our mission
Everyone knows they could be doing more to improve their financial position but due to either lack of knowledge or procrastination, nothing changes. Years go by, money comes and goes, but you still find yourself trapped in your 9 to 5 as you can’t afford to leave.
As a financial planner, we help people break the cycle by educating them on how to build and protect wealth. Our primary focus is on helping clients achieve financial independence so they can unlock all of life’s possibilities. We do this through our three service offerings; TAILORED ADVICE, ASK AN ADVISER and the 4 PHASES OF WEALTH.
Advice your way
Take your finances to the next level with a comprehensive financial plan, tailored to your individual needs. We build out your full financial road map for you.
Have a few questions you want answered but don’t need a comprehensive financial plan? Ask an Adviser is a one hour zoom meeting to answer your specific questions.
4 Phases of Wealth
Financial education at its finest. The 4 Phases of Wealth will teach you how to build your own financial plan with our educational video series.
COMING SOON
areas of advice
Building a financial plan is a bit like baking a cake; you need all the right ingredients mixed in the right order. Each ingredient plays a crucial role in determining the overall flavour and texture of the cake, just as each financial component influences the success and stability of your financial future.
Portfolio methodolody
Using a collective of expertise, we build, monitor and manage portfolios that last the test of time using the Core + Satellite approach to investing.
The asset allocation is tailored to your investment timeframe and risk tolerance to give you a portfolio outcome that you are comfortable with.
Risk Mitigation
Protecting your financial position in the event of injury, illness, disablement or death is a crucial consideration in any robust financial plan. This is where Life, TPD, Trauma and Income Protection may come into play.
We complete a detailed needs analysis to determine the cover required, quote the market to find the most competitive policy and have it structured tax effectively.
meet brad
Hi I’m Brad, founder of the Guided Investor. I started in the financial advice industry in 2007 and since that time I have come to the realisation, and a strong belief, that everyone can benefit from having a helping hand with their finances. Financial advice isn’t just for the rich. Everyone has to start somewhere and I have created the Guided Investor in the hope that we can open financial planning to everyone.
Did you catch our latest video?
Check out our YouTube channel where we post weekly videos about how you can do MORE with your MONEY.
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