Guided Investor

We help grow and protect your wealth

It’s a pretty simple concept – we put together tailored financial plans so you can reach your money goals.

THE PROCESS

Areas of Advice

Investing

Build investments to generate passive income so work becomes a choice and not an obligation.

Destroy Debt

Modern slaves aren't in chains, they are in debt. Destroy your debt to free up cash flow and start building wealth.

Money Mindset

There is a huge emotional aspect to money and by incorporating that into your financial plan, you're much more likely to succeed.

Cash Flow

Understanding your cash flow is understanding where your money is currently going and making adjustments accordingly.

Life Insurance

Life throws some curve balls so if you have debts and dependants then you need to protect yourself financially.

Super

Super is a great retirement system that unfortunately isn't very well understood. Take control of your super and maximise it's potential.

Small Business Owners

Small business owners tend to put all their time, effort and money into their business. Build a plan that also grows your personal assets in congruity with your business.

Retirement Planning

Retire on your own terms with enough passive income from investments to replace your earned income.

Tax Planning

Tax is a necessary evil but with the right tax planning you can reduce your tax liability and use the money to build your own wealth.

Property

Property is a great asset class that has many unique characteristics. At a minimum you should own the roof over your head.

Ethical Investing

Ethical investing is about avoiding socially and environmentally irresponsible companies and focusing on good.

Estate Planning

Don't leave your loved ones with a financial burden on their hands. Put in place a sound estate plan for when you're gone.

What about cost?

We operate on a fee for service basis.

The upfront cost to prepare and present a formal advice strategy, tailored to your needs, starts at $1,100 inclusive of GST. It may increase from there due to complexity and scope of the advice. 

In some instances you may be able to fund this cost via your superannuation. You will always be provided a fixed quote for our service prior to any financial commitment being made.

Who is suited

If you need a hand deciding whether or not tailored advice is suitable for you then consider the following…

who is not

Tailored financial advice is not for everyone. If the following applies to you then maybe consider DIY advice

ready to go?

If you think tailored advice is right for you and you’re ready to take that next step, get in tough below to start the conversation.