Accelerate Your Wealth
Maximise the tools the wealthy use to unlock dynamic growth strategies to leverage your wealth so you can retire earlier and with more.
Minimise Taxes
Implement tax-effective strategies to keep more of your hard earned wealth so you can share it with your loved ones.
Save Time
Build a wealth plan that takes less than four hours a year to maintain, so you can spend more time working on yourself or quality time with your loved ones.
Tailored Financial Solutions For Your Success
Customised strategies to secure your financial future.
Personalised Wealth Management
Meet with your dedicated ongoing financial planner to help you achieve your ongoing and uniquely evolving financial goals.
Leveraged Investments
Use carefully considered investment and borrowing strategies to grow your wealth while managing risk, tax and long-term financial commitments.
Personal Insurance
Protect your income, family and financial plans with personal insurance tailored to provide support when the unexpected happens.
Retirement Planning
Prepare for retirement with a clear strategy for your super, investments and income, helping you enjoy the lifestyle you’ve worked hard to build.
Glasshouse Wealth is dedicated to empowering high-net-worth individuals and ambitious accumulators to achieve generational wealth.
Founder
Chris Carlin
Chris Carlin has over 10 years of experience advising Australians on finance and retirement planning.
Awards and Recognitions
Chris Carlin, founder of Glasshouse Wealth, has been honored with prestigious individual awards and recognitions.
Insights and Strategies for Financial Success
Stay updated with the latest trends, tips, and expert advice to enhance your financial journey.
FAQs
You can invest either through your superannuation or in your personal name. As part of the advice process, we will determine the most appropriate structure for your situation and develop an investment philosophy tailored to your needs. Our goal is to ensure you have a clear and effective strategy that aligns with your financial aspirations.
It is highly likely that you cannot use your existing superannuation fund due to the limited investment options, especially with leverage. You may need to transfer to an alternative provider. Our preferred platforms are cost-competitive, easy to use, and transparent, having been around for a long time. If you have a self-managed super fund (SMSF), we can consider that too, but it is not required.
Absolutely. Investing in your personal name is a common approach and can be beneficial for various reasons, such as tax planning and asset ownership. However, it’s important to consider other structures like investment bonds, which might offer additional benefits depending on your situation. We will guide you through these options to find the best fit for you.
With 12 years of experience as a financial advisor, I specialize in helping aspirational accumulators. My expertise spans investment strategies, superannuation, retirement planning, and personal insurance. At Glasshouse Wealth, our team is dedicated to providing professional, personalized advice to help you navigate your financial journey.
Many people don’t realize that when working with a financial planner, you may not need to pay out of pocket, as the cost of advice can often be funded directly from your superannuation or investment portfolio.
Before we get started, we’ll provide you with a clear quote based on your circumstances and the advice you require.
For more information and worked examples, read our guide to how much a financial adviser costs in Australia.
Take the First Step Towards Financial Freedom
Join Glasshouse Wealth and start your journey to achieving generational wealth today.