Glenn Wheeler

Sam Kodi
(027) 604-7656
Areas of Advice
Business Risk, Estate Planning, Financial Planning, Health Insurance, Insurance F&G, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, Mortgages
Professional Designations
Trusted Adviser, Financial Advice NZ
Glenn Wheeler is an Authorised Financial Adviser that has worked in the industry since January 1987. Glenn provides advice on insurance and investments, however he specialises in working with professional and self-employed clients. Glenn has a wealth of Insurance and Investment experience, He understands his clients needs and provides advice that is clear and easy to understand. He can offer personalised advice on shareholder protection planning and agreements, partnership protection cover and key person protection planning and covers. He can also provide a robust investment plan to help clients grow their wealth. Glenn prides himself on trust, respect, loyalty and building long term relationships. Glenn works together with his clients to understand their needs, and to assist putting plans in place that will create a strong foundation for protecting clients assets and work towards a successful retirement for clients.
'Glenn is honest, sincere and hunts out the best deal for me. He doesn't take me for granted, not pushy and always delivers' says James B, one of Glenn's long term clients.
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