We moved to Victoria in 2014, from Tasmania, and due to my wife’s failing health, sought to simplify our financial affairs, which majorly comprised a property portfolio, with 6 residential properties. Not having any knowledge of local financial advisory companies, we searched the websites and your Guided Wealth site ‘struck a chord’ with us for its personal nature. We liked the term, ‘fully independent financial planning tailored to your needs, crafted to maximise your financial future’. We understood it promoted a ‘coaching’ rather than a ‘dictating’ approach. This sounded ideal, so I took the next step of arranging personal contact.

Our initial concerns were in finding an advisor who would listen closely to our needs, help us clarify our thinking, formulate a detailed plan and be available to help implement courses of actions. We wanted an advisor who would evaluate the outcomes and would be happy to communicate thoughts and/or modify action as deemed necessary.

We chose you because your manner engenders very good, clear communication, whether spoken or written, with both of us. We think you have a very careful, thorough approach to your work in achieving a successful end. We felt reassured that your professional background of knowledge and experience, was more than sufficient to meet all of our financial needs, both now and in the future.

We are very grateful for receiving good benefits from using your service. We feel greatly respected and reassured that you genuinely have our interests at heart. We feel free to talk about any aspect of our financial path and that all enquiries are welcomed. Overall, we appreciate great peace of mind knowing that our financial affairs are being closely attended in a highly professional manner, both now and in an ongoing capacity.

We have no hesitation in recommending you to our friends, family and church. We believe you would show others the same courtesy and respect, that you have shown us. You exhibit clarity of communication, along with patience and a willingness to help others achieve their financial goals, in a highly professional manner.