Do more with your money
We specialise in helping clients build an asset base that will replace their earned income. Only then can you truly live life on your own terms.
What we do
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.
We help people break the cycle by creating tailored Financial Plans 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 are a Perth, WA based Financial Planning firm however our clients span across Australia as we leverage technology to deliver holistic Financial Planning services across the country.
A tailored Financial Plan will help give you confidence. achieve financial independence. guide and educate you.
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 to achieve a successful outcome. Just as a cake requires precise measurements ingredients, a financial plan requires careful consideration of various elements such as income, expenses, investments, and savings. 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. Timing and sequence matter, too; just as you wouldn’t add frosting before the cake has baked, you wouldn’t invest before establishing an emergency fund. Following a well-thought-out recipe or financial plan can create a solid foundation for long-term financial success.
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.
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.
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.
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