Guide Financial

About

Guiding financial choices for your future.

Story

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
Guide Financial have various relationships with Accountants, Solicitors and other professionals to
provide comprehensive assistance. As always these relationships have been built with your best
interests in mind; no monetary compensation is provided to, or received from, any of these
professionals.

Mission

To Get You There

Products

Planning, Advice and Management Services for your finances

Including:
* Portfolio Management
* Personal Protection Insurance
* Mortgage Broking Services