Financial advice you can trust
Who we are
What we do
At Guidance we’re focused on doing one thing and doing it well.
We deliver Financial Advice.
Depending on your needs, that advice might involve superannuation, investments, insurance, financial modelling, or a myriad of other elements that we need to delve into to get you to the financial goals that is the reason for you coming to see us.
Financial Advice is not valuable unless it can be trusted. That’s why we’ve developed the Guidance Quality Advice Guarantee. It encompasses the following 3 elements:
Product agnostic – both Guidance and our licensee Sprout Financial are owned entirely by professional financial advisors. Product manufacturers, including banks, superannuation funds, and insurers, have no input into our recommendations.
Wealth agnostic – we provide financial advice. Your level of personal wealth does not dictate your ability to access our services.
Jargon free – we recognise that the financial world is filled with much incomprehensible jargon. We aim at all times to communicate to you in plain English.
If you need trusted financial advice to achieve your goals, we’re here to help. Book an appointment today, either via web conference, or if you’re local, come into our Essendon office.
As seen on
Our Process
One
Schedule an initial meeting to discuss your goals, objectives, and preferences. We can meet in our Essendon office, or via web conference.
Two
Allow us to develop a customised plan to achieve your goals.
Three
Work together to implement your strategy, and support you in making it a success.
About us
We understand the stress and worry that can often come with making important financial decisions.
At Guidance, you will work with our CFP qualified and experienced financial planner Paul Benson and his team, who will seek to understand you and your circumstances. We use our expertise to make you aware of financial opportunities that others might miss.
Paul writes the “Ask an Expert” column for Fairfax Media on a Sunday.
The team at Guidance Financial Services have been providing financial planning advice services since 1999.
Guidance and its licensee Sprout Financial are 100% owned by financial planners, with no equity stake held by product manufacturers such as banks or insurance companies. We fell this is extremely important so that you can have confidence that the advice you receive can be trusted to be in your best interests.
News and Insights
Check out our podcast - Financial Autonomy
Client Testimonial's
Paul was very professional and easy to talk to. He took the time to understand my current situation and explained any questions I had in a clear and concise manner. Justin Vu
As financial illiterates, Paul helped us understand what seemed like a daunting subject. With Paul's guidance we now feel positive about our financial future and security. It's like a weight has been lifted.
Kylie Andersen
We felt the advice given to us was tailored to our circumstances and took into account our preferences. Good communication throughout.
Alan Pham
I have always appreciated the excellent level of care and prompt answering of any of my emails.
Joanne Pope
A thoroughly professional and engaging experience. Paul Benson’s service and advice is outstanding and trusted. I have the highest regard for him and the company. Would be happy to recommend.
Anne Astin
Paul Benson was a pleasure to deal with and nothing was a problem. Paul made sure the product fit my needs and felt comfortable with the whole process.
Nicholas Campione