Precision Wealth Management
15 Discovery Drive, North Lakes, Queensland, Australia
About Precision Wealth Management
Welcome to Precision Wealth Management, your local, certified North Brisbane financial planner. Located at 15 Discovery Drive in North Lakes, Australia, our establishment is proud to offer ethical, evidence-based, and flat fee investment and wealth creation strategies.
As certified financial planners, we specialize in providing personalized solutions for your personal insurance, superannuation, and retirement planning needs. Our industry-leading approach is based on solid evidence and ensures that we always act in our clients' best interests.
At Precision Wealth Management, we understand that every client is unique. That's why we offer a suite of services tailored to meet your specific financial goals. Whether you're looking to grow your investment portfolio or plan for a secure retirement, our team of experts is here to guide you every step of the way.
One of the key advantages of working with us is our flat fee structure. We believe in providing better value for clients with larger investment portfolios, while also accommodating those who have a solid cash flow and are seeking a long-term investment strategy.
Glenn, our Director and Senior Wealth Adviser, brings over 13 years of experience in financial planning. He is passionate about his work and dedicated to developing the financial advice industry into a highly regarded profession. Glenn forms strong bonds with his clients, helping them achieve their financial and wealth creation goals.
As a privately owned institution, Precision Wealth Management operates with no conflicts of interest. We recommend products solely based on what is in our clients' best interests, without any influence on our remuneration. This ensures complete transparency and trust in our services.
Precision Wealth Management is an Authorised Representative No. 443239 and Credit Representative No. 393326 of Australian Financial Services Licensee and Australian Credit Licensee No. 224543. You can find us on Level 2, 41 Mount Street, Burnie TAS 7320.
Contact us today to schedule a consultation and take the first step towards securing your financial future with Precision Wealth Management.
Photos of Precision Wealth Management
Shop 2A/15 Discovery Dr, North Lakes QLD 4509, Australia
Opening hours of Precision Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Precision Wealth Management
"We tried another financial advisor and felt we would be doing most of the work, and we were going to be ripped off, especially that the fees and the process were not clear. Glenn on the other hand was very clear about the fees and the process and made our life so much easier with our parents’ pension application, even though it wasn’t a straightforward one. He did most of the work and handled the whole process very smoothly and with excellent outcome. Glenn and his team at Precision Wealth Management are excellent, and i would highly recommend them, Thanks heaps!"
"Precision Wealth Management deserves a massive mount of praise for the service, help and advice they gave me in dealing with managing my disability payout. They saved me a substantial amount of money and developed a long term safe financial plan for me. Dealing with my super fund was handled professionally by the team at Precision. I never had any problems getting progress updates. Even though Precision are interstate from my location, the communication was of such great quality it seemed like they were right next door. Glenn, Carly, Nicole and the whole Precision Wealth team are professional, experienced and explain things in way that you can understand. They managed the whole process for me without a hitch. I highly recommend them in regards to any financial help. I cannot thank them enough for the guidance I was given. Thanks Precision!"
"Glenn has been our bedrock with the complex financial issues that surrounded our disability insurance, consolidation and planning of superannuation and other significant areas which we had yet to give thought to. He is extremely professional yet warm, and insists on treating you as his only client. His fees are very good considering he is so flexible, and only takes the minimum time to allay fears and use his connections to ameliorate problems. The best advisor we've ever engaged!"
"Glenn is always more than happy to help. After feeling ripped off by other financial advisors in the past, Glenn has earned our trust by being honest about expectations and completely transparent about any fees involved."
"I have known Glenn for quite a while now and I run a finance Broking business located called Dream Financing. I have many clients using Precision Wealth Management's services and they are all very happy. I would no hesitation in using Glenn or referring him to friends or clients. He is honest, ethical, knowledgeable and is not a salesman pushing products you do not need. If you have not have a financial health check recently then it is time you need to see Glenn!"
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