"I approached Glenn at Quartz Wealth after researching some other financial advisory firms. Reacquainting an old family connection with Glenn swayed my decision.
I had an existing investment portfolio and I wanted to get a second opinion/audit of my investments to make sure that I was on the right track for my current situation and future plans.
I needed advice on the best way to finance some life decisions I needed to make.
Glenn’s approach was different to what I had experienced before. Rather than a focus purely on $value of my portfolio, he firstly asked what I wanted out of life and for the future.
He explained the Quartz approach is how to achieve that, taking into consideration my current position, my goals and working within my risk tolerance. It was a refreshing change of focus.
I was fortunate to work with both Glenn and Mark and appreciated how approachable they both were and how they listened to what was important to me. They laid out a simple proposal for how I could financially live the life I had explained I wanted. Extrapolating my age out into my 90s was a bit scary but well worth the visual to see that by taking on their advice, I could achieve what I currently want to.
I would definitely recommend Quartz Wealth to anyone of any age. Any time is good to start a financial/life plan. Equally, anytime is good to assess an existing plan and consider changes to achieve your goals or to meet your changing lifestyle."