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.
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”
Our Services
Meet Our Team
Team Leader
The Team
Glenn Bosse
Director
Glenn Bosse has graduated with a Bachelor of Business, majoring in Accounting & Finance, and has also completed the Diploma of Financial Planning.
Glenn grew up in the country, heavily involved in the family business of vegetable farming and the General Store.
Most of Glenn's working life has been spent gaining wide-ranging experience in various aspects of financial services.
After six years in accountancy, Glenn decided to specialise in the financial planning profession.
Since 1998, Glenn has served a broad client base with his own Financial Planning Practice.
Glenn has also been involved in coaching for South Qld Crushers Rugby League, Qld under-19 teams, Australia under-19 teams, City teams, as well as Brisbane North’s and Brisbane East’s Rugby League Clubs.
Glenn previously served on the Southport Life Saving Nippers and Runaway Bay Junior Rugby League Executive Committees, was an Age Manager for Southport Nippers, and was a member of the Rugby League Club Board of Directors.
Glenn is currently a member of the Mudgeeraba Chamber of Commerce Committee.
Specialties:
- Wealth Creation Strategies
- Super and Retirement Strategies
- Personal and Business Insurance
- Cash Flow Management
- Debt Reduction Strategies
- Salary packaging advice
- Super & divorce planning
- Centrelink entitlements
Glenn is deeply committed to his role as a father to Elizabeth and William, and he places a strong emphasis on family. He is also community-focused, with a passion for fitness and assisting others.
Glenn Bosse is an authorised representative (243227) of Financial Force Pty Ltd (AFSL 238337)
Kenski
Client Services
Kenski is a finance professional with a Bachelor's degree in Management Accounting and over seven years of experience. She spent five years as an Accounting Assistant in banking before moving into Financial Planning, where she has been helping clients with their financial matters for the past two years.
She finds balance by immersing herself in nature, whether it’s hiking through scenic trails or simply enjoying the outdoors. She also enjoys experimenting in the kitchen, trying out new recipes and exploring different cuisines. Above all, she values quality time with her family, making sure to prioritize these moments in her busy life.
Andrew Gray
Paraplanner
Devoted to the financial services industry with more than 20 years experience. Andrew is aware of how the profession has changed and the challenges it continues to face. Andrew has a strong technical and compliance background. He is passionate about identifying the most efficient and cost-effective solutions.
Wilbert Chhua
IT and Marketing
Wilbert holds dual degrees from Monash University - Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession's loss is very much our gain.
Useful Resources
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
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