We lead you today to improve your tomorrow.
With you on your financial journey
How we work
When travelling to a new destination you may engage the services of a local guide to inform you of worthwhile experiences, planning the best itinerary based on your interests. Your guide would also warn you of any dangers, organise the logistics for you and accompany you during your stay to meet your needs. This is just what we do for your financial journey in life.
The journey we plan consists of the strategies that provide the best opportunity for you to experience those things important to you. Guide Financial don’t just invest your money; our primary role is to show you what you can do with your money.
Your financial journey can have even greater dangers than any holiday you plan. Before you make a significant financial decision we provide the accountability and perspective on how it will impact your overall position. It is not just the actions and decisions that we help you make, it is the actions and decisions that we help you avoid that are just as powerful.
Life is complex. Your financial affairs are probably more complicated than they need to be to achieve your goals and have diversification. We simplify your financial life and take care of the logistics in the background so you can spend more time enjoying the scenery on your journey. We remain on the journey encouraging you to refocus on what is important to you and know your direction.
What Our Customers Say
I always feel suggestions to my portfolio are based on good research and they substantiate reasoning with easy to follow explanations. I appreciate they are available to help and there is always a nice atmosphere not always found in larger firms.
We had a great session with Brad yesterday going through our goals and financial plans for the future. It was inspiring stuff and Brad made it really easy for us to comprehend.