We lead you today to improve your tomorrow.
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.
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.
We are your advocate.
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:
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.
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.