Guidance is about providing bespoke and ethical financial plans.
We take the time to build a relationship with you by listening and gaining an understanding of your specific goals. We will then work closely with you to help you achieve your goals and reach your financial dreams.
At Guidance, you will work closely with a qualified financial planner who will understand you and your circumstances. Our financial planners will use their expertise to make you aware of financial opportunities that others might miss.
We take pride in putting ethical concerns first, and with Guidance we will tailor your superannuation and investment portfolios to ensure your concerns are heard. For instance, if you are concerned about climate change, we will go out of our way to ensure that your savings aren’t invested in businesses focused on fossil fuels.
If you’re interested in hearing more about the Guidance story, or would like to arrange an initial consultation, please contact us here or give us a call on (03) 9870 6544. If you are outside of metropolitan Melbourne, simply let us know and we will arrange a Skype meeting or teleconference.
At our initial meeting we will:
We pride ourselves on our transparency, and so we provide our initial consultation with no obligation or pressure for you to sign up.
- Spend some time discussing your objectives – these are the foundations upon which any good quality financial plan is built.
- Work through a Fact Finder so we can gain an understanding of your current financial position, investment experience, and risk profile.
From here we will prepare a proposal for your consideration outlining what we understand to be your needs, how we can help, and what costs would be incured in undertaking that work for you.