Financial Planning
Starts with you
What is Financial Planning and do I really need it?
Financial Planning is an often misunderstood term. As qualified financial planners, we aren't just here to pick some investments for you, tell you if you have 'enough to retire' or help fill out the Income Protection insurance application. Real financial planning is about doing all those things but much more; it's about helping you choose between private school education or a family holiday home, it's about weighing up whether you should extend the family home or relocate, or make the call between investing that redundancy payment in your retirement savings or an education for a career change. Or it can be a whole lot smaller; does my pay rise go to my savings, my mortgage, or can I just spend it on the things I enjoy?
Financial planning is about making choices, and always having someone at your back. We provide peace of mind knowing whatever challenges you face, whatever decisions you have to make, there is an objective voice to help.
The value of our advice comes in many different ways to different people, but it is rare that someone can't use our help in some form or another.
Could you use someone in your corner? Do you know where you are headed and the best path to get there?
Why Guided Wealth?
We can help you take control of your super, build wealth and protect your financial security. With over 25 years experience in the financial services sector, Stephen will listen to your needs and provide advice and recommendations tailored to your specific situation.
We are specialists in pre & post retirement planning and are experts in Self Managed Superannuation Funds (SMSFs). We also have extensive experience with young and mid-career professionals.
Our clients tell us that our genuinely independent, fee-for-advice model gives them the confidence they need that when we give them advice, their best interest is our sole motivation.
Protect the things that matter the most to you
It might just be you against the world, or you may have a family that is the most important thing to you. Whatever your situation, you need to protect yourself, and them, against the unexpected. Talk to us about how you can create a personal insurance safety net to protect your financial lifestyle.
Make your aspirations a reality, start your plan today
It can often be difficult to achieve your financial goals without someone in your corner. Talk to us about developing a plan to help you achieve the things in life that are most important to you.
Retirement planning genuinely tailored for you
At Guided Wealth, as a fully independent financial planning firm, we are able to give advice that is tailored to you, the client. All our financial plans are individually crafted to maximise your situation.
Into Do-It-Yourself? Like to have more control?
Maybe a Self Managed Superannuation Fund (SMSF) is for you. Speak to us to discuss the features and benefits of SMSFs and help you determine if they are right for you.
Do you want a coach, not a lecturer?
If you're looking for a financial planner you can partner with, someone who will inform and guide your decisions, not dictate and chastise, we think we are the advisors for you.
