Founder Chris Carlin is passionate in growing clients wealth, super, and investments
By Kirra Livingstone
Glasshouse Wealth has officially opened its new office at 4/13 Turner Street, Beerwah, marking an exciting milestone for founder Chris Carlin and his mission to help everyday Australians take control of their financial future.
“This isn’t just an office,” Glasshouse Wealth founder Chris Carlin said. “It’s a reflection of our commitment to helping everyday people across the Sunshine Coast and Glasshouse Mountains take control of their financial future.”
“At Glasshouse Wealth, our mission is to empower high-net-worth individuals and aspirational accumulators to achieve generational wealth. I’ve always believed that good financial advice should be accessible, practical, and tailored to each individual. Whether it’s super, insurance, investing, or retirement, we’re here to help people get ahead without the jargon.”
Chris brings over 12 years of experience as a financial planner, having previously built and led Master Your Money Now, a successful Geelong-based advisory firm. After selling that business in 2023, Chris and his young family made the move to the Sunshine Coast in 2024, settling in Beerwah. He lives locally with his wife Natalie, and their two daughters, Charlotte and Chelsea.
Chris said he was inspired to become a financial planner when he received the best financial advice of his life at just 19 years old. “I’ve always been interested in commerce and the numbers side of things, but also helping people,” he said.
“When I saw a financial planner about investing my shares, they said because I only had $8000 in savings, investing isn’t the right thing and it would be better to pay down my HELP debt, when you could get a 20 per cent discount for paying upfront. That has always been the best financial advice I’ve ever received because that was May 2008, four months before the financial crisis.”
Glasshouse Wealth specialises in providing personalised advice to individuals, couples, and families looking to build long-term wealth, protect their assets, and plan for retirement.
Chris said he is passionate about seeing his clients’ financial status grow over the years, as it is living proof of evidence-based results. “I think it’s really seeing the long-term rewards that people get from good financial advice,” he said.
“For example, I have a client who I started working with nine years ago, and now they’ve bought a house, they’ve got investments, their super has grown and they’re worth just shy of a million dollars now. To be able to see that journey and to be able to see the difference long-term advice can make, those one per cent things can make lifetime changes. And it’s not just the client that benefits, it’s their families who benefit too, building that intergenerational wealth.”
The business offers a streamlined, high-impact advice model, allowing clients to stay on top of their finances in just a few hours per year, while Chris and his team handle the detailed strategy and execution.
Services include:
• Personalised Wealth Management
• Leveraged Investing
• Plan B Personal Insurance Strategies
• Superannuation and Investment Advice
• Retirement Planning
What sets Chris apart from the competition is his passion to help not just the already well-off people, but those who are new to quality financial advice.
“I think for me, being a little bit younger, while I’m more than willing to help retirees, I’m also willing to help younger clients as well,” he said. “Those in their 20s and 30s that are just starting out with their wealth journey, setting up their super or buying their first home—the earlier you can get in, the better. What you do in your 20s and 30s makes far more of a difference to what you’re doing in your 50s and 60s. The earlier you can get in to help people with their finances, making those changes over the long term can make a huge difference.”
Appointments at Glasshouse Wealth’s new physical office located on 4/13 Turner Street, Beerwah are available by request, with virtual meetings also offered for clients across Australia.
To book, visit glasshousewealth.com.au.
This article has been reposted with permission. You can view the original publication here: Glasshouse Wealth making you financially independent
