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Financial Certainty

Your guide to a confident financial future

Financial Certainty

Your guide to a confident financial future

Guide Financial is a highly-experienced financial services firm based at Cotton Tree on the Sunshine Coast. Since 1994 we’ve been offering advice and solutions to individuals and families and see our role as being on the journey with you. By working in partnership with our clients and by truly understanding their aspirations or reality – whether it’s a new business opportunity, succession planning, retirement, marriage or divorce – we provide financial guidance, advocacy and coordination to create confident financial futures.

We know the impact good financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you.

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How is Guide Financial different?

Put simply – experience, knowledge and owners working in the business day to day helps set us apart. As a financial services firm with our own financial advisory license, we ensure our sole focus is to deliver our vision:

Improving your today, and tomorrow, as we guide you towards financial certainty.

We’re passionate about helping our clients achieve a financial journey that is clear, aligned with their goals and on track. We provide tailored advice and individual solutions to always ensure our clients’ financial affairs are performing to the best of their ability, with as minimal outlay as possible. Our clients are rewarded with the confidence of knowing their financial roadmap is simple, clear and healthy.

Portfolio management

Guide Financial use sophisticated and time-tested investment methodologies to develop individually tailored portfolios that protect and grow the wealth of our clients.

Cashflow advice

Our practical hints can help you get on track faster, with greater clarity and commitment. We provide an informed perspective on the most beneficial use of your money.

Retirement planning

Do you have enough for the retirement you want? We show you how to best structure your finances and investments for financial certainty, both as you approach retirement and journey through it.

Lending

Want a new house, investment property, car, caravan or boat? With access to over 50 lenders, we can broker the best loan on your behalf. Talk to us today!

Insurance

We help you to protect your greatest assets with contingency plans should a situation arise. We’re across the mumbo jumbo and can source affordable policies. Want to know how?

Goal setting

Working together we create a financial road map that takes into account personal, business and life goals.

People who receive ongoing financial planning advice experience:
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greater levels of overall personal happiness
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overall increase in peace of mind
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increased feelings of security regarding their day to day finances
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less likelihood to have arguments with loved ones
While those that don’t receive financial advice were:
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more likely to have their sleep disrupted due to money concerns
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more likely to feel stress and anxiety

Marc is always current with financial advice. Honest and reliable, extremely skilled at his job. Offering sound advice without putting us at risk. He has been involved with all 5 of our grown children from buying homes, investments, and superannuation. He has gone over and above in the help he has provided us and our family.

Rosalie