Guiding financial choices for your future
The purpose of Guide Financial is to empower our clients to live a better tomorrow.
We are in an incredibly privileged position, as we get to know more about our clients than pretty much anyone else. Through the deep and strong relationships we build we get to understand what, and who, is important to you, the complexities that you’re currently facing, your current reality, what keeps you awake at night and much more.
We are experts at creating and implementing financial plans for our clients. It’s a role that we take seriously. We know that our clients financial lives are varied and often complex and that our clients expect us to take care of all aspects of their financial lives. We’re here to simplify and create confidence. That’s what we do. But it goes further than that. What is the point of being wealthy if you’re unhappy or unhealthy? Wealth without health and happiness just doesn’t get the job done.
We want you to use your money to make choices about how to live your life, to get back some valuable time to do the things that are important to you, whilst having more certainty and less stress. That way, all the parts of your life can work in sync with each other.
We’ve been around for a while now. We’ve seen the good, the bad and the ugly of investment markets and we’ve learnt a lot from those experiences. We love sharing that experience to make a difference for people.
Meet Our Team
With the support of a team you are more likely to achieve your goals. Each of our team members are integral to clients’ success through applying their specialised knowledge. Our clients do not engage one adviser rather they are supported by a team at Guide Financial.
The advice team members are professionally supported by the following qualified and experienced members of our Guide Team.
Mary Davies | Client Services Coordinator
Mary’s role includes coordinating the many calendars and tasks to keep the office and events operating smoothly. With over 20 years’ experience in the industry she is always available to assist as needed and her vibrant personality ensures you receive a warm welcome whenever you contact our team.
Toni MCheyzer BComm(FP) | Client service and Insurance Specialist
Toni received honours for her Bachelor of Commerce studies (majoring in Financial Planning and Accounting), she proactively utilises the concepts she has learnt in assisting to manage the financial needs of our clients. Toni’s area of specialisation is in the area of personal protection through insurance.
Tammy Venter BBus DFP | Business Administration
Tammy draws on her business management and financial planning studies to undertake duties which include the financial management and marketing needs of Guide Financial.
Christine Hawking | Client service Specialist
Using skills built through years of providing high levels of client service and industry experience Christine works to manage the ongoing financial needs for our clients.
Victoria Cerroni | Lending Service Specialist
Victoria uses her skills to assist clients in the process of obtaining home loans. Her background in compliance and risk consulting assist her in ensuring the lenders requirements are assessed and met in a professional and timely manner to deliver clients with faster, positive outcomes.
Kelly McRae | Client Service Specialist
Kelly has over 12 years in financial services experience in addition to her studies in business, accounting and financial services. With her disciplined and knowledgeable approach clients can be assured their affairs are in safe hands.
Alison Burke BBus | Client Services Specialist
Alison has an extensive and diverse background in financial services that span over 20 years and include business development manger and owning her own advice practice. Her broad experience help her to confidently empathise with clients as she supports them in achieving the outcomes important to them.