Do MORE with your MONEY

 
 
 
  Excellent  
    
 Based on 17 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Donovan (DarkW) 
 
14 April 2024
 
 
  
I contacted at least four Financial Adviser firms before choosing the Guided Investor. The other firms follow a specific recipe which is not in line with my own requirements, and their corporate methodology makes one feel to be just a number. Brad was awesome to work with and did not force any products on me. He is a good listener, professional and provided expert advice suited to my situation. I would recommend Brad and his team if you require a more personal touch and current, relevant knowledge on the vast financial options out there.
  
 
  
 
 
 
  
 
 
 Denise Owen 
 
20 January 2024
 
 
  
Great service, Brad has helped us to plan our retirement without needing to work til we’re 90!   Having the very confusing world of finance and retirement planning explained clearly and at our pace was extremely helpful.  We will certainly be regular customers 😊
  
 
  
 
 
 
  
 
 
 Tammy Brankstone 
 
4 January 2024
 
 
  
Brad at the Guided Investor provided my husband and I with exceptional financial advice that will positively impact our financial strategy. He expertly guided us on optimising our superannuation, offering insightful recommendations for maximising its potential. Brad's personalised approach extended too planning for private schooling for our two boys, ensuring a tailored savings and investment strategy. His emphasis on portfolio diversification showcased a keen understanding of risk management, paving the way for future wealth creation. Brad's wealth of knowledge, clear communication, and dedication to our financial goals make him a standout advisor.
  
 
  
 
 
 
  
 
 
 Eoin Cuinn 
 
8 December 2023
 
 
  
Working with Brad from Guided Investor has been an absolute pleasure. Coming from a reasonable knowledge base on the FP process, I felt listened to and respected across every step of the journey, with the end outcomes reflecting everything that was asked for and more.
I would recommend Brad to anyone who is after some solid Financial Planning and Advise, regardless of what part of the journey they are on.
  
 
  
 
 
 
  
 
 
 Debra Meyer 
 
6 August 2023
 
 
  
Highly recommend Brad, he is really easy to talk to and makes sure you understand everything along the way. I have so much more hope and a plan for retirement after all the advice.
  
 
  
 
 
 
  
 
 
 Tarek Abdullah 
 
11 April 2023
 
 
  
I'd been trying to get the cover insurances for me for some time but wasn't sure how to or even where to start. With the comprehensive assistance from Guided Investors, it became not just possible but also easy.

Excellent service. Good experience. Highly recommended.
  
 
  
 
 
 
  
 
 
 Alex Z. 
 
23 March 2023
 
 
  
First I came across Brad after having watched some of his finance/investments related videos on his YouTube channel.

I liked his grounded and rational way of financial content delivery, which was not trying to upsell you on anything. Brad's opinions on having the right stock market investment mindset resonated with me (i.e.: importance of portfolio diversification, asset allocation/location, fees, long-term horizon, superannuation, etc.)

Thus, when my father decided to plan for retirement, I decided to seek a professional financial advice from Brad with regards to my father's retirement plans.

When dealing with Brad, I found him to be super friendly, extremely professional and knowledgable around the areas where I needed help. The received professional advice was thorough and detailed, and Brad was very responsive and addressed all the questions I had regarding the investment choices for my father's superannuation, transition to an age-based pension and moving to a tax-efficient setup in the context of superannuation.

Also, what's most important, Brad's professional advice was grounded, honest and transparent, while taking into account my father's financial situation and risk profile.

I do recommend to reach out to Brad for a professional financial advice.
  
 
  
 
 
 
  
 
 
 Louis du Plessis 
 
16 December 2022
 
 
  
Brad has helped us enormously with our retirement plans.
Friendly, well researched, expert advice, delivered in a way that we could easily understand.
Would readily recommend  him to anyone requiring sound financial advice.
Louis and Julia du Plessis
  
 
  
 
 
 
  
 
 
 Andy Stephens 
 
3 September 2022
 
 
  
Super professional performance by Brad Buters. Clearly expert in his field.
  
 
  
 
 
 
  
 
 
 Patrick Turnbull 
 
16 September 2021
 
 
  
Brad has helped my partner and I over the last 18 months- first with a detailed financial plan to save to buy our first home and then to budget and put a savings plan in place for the upcoming arrival of our first baby. He has been responsive, friendly, knowledgable and approachable. Highly recommend engaging Brad for any financial needs