Guided Investor
About the Business
Welcome to Guided Investor, a leading financial institution located in Perth, Australia. Situated at 317 Bulwer Street, we are known for our expertise in helping clients build a strong asset base that can replace their earned income, allowing them to live life on their own terms.
At Guided Investor, we understand that many individuals recognize the need to improve their financial position but often lack the knowledge or motivation to take action. Years pass by, money comes and goes, and yet they find themselves trapped in the 9 to 5 grind because they cannot afford to leave.
Our mission is to break this cycle by providing tailored Financial Plans that are designed to build and protect wealth. We are committed to helping our clients achieve financial independence, unlocking the endless possibilities that life has to offer.
While we are based in Perth, Western Australia, our reach extends across the entire country. Leveraging technology, we deliver holistic Financial Planning services to clients all over Australia.
Creating a financial plan is akin to baking a cake – it requires the right ingredients mixed in the right order. That's why we use a collective of expertise to build, monitor, and manage portfolios that stand the test of time. Our Core Satellite approach to investing ensures that asset allocation is customized to your investment timeframe and risk tolerance, resulting in a portfolio outcome that you are comfortable with.
Protecting your financial position is a crucial consideration in any robust financial plan. We offer comprehensive coverage options including Life, TPD, Trauma, and Income Protection, tailored to your needs and structured tax effectively.
Allow me to introduce myself – I'm Brad, the founder of Guided Investor. With over a decade of experience in the financial advice industry, I firmly believe that everyone can benefit from professional guidance with their finances. Financial advice is not just for the wealthy; everyone has to start somewhere. That's why I created Guided Investor, with the goal of making financial planning accessible to everyone.
Don't forget to check out our YouTube channel, where we regularly share informative and entertaining videos about how you can make the most of your money. We are constantly providing valuable information to educate and entertain our audience, so why not join us?
Stay up to date with the latest news and insights by joining our mailing list. Rest assured, we don't spam our friends – we only provide useful information to support you on your financial journey.
Guided Investor is proud to be an Authorised Representative of Symmetry Group, holding AFS Licence 426385. With our expertise and dedication, we are here to guide you towards financial success. Contact us today to start your journey towards financial independence.
Photos
Location & Phone number
317 Bulwer Street, Perth, Western Australia 6000, 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
"Highly recommend Brad, he is really easy to talk to and makes sure you understand everything along the way. I have so much more hope and a plan for retirement after all the advice."
"I'd been trying to get the cover insurances for me for some time but wasn't sure how to or even where to start. With the comprehensive assistance from Guided Investors, it became not just possible but also easy. Excellent service. Good experience. Highly recommended."
"First I came across Brad after having watched some of his finance/investments related videos on his YouTube channel. I liked his grounded and rational way of financial content delivery, which was not trying to upsell you on anything. Brad's opinions on having the right stock market investment mindset resonated with me (i.e.: importance of portfolio diversification, asset allocation/location, fees, long-term horizon, superannuation, etc.) Thus, when my father decided to plan for retirement, I decided to seek a professional financial advice from Brad with regards to my father's retirement plans. When dealing with Brad, I found him to be super friendly, extremely professional and knowledgable around the areas where I needed help. The received professional advice was thorough and detailed, and Brad was very responsive and addressed all the questions I had regarding the investment choices for my father's superannuation, transition to an age-based pension and moving to a tax-efficient setup in the context of superannuation. Also, what's most important, Brad's professional advice was grounded, honest and transparent, while taking into account my father's financial situation and risk profile. I do recommend to reach out to Brad for a professional financial advice."
"Brad has helped us enormously with our retirement plans. Friendly, well researched, expert advice, delivered in a way that we could easily understand. Would readily recommend him to anyone requiring sound financial advice. Louis and Julia du Plessis"
"Brad has helped my partner and I over the last 18 months- first with a detailed financial plan to save to buy our first home and then to budget and put a savings plan in place for the upcoming arrival of our first baby. He has been responsive, friendly, knowledgable and approachable. Highly recommend engaging Brad for any financial needs"
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