The Sunshine Coast’s most friendly and committed financial service team.
Guide Financial is a Sunshine Coast-based financial services firm committed to ‘being with you on the journey’. We’ve been delivering financial solutions to clients since 1994 and are owned and operated by advisers, Marc Venter and Bradley Wall, both degree qualified and Certified Financial Planners, and representatives of the Australian Advice Network. Marc and Bradley are supported by a team of eight qualified staff, all with many years’ experience in various aspects of financial services.
Guide Financial is passionate about helping clients achieve a financial journey that is in the right direction and on-track. We provide tailored advice and individual solutions in:
- Porfolio Management
- Cashflow Advice
- Retirement Planning
- Goal-setting and more
We aim 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.
For more information on Guide Financial, download our latest brochure here.
What Guides Us?
Whilst we are privileged to guide you, our vision, mission and values guide us.
Our mission is to empower our clients to live a better tomorrow by guiding their financial choices, implementing robust financial plans and enabling healthy financial futures.
Our vision is to improve your today, and tomorrow, as we guide you towards financial certainty.
Collectively, we value:
Relationships – we build mutually rewarding relationships for the long term
Enthusiasm – we tackle our work with energy and enjoyment
Trust – we build and maintain trust in our performance
Balance – we are committed to creating balance in our work and personal lives
What makes us different to other Financial Planners?
It may sound funny, but because we’re not aligned with any banks or financial institutions, we have to thoroughly research the market to judiciously seek out the best available products, relationships and suppliers. By providing our own recommendations we are highly vested in their outcomes.
- Over 25 years on the Sunshine Coast
We’re established and successful and have seen enough financial market changes to guide people with care and understanding. We also know the nuances in the Sunshine Coast market and investment performance like the back of our hand.
- Goal-setting and relationships
Our business relies on us establishing trustworthy relationships. We do this by taking the time to get to know our clients, what their goals, dreams and hopes are – and how we can work together to establish a financial plan with KPIs to achieve these securely and in a timely manner.
While setting out a plan and implementing it are core to achieving a great financial roadmap for you, what is even more critical is us getting results. We’ve helped hundreds of clients achieve great success in establishing goals, setting up cashflow budgets, growing investments and savings, accumulating retirement funds, sourcing suitable lending packages, handling insurance claims and more.
We’d love to be your guide to a confident financial future. Call us today for a confidential chat on 5551 0855.
Meet Our Team
With the support of a team you are more likely to achieve your goals. Each of our team members are integral to clients’ success through applying their specialised knowledge. Our clients do not engage one adviser rather they are supported by a team at Guide Financial.
The advice team members are professionally supported by the following qualified and experienced members of our Guide Team.
Mary’s role includes coordinating the many calendars and tasks to keep the office and events operating smoothly. With over 20 years’ experience in the industry she is always available to assist as needed and her vibrant personality ensures you receive a warm welcome whenever you contact our team.
Toni received honours for her Bachelor of Commerce studies (majoring in Financial Planning and Accounting), she proactively utilises the concepts she has learnt in assisting to manage the financial needs of our clients. Toni’s area of specialisation is in the area of personal protection through insurance.
Stacey uses her skills to assist clients in the process of obtaining home loans. She has an extensive background in the lending industry which assists her in ensuring the lenders requirements are assessed and met in a professional and timely manner to deliver clients with faster, positive outcomes.