Guiding financial choices for your future

Aligning the diverse facets of your finances with where you are going is crucial, but it is just the start.

Our aim is to provide you with financial certainty and lift the burden of managing your finances alone. We understand the implications it can have when one small component is overlooked.

Our promise is to be with you on your journey. We aim to provide an informed perspective on your financial direction and to celebrate with you as you achieve your goals. We will provide support through the difficult times, and challenge you to make the decisions that help you achieve your goals.

Guide

We lead today for your tomorrow.

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Advocate

We fight for your best interests.

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Coordinate

We manage your complexities.

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What We Do

Make work optional (Retirement Planning)
Invest your money (Portfolio Management)
Protect you (Personal Insurance)
Make your debt work (Debt management and lending)

From others on the guide journey

We had a great session with Brad yesterday going through our goals and financial plans for the future. It was inspiring stuff and Brad made it really easy for us to comprehend.

Anita

Wife and mother of two boys

Bradley and his staff members are always readily available to answer any queries. He takes a personal interest in his clients and as a result the advice and service given is second to none.

Blair

Bradley has given us support and advice for many years in all areas of finance, investments, super funds and managing debt. We feel very confident that the advice given was right for our needs at the time and he is attentive to our future needs and strives to make that happen for us.

Heather

Marc has provided great support both in the past and also more recently when my husband passed away. I am very happy with the advice he provides.

Mandy

Retiree

Marc is an expert in his field and has helped us immeasurably. I often recommend him to others and always hear the same feedback from them. I have always received Marc’s full care and attention and have benefited greatly from his advice and input.

Graham

Client since 2010

They don’t put my money where they wouldn’t put their own, I liked that my adviser put his own investment money in the portfolio to assess it before using it for any clients.

Chad

I am thankful my adviser strongly encouraged me to get the insurance I needed. When my neighbour died, leaving his wife and children behind, I realised the value of having the protection.

Neil

I appreciate they are available to help and there is always a nice atmosphere [in the office]. Suggestions to my portfolio are based on good research and they substantiate reasoning with easy to follow explanations.

David

Retiree and client since 2007

Guiding financial choices for your future

Guide

We lead today for your tomorrow.

Advocate

We fight for your best interests.

Coordinate

We manage your complexities.

What We Do

From others on the guide journey

Anita

Blair

Heather

Mandy

Graham

Chad

Neil

David

Contact our advisers to discuss how we can help you