What We Do
Independent Financial Planning
In our heart of hearts, we are planners; not investment analysts or brokers, not economic forecasters or insurance salespeople. As financial planners; we help you define what you want, plan how to achieve it, and guide you along the way. It really is that simple.
Our Philosophy
It's all about you. Everything starts and ends with our clients. What is it that matters most to you? What does success mean for you? Can we help you get there?
All our planning conversations start with these questions and form the basis of our future discussions with you.
We believe that our advice must always be answering these questions, and progressing you closer to achieving the things you tell us are important to you. It’s the strategy, the ongoing goals, that make a real difference to you, not products or investment markets.
As long as we always put you first, then we should be consistently able to deliver a service you find invaluable.
Who Are We?
Guided Wealth (originally Hogben Farrell Financial Planning) was established at the height of the Global Financial Crisis in 2008 by Daniel Hogben & Stephen Farrell, who built their practice up from scratch, a daunting task given the market environment of the time.
In 2017 Stephen bought out Daniel and Stephen is now the sole owner and operator of Guided Wealth.
Stephen is the sole Financial Planner and Responsible Manager for Guided Wealth’s Australian Financial Services License; a fully independent, self-owned financial advice practice.
Stephen is the sole director at Guided Wealth, Senior Financial Planner and the Responsible Manager for our AFSL. He has over twenty five years experience in the financial services industry.
Stephen's educational qualifications include a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma of Applied Finance & Investment and a Graduate Diploma of Financial Planning, both from the Securities Institute.
Stephen is an AFP with the Financial Planning Association and is currently undertaking his Certified Financial Planning designation studies.
Our License
Guided Wealth Pty Ltd holds its own Australian Financial Services Licence (427218) directly with ASIC and is 100% owned by Stephen. Guided Wealth conforms to the Corporations Act definition of independence.
For a copy of our Financial Services Guide click here.
For a copy of our Privacy Policy click here.
For a copy of our Complaint Handling Policy click here.
For a copy of our CPD Policy click here.