Who Are We?

The name It Happens was born from a long standing belief that unfortunate events do happen which have a devastating effect on families and finances. People are so busy building their assets and lifestyle, they often forget the very important issue of protecting their assets and lifestyle. Unfortunately “it” does happen more often than we realise. At It Happens we can help you plan your financial security, be it asset protection or retirement saving through the combined experience and expertise of our financial advisers supported by our client services team.

Sheryl Glasse (principal) has over 20 years experience in providing financial advice to a wide range of clients. She specialises in the risk management and retirement savings needs of people like you.

Sheryl is an Authorised Financial Adviser (FSP 19384) recently authorised by the Financial Markets Authority. This means she has passed exams and met the required standard to be authorised.

She will be engaged in ongoing education and training relating to insurance and investment matters.

Our client philosophy is to build ongoing relationships where you receive the best possible financial advice and friendly personal service. The work we do must be relevant, practical, and acceptable to you throughout the relationship. We have relationships with many financial institutions. You are assured of getting advice relative to your needs and a choice of researched and recommended solutions to choose from.

As part of our comprehensive approach to planning your financial security we invite involvement from your other professional advisers. This ensures that all aspects of your financial affairs are covered. Your circumstances and financial needs can change over time. Through our ongoing review facility, together we can regularly look at your financial plan to ensure it reflects your changing requirements.