All Services

Helping you make wise, disciplined decisions that create a confident financial future

Experienced Financial Advisors on the Sunshine Coast

As Financial Advisors that have been working on the Sunshine Coast for over two decades, we’ve developed a solid client base, due to our service ethic, advice, professionalism and results.

In that time, Guide Financial has grown to provide an extensive range of services for local and interstate clients.  Our services encompass the key elements that can help clients create a wealthier future; elements that can be of value to young adults just starting out or for older people in their twilight years.

When it comes to helping people improve their financial situation, everything is interrelated. For example, goals will impact how you budget and how much you put into superannuation for retirement. All of these decisions have a tax impact and need to be considered in estate planning.

We have a responsibility to ‘know each client’ which means understanding their overall situation and goals to provide the optimum advice for them. The services we provide are not exactly a menu for you to pick and choose. It’s more about giving you the confidence to know we’ve got everything covered and can be a one stop for you.

Explore our Services

Financial Goal Setting & Planning

Developing financial goals to support life goals

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Budgeting & Cashflow Management

Helping you manage your cashflow in 3 key areas

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Superannuation & Self-Managed Superfunds

Making the most of super at every stage of life

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Retirement
Planning

Real and achievable retirement plan, target date and target amount

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Risk Insurance

Risk protection including personal protection plans and business insurance

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Portfolio Management

Investment Advice, Managed Investments, Shares within Managed Funds, Sustainable Options

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Tax Strategies

Strategies for structuring asset ownership, your finances and your retirement more tax effectively

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Estate Planning

Insurance, Wills, Generational Planning – ensuring the right people get the right amount, at the right time

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Small Business Advice

How best to financially structure your business, shareholder payments, succession planning etc

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We also arrange Lending

As a fully accredited finance broker our Lending Services and experience cover:

  • Business Loans — Small Business, Agricultural, Fisheries

  • Equipment Finance
  • Personal / Car Loans

  • Other Margin Lending for investment purposes

  • Debt Management Strategies and Advice

Highly Qualified Sunshine Coast Financial Advisors

Our staff are highly qualified, experienced and connected. We are committed to providing you with quality, financial advice and a wide choice of products and/or services to suit your individual circumstances.

As a Guide Financial client, you will receive:

  • A Written Statement of Advice following consultation with you, which will outline our recommendations for best meeting your objectives.
  • Prompt response to any enquiry, our care and attention.
  • A 90-minute annual review that takes you through the performance of your portfolio, all your investments and superannuation, and our recommendations for the coming year.
  • Advice that is specific to your goals and needs.
  • A comprehensive written report provided following review meetings.
  • Access to your own Financial Dashboard (for managed investments and superannuation clients) where you can monitor daily the progress of your funds.

Our Fees

At Guide Financial we provide a complementary initial consultation, generally in our offices, to understand your needs and goals. We also explain our services as they would apply to your situation. This assists prospective clients understand how our services may be able to benefit them and the associated costs. Our Fee information can be found here.

Why choose Guide Financial?

At Guide Financial we are reliable, results-focused and have investment options that no other organisation on the Sunshine Coast can provide.
To truly understand what sets us apart from other Financial Advisors on the Sunshine Coast, see The Guide Difference.

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.

Neil

Read more of Brad’s ratings by clients.