About us

Financial affairs can be complex and sometimes we all need a little advice. But no two people have the same financial situation.

At Guidance Financial Services we don’t have a one-size-fits-all approach. We offer a personal, flexible service which listens to your needs – and then tailors advice to them. We can take a look at your super or advise you on your insurance, help protect your assets or plan for your family’s, or your business’s financial future. Whatever you think might help.

How can we help you?

Self Managed Super advice (SMSF)

We have a SPAA accredited SMSF Specialist Adviser, who can provide you with expert advice on establishing and maintaining your SMSF.  Shares, Property, Instalment Warrants – we can help develop a strategy that fits your unique needs.

Income Protection and Key Person Insurance

Your business may struggle without you, and you could struggle without your business. We can help arrange cover for the unexpected. If you or another key person for your business suddenly becomes unable to contribute through illness or injury, insurance will give you peace of mind that your income is protected.

Asset Protection

Growing your business is just the first step. Next comes protecting what you have worked so hard for. We can advise you on whether you need asset protection, then on the best strategies to ensure your assets are shielded if legal action were to threaten your livelihood.

Succession Planning Strategies

You are the driving force behind your business, but what will happen to it when you retire? We can help draft a succession plan for the future ownership of your company, ensuring you achieve an optimal outcome financially and emotionally. Whether you keep it in the family or decide to sell it on, we can help plan for that. So what happens to your business won’t be left to chance.

Investment advice

Interested in share investment?  We can work with you to tailor an investment portfolio that fits your needs and objectives.

Guidance Financial Services specialises in providing financial planning advice to business owners and the self employed.  Our office is in Essendon, 8km north of  Melbourne.  We would welcome the opportunity to sit down with you and discuss how we can help secure your financial future.   Call us on 03 9870 6544, or send us an email.   Don’t forget to visit our blog.

Guidance is lead by Paul Benson.  Paul is passionate about business and entrepreneurialism.  He has over 20 years experience in the finance industry, and has been advising clients on their financial planning needs since 1998.  Paul holds a Bachelor of Business in Economics & Finance, has acheived Certified Financial Planner status with the Financial Planning Association of Australia, and is a SPAA accredited Self Managed Superannuation Fund Specialist Adviser, the highest form of professional recognition in the SMSF sector.  Paul is the author of “Principles of SMSF” published by education provider IIT.

Guidance currently manages over $79million on behalf of its clients.

Give us a call on 03 9870 6544, or send us an email.