Financial advice across every stage of life
Money decisions can feel overwhelming, but they do not have to.
At Moolawise, we help people make sense of their financial world so they can feel more secure, more confident and more in control of their future.
Since 2006, we have been providing financial advice built on genuine relationships, careful planning and practical guidance. With more than 20 years of experience working with clients, our team and trusted network of professionals bring expertise across the key pillars of financial planning, including lending, personal protection, superannuation including SMSFs, cash flow management, investments, tax-effective strategies and estate planning.
We understand that financial wellbeing is about more than numbers on a page. It is about protecting the people you love, creating more choice in your life, preparing for retirement, and knowing you have someone experienced beside you when important decisions need to be made.
That is why we deliberately spend more time with fewer clients. We take the time to understand your goals, your family, your financial position and the life you want to build.
Moolawise brings together “moola,” a familiar word for money, and “wise,” reflecting our purpose of helping people make smarter, clearer and more confident financial decisions.
Build wealth. Protect your family. Retire with confidence. Become Moolawise.
Glenn Loadsman
Financial Adviser & Mortgage Broker
With nearly two decades of experience in financial advice, Glenn specialises in delivering tailored, holistic strategies for clients across all life stages. Since 2007, he has built a strong reputation for combining technical expertise with a genuine commitment to helping clients achieve long-term financial confidence.
Glenn thrives in environments that value integrity, strategic thinking, and meaningful client relationships. His approach is highly personalised—translating complex financial concepts into clear, practical advice that empowers clients to make informed decisions.
Known for a strong client retention record and an extensive professional network, Glenn focuses on building lasting partnerships grounded in trust, transparency, and results. He brings a solutions-oriented mindset, a drive for continuous improvement, and a passion for helping others succeed financially.
Investments
Getting the most out of your investments!
Education Savings
Give your children every advantage.
Retirement
How much do I need to comfortable retire?
You've spent decades building wealth, your estate plan ensures it goes exactly where you intend, tax-effectively. We create bespoke wealth protection strategies combining wills, trusts, power of attorney, and investment structures tailored to your family's situation.
Grow your wealth with a strategy built around your goals. Understanding how your investments fit into your broader financial plan is essential to achieving your goals. We help clients develop robust portfolios and tax effectively build long-term wealth.
Give your children a strong financial start with a structured education savings plan. We help you prepare for future education costs by building a dedicated investment strategy that grows over time while managing risk.
If you’re planning for retirement , we help you make confident, informed decisions about your future. From understanding and optimising your super to exploring sustainable income options, we create a tailored retirement strategy aligned with your goals.
Why choose Moolawise
We listen to your needs and tailor advice to your goals.
We provide advice that is in your best interest and easy to understand.
We're here for you every step of the way.
We act with integrity and are committed to your success.
Moolawise have been our financial advisers since 2015 and during that period, despite market uncertainty, they have provided us with sound and astute advice which has enabled our portfolio to substantially expand. We are very happy to recommend their services.
Grahame and Virginia
Moolawise have been providing financial advice to us since 2014. During that time they have listened to us and helped us build a plan that has put us in a financial position we could never have believed possible. We could not be happier with their services.
Jaroslav and Mary
Glenn is a great financial advisor and SMSF expert. He has been instrumental in helping our family plan for now, and the future. Something that sets him apart is his respect and understanding of women as equal financial partners in a relationship.
Highly recommend!
Felicity
Moolawise have helped us achieve our lifestyle goals and then found more ways to help us that we had not thought of. We have benefited substantially more than the fees we pay. Not only do they seek to catch up periodically, every single time we've reached out to to our adviser with a question, he has been there for us right away.
Ronen