. Glenn delivers this through a fixed fee while delivering on 4 key promises:-Protect: I want my adviser to protect my financial strategy &my money.Attention: I want my adviser to be “on top of everything” all the time and to keep things moving towards my objectives.Co-ordination: I want my adviser to co-ordinate all aspects of my financial… Show more Glenn advises time poor individuals and families who have more important things in to do than worry about their money. Glenn delivers this through a fixed fee while delivering on 4 key promises:-Protect: I want my adviser to protect my financial strategy &my money.Attention: I want my adviser to be “on top of everything” all the time and to keep things moving towards my objectives.Co-ordination: I want my adviser to co-ordinate all aspects of my financial affairs.Transparency: I want to know my adviser has no ulterior motives.You can contact Glenn on 1300 558 713 or alternatively at gdoherty@exelsuper.com.au and request your complimentary copy of “Values Based Financial Planning” book. “True Wealth is discretionary Time” Show less

Adelaide, Australia

We align clients financial decisions with their most deeply held values so our clients can achieve their goals for the reasons that are important to them. So that no matter what happens in the market, the economy or the world our clients are still confident about achieving their goals.We begin by exploring What is Important About Money to our clients.We then help our clients consolidate, co-ordinate with all their advisers, provide comprehensive advice, simplify their situation… Show more We align clients financial decisions with their most deeply held values so our clients can achieve their goals for the reasons that are important to them. So that no matter what happens in the market, the economy or the world our clients are still confident about achieving their goals.We begin by exploring What is Important About Money to our clients.We then help our clients consolidate, co-ordinate with all their advisers, provide comprehensive advice, simplify their situation and hold them accountable to their plan. This frees up our clients time to pursue more important things than money to them. Show less

Adelaide, Australia

Advising all types of clients in the areas of risk insurance, superannuation, wealth creation, estate planning, investments, negative gearing.

Adelaide, Australia

Providing clients with financial planning advice in superannuation, wealth creation, investments, estate planning, negative gearing and risk insurance.

Adelaide, Australia

Advising high net worth clients on their investment portfolios, asset allocations and providing financial planning advice.

Bachelor Of Commerce, Business

Education record