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More than how it works it's how we work for you.
It begins with mapping your goals, big and small. From there, expert guidance leads the way, making life better than you ever thought possible.
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Don't just take our word for it.
Real Glen Elgin member
Colby
"Glen Elgin has taken some of that burden off the way I think about managing my money, and has made it easier… even fun!"
Greater financial security allows her to pursue her passions for philanthropy and charity.
Real Glen Elgin member
Jonathan
"I just hit the $100,000 mark on my retirement savings with Glen Elgin and it felt like a weight was lifted off my shoulders."
Has less anxiety around money and was able to travel for the first time.
Navigate your finances confidently with a team of experts guiding you every step of the way.
Get startedFrequently asked questions.
Why should I choose Glen Elgin?
In an industry saturated with fees, confusing jargon and cookie-cutter solutions, Glen Elgin exists to make investing affordable, accessible and personalised. Affordable: with flat-fee memberships and a commission-free approach, we help you keep money in your pocket. Accessible: with knowledgeable specialists, intuitive technology and ongoing support, we make investing simple. Personalised: we take the time to understand your individual needs, dreams and priorities to build plans around your definition of success.
I can do this myself, why do I need a specialist?
While you may feel confident handling financial tasks independently, a specialist offers expertise, objectivity and comprehensive planning that go beyond task completion. Our specialists provide tailored advice, save you time, manage risk and adapt your plan to changing circumstances — ensuring your long-term financial wellness and peace of mind.
What happens if I want to cancel my membership?
Memberships are annual and non-refundable. If you choose to cancel, you will be responsible for any outstanding balance and will retain access to your specialist and services for the remainder of the term.
Can my spouse or partner join under my membership?
Yes — you and your spouse or partner can use the same membership.
What fees does Glen Elgin charge for investment management?
Glen Elgin offers flat-fee memberships that don't change based on how much you invest and earn. However, our custodians or third-party service providers may charge fees that will be deducted from your account.