Guided Wealth Management
19 Riversleigh Crescent, Eatons Hill, Queensland, Australia
About Guided Wealth Management
Welcome to Guided Wealth Management, located at 19 Riversleigh Crescent, Eatons Hill, Brisbane. We are a renowned establishment in the finance industry, offering expert guidance and advice to help you create wealth, achieve financial freedom, and live the life you desire.
At Guided Wealth Management, our team of experienced financial advisors is dedicated to providing personalized solutions tailored to your unique needs. Whether you need assistance with SMSF advice, retirement planning, wealth building, personal insurance, budgeting, funds management, or superannuation, we have the expertise to guide you every step of the way.
Our approach sets us apart from other financial institutions. We believe in truly understanding our clients, their financial history, and their future goals. By taking the time to listen and learn about your aspirations, we can create a well-structured financial plan that aligns with your vision for the future.
Our comprehensive services include reviewing your tax structure to ensure efficiency, working with you to maintain cash flow, and building a roadmap to a comfortable retirement. We also review your insurance needs, ensuring cost efficiency and suitability for your specific circumstances. Additionally, we assess and optimize your overall investment strategy and superannuation plan to maximize benefits.
One of our key strengths is our ability to collaborate with your other advisors, such as accountants and solicitors, to ensure a holistic approach to your financial strategy. We understand the importance of considering all aspects of your financial well-being and work closely with other professionals to achieve the best outcomes for you.
Led by the esteemed financial advisor Shauna Rose, our team has a wealth of experience in strategic planning and solving complex financial issues. With a background in both personal and Small to Medium Enterprises, Shauna has a proven track record of achieving exceptional results. Her expertise in business succession planning is highly sought after in the industry.
With Shauna at the helm, Guided Wealth Management has a solid history of success, helping financial services businesses thrive and grow. Shauna's extensive experience in reviewing and improving corporate structures, processes, sales, and operations has led to significant increases in margins and profitability for her clients.
With our dedication to understanding your unique circumstances and our commitment to providing personalized solutions, Guided Wealth Management is your trusted partner on your financial journey. Let us guide you towards a future of financial security and the lifestyle you desire. Contact us today to discover your guided financial pathway.
Photos of Guided Wealth Management
19 Riversleigh Cres, Eatons Hill QLD 4037, Australia
Opening hours of Guided Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Guided Wealth Management
"Shauna has been helping me with putting together my retirement plan since late last year, she is very easy to talk to and always explains things in a simple way. I am quite happy with the service."
"My wife and I are very happy at this point with the financial advice around our superannuation and our retirement plan from Shauna. From the start, this whole process has been very easy, Shauna helped us define our goals, and then has been there every step of the way in helping us get our super investments sorted, all our personal insurances and putting together a real "big picture" plan that we can follow and review with her as needed. If you don't know how or what to do in regards to your wealth plan or management, Shauna has this awesome "Wealth Roadmap" process which really gave us the clarity we needed. I'd recommend anyone who has aspirations to improve their financial situation to give her a call. Best thing we have done for our future."
"Our experience with Shauna at Guided Wealth Management has been great so far. We moved to Brisbane last year & my husband wanted to talk to someone independently about our superannuation performance. We have only been working on our wealth management roadmap that Shauna created in collaboration with us for a few months, & we already feel more comfortable about our financial plan. I was pretty sceptical and thought maybe we were too young to worry about our superannuation investments and retirement plan, but I know that really it was just because I didn't understand it. Shauna asked us all the right questions, we didn't know where to start, we worked out our personal goals over the next few years, and worked out what we want a comfortable retirement to look like. Now I really feel that we have a fluid plan in place & Shauna is going to help us execute the financial plan year after year. If you are feeling overwhelmed or don't know anything about how your superannuation performs, or how you are going to fund your retirement, I would genuinely encourage you to give her a call and just have a conversation, we are very impressed and we're a lot clearer on our future."
"I'm thrilled to be able to share my experience with Shauna at Guided Wealth Management. I discovered this company while looking for someone to assist me with establishing my Self Managed Super Fund (SMSF) and managing my investments. Shauna has since become an essential part of my financial planning journey. Her professionalism, knowledge, and attention to detail have left me speechless. Shauna has been extremely helpful in assisting my wife and me in establishing our SMSF. Throughout the process, she has provided us with valuable insights and guidance, making it a seamless experience for us. Shauna is an expert on superannuation laws and regulations, and she has assisted us in navigating the complex landscape with ease. She is also an excellent communicator who takes the time to explain everything in detail, which has been extremely beneficial to us as first-time SMSF investors. One of the things I like about Shauna is that she approaches financial planning holistically. She created a Wealth Management Roadmap for our Retirement Plan that is tailored to our specific needs and circumstances. Shauna took the time to understand our financial goals and aspirations, and she has provided us with a detailed plan to help us achieve them. I'm confident that with Shauna's help, my wife and I will meet our financial objectives. Shauna has also provided us with valuable tax advice to help us maximise the value of our investment properties in Brisbane and the Sunshine Coast. She is an expert in this field, and she has assisted us in structuring our investments in a tax-efficient manner. This has allowed us to maximise our returns while minimising our tax liabilities, which has been extremely beneficial to our overall financial plan. Shauna's wealth management expertise has been invaluable to us. She has been managing our investment portfolio, and I am pleased with the results she has achieved. She takes a proactive approach to investment management, reviewing our portfolio on a regular basis and making adjustments as needed to ensure that we are on track to meet our financial objectives. Shauna is also very responsive, and she always takes the time to answer our questions and offer advice when we need it. Overall, I would strongly recommend Shauna at Guided Wealth Management to anyone looking for an experienced and knowledgeable financial advisor. My wife and I appreciate her assistance and the peace of mind that comes with having her on our side. Shauna's professionalism, expertise, and attention to detail are unparalleled, and we know we are in good hands with her. Shauna is the right choice for you if you want a financial advisor who will take the time to understand your specific needs and goals and provide you with personalised guidance and advice."
"My partner and I have been working with Shauna at Guided Wealth Management on our overall Retirement Plan, and also discussing strategies around succession planning for our Brisbane based business. She is very knowledgeable and has helped us in areas where other financial advisers have told us they can't, and she pulled together a team of professionals for us including an accountant, a finance broker and insurance broker, and we have been fortunate enough to all collaborate together on the goals we want to achieve. We feel very confident in Shauna and her ability to help us move forward with our financial plans. I would recommend Guided Wealth Management to anyone for their personal or business goals."
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