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Guide Financial

Your Life - Plan it Well

Open
8:30 AM - 5:00 PM
07 5443 16
0km Away
6 /94 Memorial Ave Maroochydore QLD 4558
5
Price range: $$

Contact details

Info

Guide Financial Reviews (6)

Really happy

a year ago
David - Sunshine Coast QLD

Very Professional

a year ago
Simon - Sunshine Coast QLD

Love it!

3 years ago
I have changed my life insurance over to Guide Financial and am super happy with the health perks! Got a great discount on the new Garmin waterproof smartwatch. Just love it!
Tammy Venter - Maroochydore

Have recommended these advisers to many of my friends

4 years ago
Bradley and Marc are very pleasant people to deal with, and are surrounded by a very friendly team. The office environment is light and airy and there is always a nice atmosphere not always found in larger offices. I always feel suggestions and changes with my portfolio are based on good research, and when reviewing same you they substantiate reasoning with easy to follow explanations. I appreciate they are also available to help at times between reviews.
David Greenhalgh - Twin Waters

Great session

4 years ago
Just wanted to say we had a great session with Brad going through our goals and financial plans for the future. It was inspiring stuff and Brad made it really easy for us to comprehend!
Anita Beasley - Sunshine Coast

Highly recommend

4 years ago
Great advice and friendly people. Definitely recommend if you are looking for financial planners.
Suzie Johnson - Sunshine Coast

Products

  • Life insurance
  • Income protection insurance
  • Trauma insurance
  • Personal & commercial property loans
  • Motor vehicle finance
  • Equipment finance

Services

  • Financial Advice
  • Portfolio Management
  • Retirement Strategies
  • Personal Insurance Protection
  • Lending Advice & Brokers

Videos

Specialties

  • Privately owned personal financial advice & management firm offering financial advice based solely on our clients best interests

Licences

ABN 43 901 025 372
Australian Advice Network AFSL 472 901
Certified Financial Planners

About Guide Financial

* Make your financial world simpler and more secure
* Non-bank aligned professionals sourcing solutions in your best interest
* An informed perspective with you on your journey

Guide Financial is a private company owned by our two senior advisers. Our business began in 1994 providing financial services for accounting clients of the practices. Over time our business has grown and we moved to our own premises and rebranded taking on the name Guide Financial to accurately reflect our services to clients.

We have worked hard to build a business that provides quality advice that we can be proud of. In 2015 we have chosen to obtain our own Australian Financial Services Licence (Australian Advice Network) with a few other like minded firms which enables us to most effectively deliver the advice our clients seek and deserve. Our financial services licence provides a platform which enables us to:
* Approach financial investment providers to negotiate superior fee savings for our clients
* Offer truly advice based services not linked to products

Our investment philosophy is based on discipline, risk management, diversification and quality investments.

Come and see us for an informed perspective on your financial wellbeing and direction to help you to make wise, disciplined financial decisions.

Media

Newest review for Guide Financial

David - Sunshine Coast QLD
a year ago

Really happy

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