Your Guide

We lead you today to improve your tomorrow.

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With you on your financial journey

How we work

When travelling to a new destination you may engage the services of a local guide to inform you of worthwhile experiences, planning the best itinerary based on your interests. Your guide would also warn you of any dangers, organise the logistics for you and accompany you during your stay to meet your needs. This is just what we do for your financial journey in life.

The journey we plan consists of the strategies that provide the best opportunity for you to experience those things important to you. Guide Financial don’t just invest your money; our primary role is to show you what you can do with your money.

Your financial journey can have even greater dangers than any holiday you plan. Before you make a significant financial decision we provide the accountability and perspective on how it will impact your overall position.

It is not just the actions and decisions that we help you make, it is the actions and decisions that we help you avoid that are just as powerful.

Life is complex. Your financial affairs are probably more complicated than they need to be to achieve your goals and have diversification. We simplify your financial life and take care of the logistics in the background so you can spend more time enjoying the scenery on your journey.

We remain on the journey encouraging you to refocus on what is important to you and know your direction.

From others on the guide journey

I always feel suggestions to my portfolio are based on good research and they substantiate reasoning with easy to follow explanations. I appreciate they are available to help and there is always a nice atmosphere not always found in larger firms.

David
Twin Waters

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
Brisbane

We are your advocate.

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We fight for your best interests

In managing your finances we consider it our job to proactively fight for your best interests with all the parties we work with on your behalf. We remain your advocate through hardships to get matters sorted and place you back on track.

Being your advocate is a diverse role including:

  • resolving the best strategies available to achieve your outcomes

  • ensuring you are not charged for something you shouldn’t be

  • negotiating the best rates

  • minimising your exclusions or loadings

  • managing prompt and equitable claims payments

The result. The financial and time savings are significant but more important is the financial certainty we provide without any of the risks or complications you don’t need.

Your Coordinator

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We manage your complexities

A superior tomorrow is best achieved with the combined wisdom of many. Ken Blanchard put it ‘none of us is as smart as all of us’.

The strength of your relationship with your financial adviser is the unified power of many behind the guidance we provide. Whether it is bringing together the skills within our team or through our network of contacts. We coordinate each party to complete their part in fulfilling your needs at an exceptional standard in line with your bigger plan.

Your financial journey needs to be coordinated with others on your team of professional advisers to ensure we are all working in unity to achieve the outcomes important to you. We work with your existing accountants or solicitors and also have our own trusted professional networks to draw on the knowledge of others as required for your situation.

The result. A simpler, more informed life with your affairs managed for your unified purpose. As they say we help you ‘get all your ducks in a row’.

If you’d like to know more about our team, click here.

ABOUT GUIDE

Guide Financial is a Sunshine Coast-based financial services firm committed to ‘being with you on the journey’. The firm has been delivering financial solutions to clients since 1994.

Guide Financial is owned and operated by the firm’s advisers Marc Venter and Bradley Wall, both Certified Financial Planners and representatives of the Australian Advice Network.

Download our latest Company Brochure

FIND US AT
  • 6/94 Memorial Avenue, Maroochydore QLD 4558
  • (07) 5443 1600
  • info@guidefinancial.com.au
Award
Australian Advice Network won Independent Financial Advisers 'Best new Licensee' Award for 2016 ifa_seal_best-new-licensee-2016
Compliance

Guide Financial provide financial services as authorised representatives of Australian Advice Network Pty Ltd
www.australianadvicenetwork.com.au | ABN 13 602 917 297 | AFSL 472901 | 07 5551 0855

Guide Financial provide Lending services as credit representatives of Centrepoint Lending Solutions Pty Ltd www.cpal.com.au/cls | ABN 40 100 947 804 | Australian Credit Licence 377711 | 07 5574 0244

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