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 families, businesses and not-for-profits 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.

Contact us for a review of your finances today.

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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.

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!

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.

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?

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.

Goal setting

Working together we create a financial road map that takes into account personal, business and life goals, as well as peace of mind.

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 rely on the trust of our clients and our reputation 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 in the right direction 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.

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From others on the guide journey

I have always found Bradley to be a genuine no-nonsense, straight-talking adviser. He provides sound guidance and planning, and understands our personal and professional situations well. He has helped me personally grow my superannuation substantially and also provided personal insurance strategies that have evolved with my earnings.

ANITA

Marc utilises his indepth knowledge to apply products and services that fit the needs of our family. His explanations and rationale for his advice is clear and concise. I’m confident we are in a good financial position because of his assistance.

TIM

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

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

I found all the people at Guide Financial to be very easy and confident in their field of expertise, which is very assuring when it comes to your hard earned money. MARC and BRADLEY have come a long way in their business, and this is due to their good business ethic.