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.
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.
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.
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. Your financial plan needs to be tailored to your own needs with the right ingredients.
FINANCIAL CALCULATORS
Our free financial calculators are handy tools to use on your journey to financial independence.
Investment Property Projection
Model the purchase of an investment property on cash flow, net asset position, tax and more.
Financial Independence Calculator
Calculate the amount of investable assets you need to achieve financial independence.
Loan Repayment Calculator
Calculate your minimum repayment and the benefit of your additional repayments.
STRATEGY LIBRARY
Immerse yourself in wealth creation strategies specifically designed to help Australian’s achieve financial independence.
Accessing Superannuation: When and How You Can Tap Into Your Super
Parental Leave Pay Explained
Debt Recycling Explained: A Strategy to Build Wealth and Reduce Tax
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, with a passion for helping Australian’s achieve financial independence.
Guided Investor isn’t your typical financial planning practice. We take pride in the education and resources we offer all Australian’s to empower them on their journey to financial independence.
Brad Buters
Managing Director | Financial Adviser
Hi I’m Brad, founder of the Guided Investor. I started in the financial advice industry in 2007, with a passion for helping Australian’s achieve financial independence.
Guided Investor isn’t your typical financial planning practice. We take pride in the education and resources we offer all Australian’s to empower them on their journey to financial independence.
Debt
Investing
Investing
Tax
Retirement
In the loop
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See what others are saying
We are proud of the work we do and are eternally grateful for those clients that take the time to share their experience of working with us.
Sharee Feist20 April 2025Trustindex verifies that the original source of the review is Google. Both my husband and I have been genuinely impressed with the service we've received from Brad at The Guided Investor. We've worked with financial advisors in the past, but none have come close to the level of detail, clarity, and genuinely helpful advice Brad has provided. We're so excited to be working toward early retirement, and Brad has created a financial roadmap that feels both achievable and perfectly tailored to our situation. He explained everything in a way that was super easy to understand—even for people like us who aren't exactly financially savvy! We’ve always had the goals, we just didn’t have the strategies to get there… until now. Brad took the time to understand our circumstances and helped us shape a clear path forward. Plus, the extra links and video guides he provided have been such a helpful bonus! Highly recommend if you're looking for expert advice with a personal, down-to-earth approach. Stephen Watt2 April 2025Trustindex verifies that the original source of the review is Google. We’ve had a great experience working with Brad as our financial planner. He’s incredibly knowledgeable, trustworthy, and genuinely has our best interests at heart. We're in the middle stages of our life, and Brad has helped us make smart, long-term decisions to set up a secure future for our kids. His advice is clear and easy to follow, and we always walk away from meetings feeling confident and informed. Highly recommend! Jessica Gough7 March 2025Trustindex verifies that the original source of the review is Google. So useful and comprehensive - broke down everything really clearly and cut through jargon which I really needed! Michael Boughton6 March 2025Trustindex verifies that the original source of the review is Google. Brad has been helping my wife and me with our superannuation and retirement planning for over 10 years, and we couldn’t ask for a better person to guide us. He’s not only incredibly knowledgeable but also one of the most trustworthy and honest people you’ll ever meet. If you’re thinking about getting your super and retirement plans sorted, I can’t recommend Brad and his team highly enough. You’ll be in great hands! Katharine Haigh18 December 2024Trustindex verifies that the original source of the review is Google. This is our first time engaging a financial planner. Brad was helpful, friendly and above all knowledgeable about his business. He took the time to find out about us and what are future plans are. He was able to adapt to each idea within the meeting and guide us to making good decisions about our future needs. Will be using his services in the future Colin Lloyd28 October 2024Trustindex verifies that the original source of the review is Google. I have been using Guided Investor for quite some time now and have dealt with Brad. He was easy to work with and explained every step of the process in laymen terms and was easy to follow. I wouldn't hesitate recommending Brad and Guided Investor for all of your financial advice. They work with you to achieve your goals in a no nonsense, professional and respectful manner. Donovan (DarkW)14 April 2024Trustindex verifies that the original source of the review is Google. 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 Owen20 January 2024Trustindex verifies that the original source of the review is Google. 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 Brankstone4 January 2024Trustindex verifies that the original source of the review is Google. 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 Cuinn8 December 2023Trustindex verifies that the original source of the review is Google. 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.Load more
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