Guided Investor

DO MORE with your MONEY

We specialise in helping people build an asset base that will replace their earned income.

Welcome! What brings you here?

or feel free to just browse 😊

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. Taking control of your finances and building assets which will replace your earned income is what we do. 

Advice your way

Tailored Advice

Take your finances to the next level...
If you want to take your finances to the next level then let us create a tailored financial plan specifically for you, built around your financial position, goals and objectives.
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Free. No catch.

Create your own DIY financial plan with a little help from us...
Sometimes all you need is a little guidance. Follow us on social media where we help educate and inspire you to put together your own wealth creation plan.
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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. 

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. 

Core + Satellite 2 (transparent background)

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.

Keep up with
the latest

We are constantly putting out information which we think will educate and entertain so why not follow along?!

LETS GET SOCIAL!

In the loop

Join our mailing list to keep up with the latest. Oh and don’t worry, we don’t spam our friends! Just useful information to help you on your financial journey.