As a finance guide, we have a disciplined approach to investing as we don’t want to get caught by any passing fads that may not stack up. We provide quality professional advice across all aspects of a client’s financial life and take a long-term view to building wealth for our clients. This also means being realistic and knowing that some years there will be market fluctuations– well beyond our control – though markets inevitably rise. In the main, the overall trend is strong and upwards.
However, it’s not all about maximising your wealth and introducing you to new opportunities. It’s also about minimising your risks, (saving you from losing money) being a voice of reason and /or a devil’s advocate …being as our name says – a financial guide. When you become a Guide Financial client, we don’t just care about your finances, we care about your life and your family. This personal approach is one that is highly valued by our clients. One of our directors is always personally involved in the advice prepared and given to each client, including their annual review.
The result: Through this level of engagement, experience and performance, we enjoy a high referral rate. Nearly all of our work comes from existing clients who refer family members, friends or business associates.