SIMPLY MONEY – WHO ARE WE?
About Us
Our Committment
We’re committed to understanding YOUR needs – helping you to realise your full potential. We have a strong referral network and work hard at providing the best one-to-one service we can.
Meet our experienced team.
Charles Gluck
Simply Money Pty Ltd was established in 2004 and right from the start, his focus has been on building strong relationships with Simply Money’s many clients.
Through solid investing in property via sound finance strategies, Charles’ aim is to develop the wealth of his clients in a sustainable and ethical way.
Over the years, Simply Money has assisted self-employed clients review business operations, and helped them understand the working capital cash flow required to run the business effectively.
The founding Director, Charles Gluck, has for the past 30 years provided sound financing structures to a range of customers, including small business’.
With an Accounting background, and having been a Director of a Real Estate business, he is uniquely positioned to provide valuable experience to ensure you meet your needs and goals.
Daniel Leonov
Daniel is a finance and banking professional of 10 years, with expertise in bank management, residential lending, asset finance, operations, sales and client relationship management.
This carefully cultivated skillset, coupled together with a passion for helping his clients achieve their desired results no matter where they are on their property journey, is what allows him to expedite his clients’ wealth through strategic property investing and credit structuring.
“Everyone deserves the chance to build a property portfolio to secure their future financial freedom in a sustainable and secure way,” he says. “It is only a matter of understanding a client’s current situation, their goals and risk profile, and creating a strategic plan on how to get there, with the right credit structure from the outset. This is something that I enjoy doing for my clients on a daily basis.”
With a philosophy of taking the stress off his clients’ shoulders and removing complexity surrounding a credit transaction, he is able to provide sound and genuine advice to ensure his clients are making the best decision possible.
“With so much information and so many avenues to go to for advice, I know how overwhelming it can be to even know who to go to or where to start, that’s why I strive to remove complexity wherever possible, and make finance simple, while also educating my clients in the process.”
His expertise allows him to work with a large breadth of clientele, in many aspects of finance, and whether you are purchasing your first property or your tenth, he will strive to achieve the most desired outcome.