The team at Guidance Financial Services have been providing financial planning advice services to the Essendon and Moonee Ponds area since 1999.
At Guidance, you will work closely with our CFP qualified and experienced financial planner Paul Benson, who will seek to understand you and your circumstances. We use our expertise to make you aware of financial opportunities that others might miss.
We find some of our clients have ethical concerns that impact how they would like their investments allocated. At Guidance Financial Services, we can tailor portfolios to ensure your concerns are heard. For instance, if you are concerned about climate change, we can ensure that your savings aren’t invested in the fossil fuel industry.
The first step is to arrange an initial, no-obligation consultation where we will discuss your financial objectives and ascertain whether we are able to help. Book now 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 /Zoom 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.