Hear what our clients have to say

All our client testimonials are independently verified by Word Of Mouth Online and can be viewed at womo.com.au.

We moved to Victoria in 2014, from Tasmania, and due to my wife’s failing health, sought to simplify our financial affairs, which majorly comprised a property portfolio, with 6 residential properties. Not having any knowledge of local financial advisory companies, we searched the websites and your Guided Wealth site ‘struck a chord’ with us for its personal nature. We liked the term, ‘fully independent financial planning tailored to your needs, crafted to maximise your financial future’. We understood it promoted a ‘coaching’ rather than a ‘dictating’ approach. This sounded ideal, so I took the next step of arranging personal contact.

Our initial concerns were in finding an advisor who would listen closely to our needs, help us clarify our thinking, formulate a detailed plan and be available to help implement courses of actions. We wanted an advisor who would evaluate the outcomes and would be happy to communicate thoughts and/or modify action as deemed necessary.

We chose you because your manner engenders very good, clear communication, whether spoken or written, with both of us. We think you have a very careful, thorough approach to your work in achieving a successful end. We felt reassured that your professional background of knowledge and experience, was more than sufficient to meet all of our financial needs, both now and in the future.

We are very grateful for receiving good benefits from using your service. We feel greatly respected and reassured that you genuinely have our interests at heart. We feel free to talk about any aspect of our financial path and that all enquiries are welcomed. Overall, we appreciate great peace of mind knowing that our financial affairs are being closely attended in a highly professional manner, both now and in an ongoing capacity.

We have no hesitation in recommending you to our friends, family and church. We believe you would show others the same courtesy and respect, that you have shown us. You exhibit clarity of communication, along with patience and a willingness to help others achieve their financial goals, in a highly professional manner.

James & Jane

We first consulted Stephen & Daniel in the early part of 2015 and were more than happy to engage them as our financial advisers. Since then we have found them to be thorough, approachable, and always responsive to any follow up questions or concerns.

Lyndi & Stephen

Guided Wealth* provide an excellent financial advice, support and efficient service for myself and my disabled son. Their one on one contact either in their office or by home appointment just highlights the company's flexibility and dedicated client service. Highly professional and very approachable - abreast of relevant changes within the financial sector.

Cathryn

Guided Wealth* have been my Financial Advisers for the last few years. In the short time I have been dealing with them I've found them very caring, honest, helpful and feel quite comfortable to trust them with my finances. I have no problem in referring them to friends and family, so much so I have passed their name to quite a few friends already.

Iris

We have always had a great service with Guided Wealth*, assisting us with all our individual needs.

Thank you very much.

Arthur & Tia

Our experience at Guided Wealth* has been positive. In volatile financial times their ability and willingness to respond to our questions is important and reassuring. They are happy to involve us in decisions, provide regular updates on issues affecting our SMSF and they enable us to monitor the health of our portfolio online so we are informed - research options are encouraged and available. We do not think of ourselves as passive investors, and HF welcome active involvement in wealth management. This model suits us compared with a set and forget style offered by some of their competitors.

Maureen & Ian

This is our first engagement with financial advisors. Both Stephen & Daniel are great in what they do. We even heard other financial advisors recommend them, believe it or not.

Simon & Ivy

We were referred to Guided Wealth* by our accountant who said the firm was very professional and independent. We found this to be the case.

We have benefited from Daniel and Stephen's advice on Superannuation, Retirement and general financial guidance. They consistently deliver on their commitments.

They have provided competent and timely advice and service at a fair price, and have invested in getting to know us and our financial landscape.

All the dealings we have with Daniel and Stephen have been handled in a highly competent and professional manner. This coupled with their friendly and personable attitude, has made the relationship most enjoyable. We highly recommend them.

Ron & Judy

We value the support we have received from Stephen and Daniel, in particular a review to improve our house, savings for our child's education and monitoring our superannuation. Stephen and Daniel have a friendly, personal and approachable relationship with their clients.

Vincent & Pam

We were introduced to Guided Wealth* by a mutual friend. Daniel Hogben has done a magnificent job with our superannuation investment. We have always found Daniel and Stephen very obliging and courteous, and would recommend them to any person looking for financial advice.

Vicky & Andy

We are in our 70's and have a self-managed super fund. We were referred to Guided Wealth* by our trusted tax accountant after receiving more expensive, inadequate financial advice from a larger firm.

We have been with Guided Wealth* since June 2013. Their advice has been helpful, clear and timely. We are happy with the fixed fee for advice arrangement.

Robin & Mary Lou

We first sought financial advice as we had just started a family and wanted to plan for and protect our family's financial future. I knew Steve from our Melbourne University days and was confident in his abilities. The service from both Steve and Daniel has been seamless. Their advice is considered and thorough and it is never too much trouble to ring and ask questions.

