Start Planning - Start Dreaming
Adept Financial Planning is a boutique Financial Advisory Firm based in Brisbane, Australia. Our firm is dedicated to providing highly proficient and holistic financial advice to individuals and businesses. We believe in building long-lasting relationships with our clients, helping them achieve their financial goals and secure their financial future.
Our founder, Glenn Baker, is a Certified Financial Planner (CFP), which is the highest professional designation for Financial Planners in Australia. Glenn has extensive experience in the Financial Planning industry, having worked in the field since 1998. He holds a Bachelor of Commerce (double major in Accountancy and Finance), a Diploma of Financial Planning through Deakin University, and a Graduate Diploma of Divinity. Glenn is a passionate advocate of the profession, and he leads a small team of professionals who are committed to delivering the highest level of client service.
At Adept Financial Planning, we are small enough to provide individualised, tailored advice, yet we have the resources and access to some of the biggest financial institutions in Australia. This enables us to deliver timely and valuable advice to our clients.
Our Services
At Adept, we understand that managing one's finances can be time-consuming and overwhelming. That's why we aim to simplify the process for our clients, by partnering with them to achieve their financial goals. Here are the services we offer:
- Strategic Financial Advice: We help our clients position themselves effectively within the current legislative environment. We provide advice on tax planning, estate planning, and other financial strategies that will help our clients achieve their goals.
- Superannuation Advice: We provide advice on Self-Managed Super Funds, Personal Super Funds, and Corporate/Industry Super Funds. We help our clients navigate the complex superannuation landscape and make informed decisions that will help them secure their financial future.
- Retirement Planning: We provide advice on retirement preparation strategies and retirement analysis. We help our clients understand their options and make informed decisions about their retirement.
- Investment Advice: We provide investment advice and portfolio construction that is tailored to our clients' needs. We use a range of investment instruments, including direct equities, wholesale managed investments, and residential real estate.
- Personal Insurance: We provide advice on personal insurance, including life insurance, income protection, and total and permanent disability insurance. We help our clients protect their income and loved ones in the event of death, injury or disablement.
- Business Insurance: We provide advice on business insurance, including buy-sell agreements and key-person cover. We help our clients protect their business and ensure its continuity in the event of unforeseen circumstances.
- Financial Coaching, Education, and Mentoring: We believe in empowering our clients to make informed financial decisions. We provide financial coaching, education, and mentoring to help our clients build their financial literacy and confidence.
At Adept, our goal is to help our clients gain financial freedom. We achieve this by creating and protecting wealth, providing strategic financial advice, and helping our clients understand their options. Our focus is on delivering "Integral Financial Management" that is tailored to our clients' needs.
The reviews for Glenn at Adept Financial Planning are overwhelmingly positive. Clients appreciate his professionalism, knowledge, and the way he explains complex financial concepts in a clear and simple manner. They also value his honesty, approachability, and the personalized service he provides. Clients have reported feeling comfortable discussing their financial situations with him, even those who were initially wary of financial advisors due to past negative experiences. Overall, the feedback highlights Glenn's exceptional service and his ability to meet clients' needs with care and expertise.
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