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Financial advice tailored to your goals

Helping individuals, families and retirees make informed financial decisions with clear, personalised advice focused on building, protecting, and managing wealth for the future.
Financial Planner Glenwood - Happy family sitting on a sofa interacting

About us

Andrew Schroder has been helping individuals and families achieve their financial goals for more than 20 years. After working alongside his uncle in the family business from 2001 until his retirement in 2017, Andrew took over the existing client base and continues to build long-term relationships based on trust, service, and personalised advice.

Today, he works with a broad range of clients, with a particular focus on families, professionals and those looking to build financial security for the future. Andrew believes financial advice should be easy to understand, free from unnecessary jargon and tailored to each client's individual circumstances.

Our services

Superannuation
Reviewing and simplifying your super to support your long-term goals.
HCAFP - Superannuation
Risk insurance and asset protection
We help safeguard your income, family, and financial future from life’s unexpected events.
HCAFP - Risk insurance and asset protection
Retirement planning
A tailored strategy to help you retire with confidence.
HCAFP - Retirement planning
Wealth accumulation strategies
Structured, personalised strategies to grow your wealth and reach financial independence sooner.
HCAFP - Wealth accumulation strategies
Investment advice and planning
Personalised advice to help you make confident decisions about your money.
Investment portfolio management
We actively manage your investment portfolio to maximise returns and minimise risk.
HCAFP - Investment portfolio management
Tax effective strategies
Make the most of available opportunities to improve your tax position.
HCAFP - Tax effective strategies
Centrelink
Understanding your Centrelink entitlements and how they fit within your broader financial goals.
HCAFP - Centrelink

Our advice process

Financial Planner Glenwood - Financial advice process showing initial consultation, client discovery and tailored strategy development

Step 1 – Complimentary initial chat

Get in touch for an obligation free conversation about your goals, needs and how we may be able to help.

Step 2 – Getting to know you

We take the time to understand your financial situation, priorities and what you want to achieve.

Step 3 – Strategy development

Your circumstances are reviewed and suitable strategies are developed to help you move towards your goals.

Step 4 – Advice presentation

Recommendations are explained in clear, straightforward language so you can make informed decisions with confidence.

Step 5 – Implementation

Once you are comfortable proceeding, we help put your agreed strategies into place.

Step 6 – Ongoing support

As your circumstances change, ongoing advice and reviews help keep your plans on track.
Financial Planner Glenwood - Financial advice process showing clear recommendations, strategy implementation and ongoing client support

Testimonials

Great service!

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Great service!

Lorem ipsum dolor sit amet consectetur. Elementum cum consectetur sem pellentesque arcu libero rhoncus. Justo mollis nulla nibh mi. Imperdiet ornare adipiscing vitae massa mauris tincidunt ut.elementum turpis.

Posuere rhoncus ipsum ipsum ullamcorper et. Volutpat arcu morbi egestas id in rhoncus quis. Convallis tincidunt nibh enim facilisis erat eget morbi neque. Ipsum mauris semper dignissim hendrerit sit.

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Great service!

Lorem ipsum dolor sit amet consectetur. Elementum cum consectetur sem pellentesque arcu libero rhoncus. Justo mollis nulla nibh mi. Imperdiet ornare adipiscing vitae massa mauris tincidunt ut.elementum turpis.

Posuere rhoncus ipsum ipsum ullamcorper et. Volutpat arcu morbi egestas id in rhoncus quis. Convallis tincidunt nibh enim facilisis erat eget morbi neque. Ipsum mauris semper dignissim hendrerit sit.