Kerry & George

We were introduced to Stephen and Daniel approximately 12 months ago. After being let down by our previous financial planner, we were a little sceptical about the whole thing. It took only one visit to realise that the services provided by these two gentlemen belong to another category altogether.

Needless to say, we are extremely happy and reassured, relieved and secure that our hard earned cash is managed by someone who "is in the know" and most importantly, is here to stay for the long run.

Both Stephen and Daniel answered all of our questions without hesitation, provided us with options and solutions, if one issue required a few investigations a call out, the results were promptly communicated back to us in a timely fashion.

On another occasion, I called Stephen after hours to address an important matter relating to our business. Both the call and the advice were handled on the spot without hesitation and with a smile. It is rare and extremely rewarding to experience such service today.

Thank you Stephen and Daniel - I look forward to many more years of business with you guys!

Piero

Choosing a financial planner can be difficult - so we sought some recommendations from our accountant and interviewed all of them. We choose Guided Wealth* because we liked their attention to detail, their willingness to spend time explaining things, and because we felt our plan would be balanced, considered and tailored to our particular needs.

Guided Wealth* have been our financial advisers for 4 years now. They have a good relationship with our accountant and it's nice to know they are both working in tandem towards the same goals. They are willing to pick up the phone and offer advice and raise issues as they happen - not when we're 'due' for a financial review meeting. They are attentive to all of our questions.

Pene & Simon

I appointed Daniel Hogben and Stephen Farrell as my financial advisors in late 2013. It takes time before one can judge the full effectiveness of their advice at this early stage, but I would like to state that I have full confidence in Daniel and Stephen's handling of my investments.

Daniel and Stephen have always been generous with their time and listened patiently to my requirements, questions, fears and concerns.

It is difficult to make investing simple and relatively risk-free. We have worked on that as a team and I am happy with the outcome to date.

Mutual respect and trust are paramount during the building and maintaining of the investor / advisor relationship. I have no doubt Daniel and Stephen will retain their current clients and enjoy ensuing referrals as they are people of ability and integrity.

Camille

Hi my name is Philomena, about 4 years ago I came into some very unexpected money that I had no idea what to do with. Do I buy a property, or do I invest the money somehow, was the big question. The next was how to do it.

In my travels to work out what to do I went and saw 3 companies all of whom did a statement of advice for me and charged me a lot of money for that document.

The reason I did not stay with any of the other companies is because I find all of the financials of life somewhat hard to follow and I was never really clear about what was being said, in these important documents.

Then through a friend I came across Daniel and Stephen from Guided Wealth*, well the difference for me was and is wonderful. Both Stephen and Daniel came and talked to me about the many things that I could do and they were only too happy to answer the many questions I had and still have today. Stephen and Daniel realise that financial planning is not something that everybody can understand right away and that it is a large learning curve for many people.

They also see that everything is different for everyone and seem to be very good at making what they do suit the individual person and their needs.

The best thing for me about using Guided Wealth* is I know I can ask whatever I need to whenever I need to and I know that if things are still not clear Stephen does his very best to make it clear to me and to me the company deserves all the work that they get because they are the only company I could find out there, that does what they do.

Well done Stephen and Daniel, keep up the good work.

Philomena

Dennis and I just wanted to thank you both for your advice and guidance over the past few months with regard to setting up our superannuation fund. The prospect of doing this with our limited knowledge was very daunting. Thank you for providing simple, easy to follow direction, and explaining all the technical and legal requirements. We look forward to enjoying the rewards of your efforts over the coming years! Dennis and I would be pleased to recommend your services to friends and colleagues finding themselves in a similar situation.

Dennis & Joan

Both Stephen and Daniel have been a great help to us with our retirement planning and ongoing advice on where our funds are best suited for our pension and ongoing enjoyment of our retirement.

Ray & Lyn

I would thoroughly recommend the services of Guided Wealth*. They have helped steer us through the mind-field of self funded retirement.

I highly recommend Guided Wealth* to other retiree's who need great advice and direction, as they really listen to your needs and always do what they say they are going to do.

Arthur & Anne

We have used the services of Guided Wealth* over the last twelve months.

The initial recommendation came from our Accountant and after dealing with Guided Wealth*, I would recommend their services for the following reasons:

Investment discussions have been well organised and designed to fit with our investment strategy.
All paperwork including regulatory forms and SMSF structure have been fully explained and completed with a minimum of fuss.

In summary, we would recommend Guided Wealth* because of their professional approach and trust in their competence and high ethical standards.

Grant & Kay

*Original text stated previous business name of Hogben Farrell Financial Planning edited to show current name of Guided Wealth for clarity.

All original clients of Daniel Hogben remain clients of Guided Wealth, now solely under Stephen Farrell's advice service.