Money is a factor in almost all aspects of our lives, so it is important you be in control.

Our financial advisers are geared to help navigate you through all the stages of life to achieve your goals.

Examples of when our advice is needed

  • planning to get married
  • starting a family
  • saving for a property deposit
  • buying a property
  • looking for a job
  • streamline & simplify financial affairs
  • starting your own business
  • expanding your business
  • funding your children’s education
  • being promoted and paying more tax
  • struggling to repay debt
  • need to consolidate debt
  • inheritance
  • death
  • financial security of your family
  • divorce
  • redundancy
  • planning retirement

Services

At Glasshouse & Sky Financial Services, we provide a complete range of Financial services to assist you through the various phases of your life.

Financial Planning

We do not want to leave any stones unturned in order to understand your situation and tailor our advice to your needs.

Investment Advice

We provide a detailed risk tolerance assessment, monitor your portfolio and use latest technology to rebalance portfolios.

Retirement Planning

We use state-of-the-art software to project retirement costs and develop a plan for you to enjoy your retirement years.

Education Planning

We evaluate what education funds will be needed based on projected costs of higher education.

What we do

Investment
Approach

We specialise in Investor centric portfolios. We value and put emphasis on this process

Advice
Process

We use an 8 step adviser-client financial process to understand your desired outcomes

Client
Relationship

The tailored plan we have created for you and how it answers your specific financial goals

Investment
Packages

Money is a factor in almost all aspects of our lives, so it is important you be in control

Make an appointment to discuss your financial future