THE
Bare Head Investor
THE
Bare Head Investor
Bare Head. Experience. Just the facts.
In an increasingly complex world full of financial jargon – let me simplify and cut through the bull.
When it comes to your financial now and tomorrow, I know what questions need to be asked, how to get the answers you need and can discern when you aren’t getting the solutions you should be.
Experienced
Broad exposure in wealth planning, banking and financial services. I have an intimate understanding of financial options and how they may apply to you. I have helped educate many clients and also successfully run my own reputable business.
Independent
I am not affiliated with any organisation, and I will give you only objective insights and honest answers. No hidden agenda just the facts and happy to have the hard conversations and be your advocate.
Cost-Effective
I will not charge you ongoing costs for service, only as and if you want it. You will be made aware at initial discussions any potential one-off fee that may apply – no surprises! Getting it right the first time can save you significant money and provide peace of mind.
Who is The Bare Head Investor ?
Hi, my name is Glenn Bitossi. Yes, many things change with age but age also brings broad experience, continuing education, greater communication skills and knowledge both general and technical.
After 28 years with Westpac, I upgraded my qualifications and then spent 16 years as a self-employed licenced financial planner and mortgage broker. It was always very satisfying to help clients protect and grow their financial security. I have worked with people in various walks of life and differing needs, some just starting out and all the way through to retirement, and all levels of wealth.
I sold my business and retired a few years ago. I no longer provide financial advice. I am not licenced to do so anymore but have maintained a strong personal interest, kept my knowledge up to date and continue to be committed to assisting individuals and families navigate the complex and at times confusing financial world we all operate in. I would welcome the opportunity to share that experience and to consult with you.
Why you need The Bare Head Investor
Clients are continuing to pay for advice and active management they may no longer receive or need – because they have every year!
With the extent of poor advice that became apparent after the Royal Commission, I can understand why people became disillusioned with the financial industry. Let me assure you though, there are still honest and caring professionals that remain.
However, it has become obvious from the number of people who have contacted me since then, for information and assistance, that there is often a need for guidance, a second opinion and help. Whether it be about investing, personal insurance, loans, government benefits, or super.
How can The Bare Head Investor assist?
It is all about what is in the client’s best interests. I would welcome the opportunity to share that experience, passion and to consult with you.
I do not provide financial advice, but I know what it should cover, look like and cost. I will work with you to provide the clarity you need to understand and make your own decisions about things you want to know, what your financial planner has told you, where and how to get started, and what value should mean for ongoing service.
I can assist with:
What's the next step?
I would be privileged to be your advocate or reference in matters financial. Whether that be a few simple questions or a substantial request.
Give me a call or fill in the form below - there is NO initial cost.
THE
Bare Head Investor
Disclaimer
THIS IS GENERAL IN NATURE AND DOES NOT TAKE INTO ACCOUNT YOUR PERSONAL FINANCIAL INFORMATION. IT IS FOR INFORMATION PURPOSES AND DOES NOT CONSTITUTE FORMAL FINANCIAL ADVICE. IF REQUIRED, YOU SHOULD ALWAYS SEEK PERSONAL FINANCIAL ADVICE THAT IS TAILORED TO YOUR INDIVIDUAL NEEDS, CIRCUMSTANCES AND GOALS.
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