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Glass Wealth Planning is a locally based financial management practice that thinks, lives and breathes finance. Our Financial advisor’s focus on strategic investing, we carefully monitor economic and market conditions and take advantage when others don’t.

It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you to decide whether to use any of the financial services offered by us.

We take your privacy and security very seriously. Our Privacy Policies are in line with current legislation: Policy Statement, List of Countries/Regions to where your information could be sent, Credit Reporting Policy