Gloria Mina, Founder, Director, Practice Principal / Senior Financial Adviser
Gloria Mina is passionate about helping everyday people to achieve financial freedom, through a process of education and allowing you to better understand your relationship with wealth creation. Client is equally as passionate about customer service, and is well organised and efficient.
A common misconception is that you need to be wealthy to need a Financial Adviser, which couldn’t be further from the truth. Having worked in financial services for over 10 years, Gloria has come across of variety of clients from all walks of life, and understands that a one size fits all approach does not work. Client strategies are tailored to the individual needs of the client.
Gloria loves getting to know what is important to you, and believes that together we can ensure you enjoy the rewards of careful planning and your hard work, while being protected.
Retire Ready Financial Planning was established to provide financial planning services to people to positively impact them through whatever stage in life they may be in, to essentially allow them to Retire Ready. Retirement is something we work towards from the day we start work, even if we don’t realise it. Our existence thrives on ensuring our clients achieve financial success, allowing them to overcome the obstacles along the way. Whether that means paying off your dream home, educating your children, or taking that trip.
Now, there is really no better time to think ahead.
Leanne Dean, Client Services Manager
The friendly face you’ll meet at the front desk of Retire Ready Financial Planning, Leanne has enjoyed a career in the banking and finance sector that has spanned three decades.
With extensive experience at the ‘coalface’ of customer service, Leanne has held numerous positions dealing directly with clients and, as a highly organised person, enjoys helping them to organise their affairs. Leanne is detail oriented, and works alongside our Adviser to ensure clients have all the information, checklists and paperwork needed to reach their financial goals. Leanne is able to troubleshoot problems, takes a keen interest in client wellbeing and satisfaction.
A proud long-time resident of Melbourne’s west, Leanne is a die-hard Hawthorn Football Team supporter and enjoys cooking for her family and visiting new places.