Guided Wealth

4.9
based on 20 reviews

Write a review

20 reviews about Guided Wealth

verified email - 06 Dec 2018

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.

verified email - 28 Oct 2016

Our priority was to secure 'unconflicted' financial advice. Stephen and Daniel provided a comprehensive Statement of Advice which addressed our concerns. They are professional in all aspects of their dealings with us. They use cutting edge software to deliver advice and implement that advice. We are confident that we are in very safe hands.

verified email - 17 Oct 2016

I was recommended to Hogben & Farrell by my first financial adviser, I have been happy with the care I have received from their firm. I don't seem to have to worry about anything as I feel confident in their hands.

verified email - 14 Oct 2016

Hogben and Farrell have been our financial advisers for a few years, from the very beginning they have taken care of us and been very helpful and positive of our retirement plan. Daniel and Stephen have been very caring and their advice has helped us to reach our goal - We wish them all the best!

12 Oct 2016

Daniel & Stephen have been my Financial Advisers since 2011, they were referred by a friend and never looked back. They have been great, easy to get along with, approachable on any ideas or thoughts you may have, they will get back to you in a fairly quick time frame. They have a wealth of knowledge and resources to help you along the way. I have much to be grateful for because of their advice.

10 Oct 2016

We first consulted Stephen & Daniel in the early part of 2015 and were more than happy to engage them as our financial advisers. Since then we have found them to be thorough, approachable, and always responsive to any follow up questions or concerns.

verified email - 07 Oct 2016

Hogben & Farrell have been my Financial Advisers for the last few years. In the short time I have been dealing with them I've found them very caring, honest, helpful and feel quite comfortable to trust them with my finances. I have no problem in referring them to friends and family, so much so I have passed their name to quite a few friends already.

verified email - 06 Oct 2016

Our experience at Hogben Farrell has been positive. In volatile financial times their ability and willingness to respond to our questions is important and reassuring. They are happy to involve us in decisions, provide regular updates on issues affecting our SMSF and they enable us to monitor the health of our portfolio online so we are informed - research options are encouraged and available. We do not think of ourselves as passive investors, and HF welcome active involvement in wealth management. This model suits us compared with a set and forget style offered by some of their competitors.

verified email - 05 Oct 2016

This is our first engagement with financial advisors. Both Stephen & Daniel are great in what they do. We even heard other financial advisors recommend them, believe it or not.

16 Oct 2014

Dennis and I just wanted to thank you both for your advice and guidance over the past few months with regard to setting up our superannuation fund. The prospect of doing this with our limited knowledge was very daunting. Thank you for providing simple, easy to follow direction, and explaining all the technical and legal requirements. We look forward to enjoying the rewards of your efforts over the coming years! Dennis and I would be pleased to recommend your services to friends and colleagues finding themselves in a similar situation.

Write a review

Business Awards

Business Owners

Want more customers? Join the Happy Customers Program to promote your business with word-of-mouth.

Get a professional looking profile with no advertisements, access tools to attract more customer reviews, receive free marketing materials, use the Live Reviews Widget on your website, plus lots more...

See how it works

Upgrade Your Account

Need an expert?

Tell us more about your job and get quotes from local experts.