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.
Advanced Wealth Strategies
We use sophisticated but practical investment options to help you grow your wealth with confidence
"Plan B" Planning
Protect your hard earned wealth with comprehensive asset protection and personal insurance.
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.
"Thanks to Chris, we have peace of mind knowing our family's financial future is secure. As a teacher and parents of two young kids, the advice and ongoing support have been invaluable. We feel confident in our financial decisions and are grateful for the guidance. Thank you, Chris, for helping us build a secure future for our family."
"Working with Chris has been incredibly beneficial for us. As a small business owner, I often overlooked personal finances, but Chris's guidance helped us set up for the future. For Emma, just starting her career as an optometrist, the advice on planning ahead has been invaluable. Chris's clear and simple explanations make financial concepts easy to understand. We are grateful for his ongoing support and look forward to a secure financial future."
"Working with Chris has given us peace of mind about our financial future. With two young kids and Mez being self employed, Chris's guidance has been invaluable. He breaks down complex concepts into simple terms, making it easy for us to understand and stay on track with our goals. Thank you, Chris, for being an essential part of our financial journey."
"We were shocked to discover that Mel didn't have any personal insurance cover. With our first child on the way it was important to us to know our family would be looked after if something was to happen to us. The fact Chris also maximised our super and we have plans for future investments was a bonus! Thankyou Chris!"
"In 2021, after a cancer diagnosis, Chris supported us through the insurance claim process, easing the financial stress during treatment. Thank you for making it so easy! Couldn't recommend a better financial planner."
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.
At Glasshouse Wealth, we use a hybrid fee model, meaning we have a flat fee and a percentage of funds under management. We are an ongoing financial advice provider and do not offer once-off advice. The standard fees for the overwhelming majority of our clients are $1,100 plus 0.55% of funds under management as a once-off payment. Then, ongoing fees are $1,100 plus 0.55% of funds under management, renewable every 12 months. These fees can usually be funded 100% from your investment platform or superannuation if you implement all of our recommendations, unless advised otherwise.
Here are some examples:
• If you are a single 40-year-old with $200,000 in super, you will pay an initial advice fee of $2,200 upfront ($1,100 + 0.55% of $200,000 = $2,200) and $2,200pa for ongoing advice in the first 12 months, subject to market fluctuations.
• If your situation is more complex and you are part of a couple (e.g., John has $300,000 in super, Sally has $200,000 in super, and they have $100,000 in their personal name), total funds under management is $600,000. The fee would be $3,300 for three accounts plus 0.55% of $600,000 ($3,300), totaling $6,600 pa.
Take the First Step Towards Financial Freedom
Join Glasshouse Wealth and start your journey to achieving generational wealth today.