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2020 Financial Services
“A clearer vision for your financial future”

2020 Financial Services was established in 2002.We provide our clients with a complete, holistic range of financial planning, taxation and legal services ensuring you have peace of mind no matter what your stage of life – providing a ‘clearer vision for your financial future”. We have access to a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter- generational financial planning.

Book Appointment

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

What Sets Us Apart from the rest?

At 2020 Financial Services we understand that everybody is different.

The importance of Financial Planning

“Partnering with you to build, protect and manage your wealth”

Financial Planning

Investments

Business Advice

Estate Planning

Risk Insurance

Aged Care

Centrelink

Salary Packaging

Superannuation

Tax Planning

Retirement

SMSF

Debt Management

Portfolio Management

Meet Our Team

Team Leader

Glenn

Director

The Team

Wilbert

IT and Marketing

What Our Clients Are Saying About Us

“Glenn is a terrifically honest financial planner who works steadfastly in your interest. A great family man in who we place a great deal of trust !”
Denise Benjamin
“Love Glenn and what he’s done for us over the past 20 years. Would highly recommend his business and him personally as a highly professional, ethical person and all round nice guy.”
Isobel and Ian Buttar
“Glenn has managed our Financial investments for the last 10 years and has done an excellent job during the uncertain markets.”
Lawrence Caruana
“Over many years Glenn has proven exceptionally diligent and has assisted us in the the management of our wealth with the utmost integrity, honesty and personalized care. “
Dr. Andrew Parkin

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

OUR PROCESS

Straightforward and down-to-earth, helping you to achieve your financial goals.

1. Defining the Relationship

The financial planner will explain the process they’ll follow, find out what your needs are and make sure they can meet them. You can ask them about their background, how they work and how they charge.

5. Preparing your Financial Plan

The financial planner recommends suitable strategies, products and services, and answers any questions you have.

2. Identifying your Goals

You work with the financial planner to identify your short and long term financial goal – this stage serves as a foundation for developing your plan.

5. Implementing the Recommendations

Once you’re ready to go ahead, your financial plan will be put in to action; where appropriate, the financial planner may work with specialist professionals such as a solicitor or an accountant.

3. Assessing you Financial Situation

The financial planner will take a good look at your position – your assets, liabilities insurance coverage and investment or tax strategies.

6. Reviewing the Plan

Your circumstances, lifestyle and financial goals are likely to change overtime so it important your financial plan is regularly reviewed to make sure keep on track.

Send us a message

0416 082 117
glennb@2020financialservices.com.au
20 Willow Tree Drive Reedy Creek QLD 4227

Recent Diary Notes

Insights on the 2024-25 Federal Budget

The 2024-25 Federal Budget forecasts a surplus of $9.3 billion for 2023-24, with projected deficits in the subsequent years, specifically $28.3 billion next year. With its mix of immediate relief and strategic investments, the Budget aims to balance short-term economic pressures with sustainable growth. We’ll take a closer look at some of the specific announcements made in this Budget.

The Power of Employee Benefits to Businesses

In today’s competitive business environment, attracting and retaining top talent is more critical than ever for employers, especially small and medium-sized businesses. One effective strategy to distinguish your business as a preferred employer is through a compelling employee benefits program. But what does an excellent benefits package look like, and how can it enhance your business's appeal? Whether you're a business owner, hold a management position, or you’re an employee with proactive ideas, this article is for you.

Understanding Insurance in Your Self-Managed Superannuation Fund

When setting up a Self-Managed Superannuation Fund (SMSF), many are advised to consider how best to handle their insurance needs. While some opt to retain their previous retail or industry super fund accounts primarily for insurance purposes, others explore the potential of integrating insurance directly into their SMSF. In this article, we discuss why and how you can efficiently manage insurance through your SMSF.

Home is More Than Just a Place to Live, It’s a Smart Investment

Owning your home in Australia isn't just about comfort, it’s also a smart financial move. The property market down under is thriving, thanks to solid demand, with data confirming strong growth trends. Homeownership comes with financial perks like Capital Gains Tax exemption on your primary residence and a slew of government incentives designed to make buying a home more achievable. These include grants for first-home buyers and stamp duty concessions, all aimed at easing the financial burden of entering the housing market. So if you’re thinking about buying, know that it’s not only a place to live but a solid investment that could pay off big time in the long run.

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2020 Financial Services “A clearer vision for your financial future”