Guide Financial
About the Business
Welcome to Guide Financial, a highly-experienced financial services firm located in Maroochydore, on the beautiful Sunshine Coast in Queensland, Australia. Since 1994, we have been dedicated to providing advice and solutions to individuals and families, with a commitment to being on the journey with you.
At Guide Financial, we believe in working in partnership with our clients to truly understand their aspirations and reality. Our goal is to help create secure financial futures for growing families, enable new business opportunities, offer ethical and sustainable investment options, and provide other valued services. While we primarily serve the Sunshine Coast community, we also welcome clients from further afield.
We understand the impact that good financial advice can make, and we have the expertise, technical capability, and a dedicated support team to make a difference for you. Our sophisticated and time-tested investment methodologies allow us to develop individually tailored portfolios that protect and grow the wealth of our clients.
Looking to make a major purchase? Whether it's a new house, investment property, car, caravan, or boat, we have access to over 50 lenders and can broker the best loan on your behalf. Talk to us today for personalized guidance.
Our practical hints and informed perspective can help you get on track faster, with greater clarity and commitment. We provide guidance on the most beneficial use of your money, ensuring you make informed decisions about your finances.
Planning for retirement? We can show you how to best structure your finances and investments for financial certainty, both as you approach retirement and throughout your retirement journey. Our goal is to help you achieve the retirement lifestyle you desire.
Protecting your greatest assets is important to us. We can help you develop contingency plans and source affordable insurance policies to safeguard your financial well-being in case of unexpected situations.
Our team of Sunshine Coast financial advisers will work closely with you to create a comprehensive financial road map that takes into account your personal, business, and life goals. With our experience, knowledge, and dedication, we are committed to delivering our vision of improving your financial present and future.
We are passionate about helping our clients achieve a clear and aligned financial journey that stays on track. We provide tailored advice and individual solutions to ensure that our clients' financial affairs are performing to the best of their ability, with minimal outlay.
Guide Financial is owned and operated by our advisers, Marc Venter and Bradley Wall, both Certified Financial Planners and representatives of the Australian Advice Network. As a financial services firm with our own financial advisory license, our sole focus is on delivering the best outcomes for our clients.
We are proud to be a part of the Australian Advice Network, which won the Independent Financial Advisers 'Best new Licensee' Award in 2016. As authorized representatives of Australian Advice Network Pty Ltd, we provide financial services, and as credit representatives of Centrepoint Lending Solutions Pty Ltd, we offer lending services.
For all your financial needs, trust Guide Financial to guide you towards financial certainty. Contact us today to start your journey towards a secure and prosperous future.
Photos
Location & Phone number
94 Memorial Avenue, Maroochydore, Queensland 4558, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My annual review paid dividends this year. Thanks Guide Financial and well done Stacey. With interests rates rising she pushed the bank to do a better deal for me. Whatever she said worked. My rate was reduced substantially meaning more funds were coming off my principal instead of being lost to interest. That helps me keep my repayment goal on track. Top service - Thanks."
"I would not hesitate to recommend Guide Financial. Marc and the team are highly skilled, knowledgeable, professional, honest, friendly and helpful. Marc listened to our financial goals and has steered us steadily to achieve them. We could have not done this on our own."
"Our experience in all our dealings with everyone at Guide Financial over the past several months has more than exceeded our expectations! Everyone has gone above and beyond in every aspect! Thank you all, and we feel very much secure in your hands helping us to achieve our financial objectives."
"The service and quality of work from Brad, Marc and the team at Guide Financial is second to none, they show real care and professionalism on the level of service to their customers and make you feel like part of the family. They have helped build my super taking a hands on approach to the investments whilst at the same time taking a balanced view of risk and reducing my fees. Love your work!"
"Big shout out to Stacey & Marc from Guide Financial. I had issues with my order, it was incorrectly delivered to Brisbane instead of Melbourne. Stacey and Marc helped to quickly change Vehicle information for another car and was able to get the replacement car within a few days. If you need finance, these guys go above & beyond to get it sorted quickly for you."
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