Glass House & Sky Financial Services
About the Business
Welcome to Glass House & Sky Financial Services, located at 337 Forest Road, Bexley, Australia. As an establishment focused on finance, we understand that money plays a crucial role in almost every aspect of our lives. That is why we are here to help you take control of your financial journey.
Our team of experienced financial advisers is dedicated to guiding you through all the stages of life, ensuring that you achieve your goals. We believe in leaving no stones unturned when it comes to understanding your unique situation and tailoring our advice to meet your specific needs.
At Glass House & Sky Financial Services, we go above and beyond to provide comprehensive services. We begin by conducting a detailed risk tolerance assessment, followed by continuous monitoring of your portfolio. Utilizing the latest technology, we also make sure to rebalance portfolios as needed.
With state-of-the-art software, we project retirement costs and develop a personalized plan for you to enjoy your golden years. Additionally, we evaluate the funds required for education based on projected higher education costs, ensuring that you are prepared for your children's future.
Our expertise lies in creating investor-centric portfolios that prioritize your needs and goals. We value the client-adviser relationship and follow an 8-step financial process to understand your desired outcomes. This process allows us to create a tailored plan that aligns with your specific financial aspirations.
We understand that taking control of your finances can be overwhelming, but with Glass House & Sky Financial Services, you can rest assured that you are in capable hands. Our aim is to empower you with the knowledge and resources necessary to make informed financial decisions.
To start your journey towards financial security, make an appointment with us to discuss your financial future. Glass House & Sky Financial Services is a Corporate Authorised Representative (No. 421337) of InterPrac Financial Planning Pty Ltd (AFSL 246638).
Location & Phone number
337 Forest Road, Bexley, New South Wales 2207, Australia
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