About Us

We believe that financial planning is a very personal matter. No two people have identical circumstances, ambitions or needs. What's more, your needs will change over time.

Just as every person's financial situation is different, the financial plan we produce for you is also unique and individually tailored to suit your particular objectives.

We devote as much time as is necessary to acquiring a full and clear understanding of your short-, medium- and long-term objectives. Our aim is always to put our clients in an educated and informed position, so that together we can make sound financial decisions.

Glen Sebastian has based his advice on these principles throughout his career and we now look forward to building a professional and valuable relationship with you.