2020 Financial Services
20 Willow Tree Drive, Reedy Creek, Queensland 4227
About the Business
Welcome to 2020 Financial Services, located at 20 Willow Tree Drive in Reedy Creek, Queensland. As an established institution since 2002, we offer a comprehensive range of financial planning, taxation, and legal services to provide you with peace of mind throughout every stage of life. Our mission is to provide you with a clearer vision for your financial future.
At 2020 Financial Services, we pride ourselves on our access to a vast reservoir of technical expertise and practical experience in various areas, including investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice, and inter-generational financial planning. Our team consists of highly trained and qualified staff, including accountants, solicitors, and credit advisers, who are dedicated to improving your financial position efficiently and safely.
We understand that everybody is unique, which is why we tailor our services to meet your individual needs. Our goal is to partner with you to build, protect, and manage your wealth effectively.
Our founder, Glenn Bosse, has a Bachelor of Business degree with a major in Accounting & Finance and has also completed the Diploma of Financial Planning. With a background in the family business of vegetable farming and the General Store, Glenn brings a wealth of experience in financial services. He has worked as both a Commercial and Tax Accountant, providing him with a deep understanding of the taxation system. Since 1998, Glenn has served a broad client base, with a special emphasis on the financial aspects of the medical, retirees, and small business sectors.
Wilbert, another valuable member of our team, holds dual degrees from Monash University in Commerce and Business Information Systems. With a passion for applying online marketing strategies and innovative technologies in financial services, Wilbert brings a fresh perspective to our institution.
Don't just take our word for it β hear from our satisfied clients. Denise Benjamin describes Glenn as a "terrifically honest financial planner" in whom she places a great deal of trust. Isobel and Ian Buttar highly recommend Glenn and his business, praising him as a highly professional, ethical person. Lawrence Caruana commends Glenn for his excellent job in managing their financial investments during uncertain markets. Dr. Andrew Parkin speaks highly of Glenn's diligence, integrity, honesty, and personalized care in managing their wealth.
We also provide an extensive collection of guide series for our clients, offering valuable financial planning and accounting materials to help you manage your finances effectively. Our straightforward and down-to-earth approach ensures that we help you achieve your financial goals.
When working with our financial planners, you can expect a transparent process. They will explain their approach, understand your needs, recommend suitable strategies, products, and services, and answer any questions you may have. Together, you will identify your short and long-term financial goals, serving as the foundation for developing your personalized plan. Our financial planners will thoroughly assess your financial position, including your assets, liabilities, insurance coverage, and investment or tax strategies.
Please note that all strategies and information provided on our website are general advice only and do not take into consideration your personal circumstances. We highly recommend arranging an appointment to seek personal financial, legal, credit, and/or taxation advice before acting on any information provided.
At 2020 Financial Services, we are committed to providing you with a clearer vision for your financial future. Contact us today at 0416 082 117 or [email protected] to schedule an appointment and take the first step towards achieving your financial goals.
Contacts
20 Willow Tree Drive, Reedy Creek, Queensland 4227, Australia
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Glenn has helped so many of my family and friends with their financial solutions for wealth creation and advice."
"We can highly recommend Glenn as he has been our financial advisor for more than 20 years and during that time he has helped us grow our portfolio and prepare for retirement with our Self Managed Super Fund. We have always found Glenn to be professional, honest, sensitive to our financial needs, and always giving us sound advice. He keeps us regularly informed on our portfolio and is always on hand to answer any questions or concerns we may have. We look forward to working with Glenn and 2020 Financial Services for many more years and have no hesitation in recommending him. Ian & Isobel Buttar"
"Glenn has been our financial advisor for over 20 years. He has always offered sound advice based on our investment objectives as well as our personal needs. Glenn is always available to help with any questions or queries. He follows up with solid advice and guidance. Glenn always keeps us well informed with our investments and current information. We have no hesitation in recommending Glenn to anybody looking to grow their portfolio or start one. We look forward to a long and prosperous partnership with Glenn and 2020 Financial Services. Tammy and Michael Dempsey"
"We found Glen Bosse of 2020 Financial Services to be very professional and helpful. He understands our needs and where we would like to be in our financial future. We couldn't recommend Glenn highly enough."
"Glenn provides a responsive professional service. He has gone above and beyond to meet my needs and delivers on every occasion. I can't thank him enough for all the work he has done for me. Definitely have no hesitation in recommending 2020 financial services!"
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