PennyWise Investments (Perth)

Unit 23/11 Preston Street,Como, WA, 6152

phone 08 9367 3377

Pennywise Investments has 2 offices servicing their clients

Bunbury : Servicing clients in the South West region of WA this office is located in the heart of Bunbury in Carey St. Client parking is right at the front door for your convenience.

Perth : Servicing clients in the Perth metropolitan area this office is located at 90 Goodwood Pde Burswood with ample free street parking. Located 10 mins from the city centre.
With a dedicated team of qualified staff we have been providing services to clients since 1993.

Specialising in advice based planning, we utilise the most unique interactive software tools that, aided with professional advice has our clients at the forefront in investment strategies. We are not product based and able to ensure our clients receive advice on various investment strategies such as property purchases, gearing, superannuation and salary packaging.

 Our unique retirement modelling tools ensure clients are on track with their desired retirement lifestyles.

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Our team

Jeff Glossop
Senior Financial Adviser

Jeff has been a senior adviser for over 25 years. His extensive knowledge and experience has been achieved by working as a bank adviser, non-aligned adviser and business owner and now with the dealer group Infocus, still owning his own business. He has helped many clients achieve their financial goals through his knowledge of pre-retirement, retirement, aged care, estate planning and Centrelink.

 

 

 

 

 

 

 


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services