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
Building a financial plan is a bit like baking a cake, you need all the right ingredients mixed in the right order.
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.
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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