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 as been operating for over 20 years and is a private company owned by our two senior advisers. We have worked hard to build a business that provides quality advice that we can be proud of. In 2015 we chose to obtain our own Australian Financial Services Licence (Australian Advice Network) with a few other like minded firms. This 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.
Products
Investment and Superannuation Portfolios
Home loans
Motor vehicle and equipment finance
Services
Financial Advice
Portfolio Management
Retirement Strategies
Personal Insurance Protection
Lending Advice & Brokers
Reviews
5 rating
8 reviews
Filter by rating
8
0
0
0
0
Media
Amenities
Ways to Pay
Account
BPay
Direct Debit
EFT
Fully Insured
Gift Voucher
Visa
Licences
ABN 43 901 025 372
Australian Advice Network AFSL 472 901
Certified Financial Planners
Frequently Asked Questions
How much does it cost to have a personalised financial advice document prepared?
Due to the time involved in preparing your personalised advice, the cost is typically around $4,000 + GST, and takes approximately 3-6 weeks to complete. There may be a once off implementation fee based on the complexity of your strategies and affairs.
How much does it cost for an ongoing services package which includes portfolio management and ongoing advice?
In our advice document we outline the on-going costs of becoming part of the Guide family to meet your personal needs. (Our ongoing service packages starts at around $3,300 per annum)