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Home>Financial Planning in Maroochydore>Guide Financial
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Guide Financial

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Trading for 31 years

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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.

Services

  • Financial Advice

  • Portfolio Management

  • Retirement Strategies

  • Personal Insurance Protection

  • Lending Advice & Brokers

  • Motor Vehicle & Equipment Finance

  • Home Loans

  • Investment & Superannuation Portfolios

  • Cashflow Advice

  • Retirement Planning

  • Financial Goal Setting & Planning

  • Budgeting & Cashflow Management

  • Superannuation & Self-Managed Superfunds

  • Risk Insurance

  • Estate Planning

  • Mortgage Broker

Reviews

5 rating

8 reviews

Filter by rating

HA

Hannah Andersen

4 years ago

The most friendly and professional service on the coast. We have had the pleasure of knowing them for 15 years. Our super portfolio have not been the biggest but it has lasted longer because of great management. We have always been treated like we were the most important clients.

J

JENS Andersen

4 years ago

The most friendly, honest and professional team on the coast. We have been a client for more than 20 years. We are pensioner now, and because of great management our super has lasted a lot longer than we expected.

D

David

6 years ago

S

Simon

6 years ago

Location

6 94 Memorial Ave, Maroochydore QLD

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    Account

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    BPay

  • cash icon

    Cash

  • directDebit icon

    Direct Debit

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    EFT

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    Eftpos

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    Gift Voucher

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    Mastercard

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    Visa

Licences

  • Australian Advice Network AFSL 472 901

  • Certified Financial Planners

  • Australian Credit Licence 377711

Frequently Asked Questions

How much does it cost to have a personalized financial advice document prepared by Guide Financial?

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 that includes portfolio management and ongoing advice at Guide Financial?

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)

Guide Financial

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