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.

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!