Adept Financial Planning is a Brisbane based Financial Planning, which is focused on providing professional Financial Planning advice. We are dedicated to providing highly proficient and holistic financial advice to individuals and businesses. At Adept, we want to 'uncomplicate' your life. By being your partner, we will help fine-tune your goals, put in place a strategy to make these goals a reality, and to work with you every step of the way.
Our aim is for you to rest easy, knowing that you have a professional partner to ensure your finances are well looked after, and that contingencies are in place, so that you can focus on other things in life.
Our aim is for you to rest easy, knowing that you have a professional partner to ensure your finances are well looked after, and that contingencies are in place, so that you can focus on other things in life.
Services
Adept Financial Planning is a boutique Financial Advisory Firm, which is focused on providing professional Financial Planning advice. We are dedicated to providing highly proficient and holistic financial advice to individuals and businesses. Glenn Baker, the Founder and Principal of Adept Financial Planning, is a Certified Financial Planner (CFP), which is the highest professional designation for Financial Planners in Australia.
Reviews (10)
Evans Stewart
Oct 31, 2021
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Great company, Great investors, it's only when a company serves her investors with truthfulness and reliability that it may produce great investors. This awesome company has been making thousands of people millionaires every year according to the company's info. At first I doubted, but at a point I decided to give them a trial and here I am now… sharing my testimony. You too can benefit from this same company from anywhere around the world, you only have to contact one of the company manager person like Mrs Patricia Brayan to help you grow your investment capital within a week, contact her
Ros Papst
Sep 10, 2020
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We were introduced to Glenn very recently when my husband has been diagnosed with a terminal illness. From our first conversation we have been treated with dignity, professionalism and complete transparency with his depth and knowledge.
There is a lot We don't understand in the financial world and he is very understanding of that and can easily… explain and simplify everything so we are able to comprehend.
We find Glenn to be extremely honest and courteous and patient whilst explaining our portfolio. We are so thankful for the recommendation of choosing Glenn at Adept Financial Planning
There is a lot We don't understand in the financial world and he is very understanding of that and can easily… explain and simplify everything so we are able to comprehend.
We find Glenn to be extremely honest and courteous and patient whilst explaining our portfolio. We are so thankful for the recommendation of choosing Glenn at Adept Financial Planning
Stuart Topp
Feb 08, 2019
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Glenn has been my financial advisor for quite some time. We have ridden through the GFC and other ups and downs that come from investing. In that time I found Glenn to be thorough, caring, competent, astute and ethical. Thank you Glenn for helping me gain my financial goals. I highly recommend Glenn.
Tom Gray
Dec 22, 2017
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Stuart Topp
Dec 12, 2017
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J. T.
Sep 26, 2017
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Blaine Swanborough
Sep 25, 2017
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I've gotta be honest, we wanted comprehensive life insurance and a bit of help planning the next 5-10 years financially, but the insurance component especially was super confusing. Doing research online only made it more confusing and comparison sites spam you so much if you use their services. It was great being able to just throw the task to Glenn at Adept and know that we were getting covered for everything we needed. Can't recommend highly enough.
Kerri Norrie
Sep 12, 2017
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We've been using Adept Financial Planning for more than three years, and we're very happy with the service we receive. It was important to us to have advice that matched up with our ethical/moral standards, and Glenn was willing to work within the framework that suits us; at not time did he try to persuade us to choose an option he thought was best if it wasn't in our best financial interest. Glenn has been very helpful at giving us options, as well as presenting information we may otherwise not have been aware of. He gets in touch each year to remind us about our annual review, and is accommodating
Alan Murphy
Jul 11, 2017
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I have known Glenn for a number of years not knowing he is a Financial Planner, I was very pleased to have set up a consultation with Glenn and have him review my situation and give me advise relevant to me. Right from the start I was comfortable with our discussions (as I have been wary of "money advisers" because of all the bad you hear) We set… up my investment last year, he has always been on hand to answer any questions, we have just done a 1 year review which I was extremely pleased with. I can honestly say that I find him extremely honest, helpful and professional in all regards of
Andrew Lind
Aug 28, 2015
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