Case studies added to the Guidance web site

If you’ve never worked with a financial planner before, or even if you have but it wasn’t a very deep engagement, it can sometimes be difficult to understand quite how you will benefit from a good quality financial planning relationship. With this in mind, we’ve prepared some case studies based on actual client relationships to help illustrate how we might be able to help you in achieving your financial goals. I hope you find them valuable.

Case Studies

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About the Author

Paul Benson is a Certified Financial Planner with the Financial Planning Association of Australia, and a Self Managed Super Fund Specialist with the Self Managed Superannuation Association. He is also a member of the Responsible Investment Association of Australasia, and the Ethical Advisors Co-op. He is the proud owner of Guidance Financial Services, a boutique financial planning practice based in Essendon, not far from the Melbourne CBD. Guidance currently manages around $100 million in investments on behalf of their clients, providing bespoke financial planning strategies.

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