Client Stories

Retiring, buying a home, having a child—these are exciting life moments that come with so many financial questions. Our tools and experts are here to help guide you along the way.

"We have been with Pennywise Investments since they first began. Our previous experiences with Jeff Glossop had shown a person of the absolute highest integrity and trustworthiness and we were totally confident that this company would be the one for us.

Throughout the years Pennywise have used the most up-to-date resources, along with professional wisdom, to develop and maintain our financial portfolio. Their long-range vision and advice are characteristics of their wise stewardship of our finances and we now have a portfolio that has withstood significant national and international financial fluctuations, setting us up in a very healthy financial position as we move toward retirement. We have always felt secure in the knowledge that the people of this company put their own investments into the same portfolios as us, along with the rest of their client base.

We have complete confidence in the ongoing management and advice from Pennywise. Their record for us has been exemplary and we strongly recommend them to any others who are seeking to have financial planning that is based on a thorough understanding of each client’s needs, with portfolios being managed with professionalism, flexibility and integrity."


Des and Lois, Deputy Principal/Teacher and Education Assistant

An accountant by profession and with help from friends in associated professions, I looked after my own and my family’s financial affairs for many years. Things were simple in the 70’s and 80’s but gradually became complicated with the plethora of changes in taxation legislation and the many ‘get rich quick’ and ‘investment’ schemes being touted by private interests. I admit to being somewhat sceptical of actuarial forecasts for future wealth from savings, insurance, superannuation and the like.

Other than the family residence, our savings were limited to investments in bank deposits and a residential block. Like many others, we viewed the old age pension as an income supplement to our investments. Superannuation was something that had been negotiated through various industrial awards or was paid into employee superannuation funds by Governments, Federal, State and Local. Some of Australia’s biggest companies had also established superannuation funds for their employees.


Dan and Linda, Bunbury Residents

When we were due to retire we knew we did not have the expertise to manage our own superannuation but we wanted the security of knowing we would get the best returns on our investments. Jeff and his team at Pennywise were recommended to us and from the very first meeting we knew we were in safe hands.

During early discussions, Jeff established whether we were risk takers or not and what our financial needs and wants for the future were. He then designed an investment portfolio to suit us. Now, we are continually kept up to date with how the markets are going, given reassurances during the ‘not so good’ times and we have complete confidence knowing that the Pennywise Team is always working to get the best possible returns for us.

Another aspect that we think makes Pennywise Investments stand out from other financial advisors is Jeff’s advice on the physical needs of retirement. Having been with Jeff and his team for over fifteen years now, we appreciate his ideas regarding the need to plan for when we may no longer be able to live in our family home. The informative seminars which Jeff organises on a regular basis give us a feeling of knowing ‘what lies around the corner’ and what we need to do in the longer term to give ourselves and our children peace of mind.

Jeff and his team treat us as friends rather than clients. Our questions and concerns, no matter how small are always resolved. Jeff once said, “Do not lie awake at night worrying about something financial. That’s my job!”

We feel we are very fortunate to have chosen Pennywise Investments to look after our finances.


Peter and Lyn, Bunbury Residents

We joined Pennywise Investments on the first day they opened their office in Bunbury back in 1995. It was the best decision my wife Sandra and myself have made.

We were impressed with Jeff from day one, his financial advice is first class. He is dedicated to his clients and we have faith and confidence in him and his staff.

We have no hesitation in recommending Pennywise Investments.


Alan and Sandra, Busselton Residents

Prior to and post retirement Jeff was able to set a path to consolidate our finances and eliminate worry over the years. Then, as time passed by, Jeff was able to explain and remove the mysteries and problems of interacting with Centrelink.

He was especially knowledgeable, able to give great help and assistance for the eventual move to nursing home care.


Norm, Bunbury Resident

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