As an over-qualified Money Nerd, I've learned through my last 20 years of finance that most people over-complicate their personal finances and focus on the wrong areas.
Often I get questions about what is the best super fund? Should I buy shares or property? Should I pay off my mortgage or save for retirement? All valid questions, but...
We need to ask the why before the how.
What are you saving for? What does your retirement look like for you? When do you want these goals to happen? The detail flows from there and that's where I can help.
You tell me what you want to happen and I'll give you the options about how to get there.
I'll use my expert knowledge in finance to help you make the most of the money you make from your expertise in your career.
Let's work together to create a great outcome. Reach out and say hi today!
Our initial consultation appointment is at a cost of $330 for a 2 hour meeting. In the event you decide you would like to proceed with advice, we rebate this fee against your initial advice cost, effectively making the initial appointment free.
We have a Self Managed Superfund and Stephen has been managing it now for 10 years. His service and communication has been outstanding. We would have no hesitation on recommending (and have done so) to others.
Stephen is very efficient, supportive with our ideas, knowledgeable and punctual with appointments. He explains details very clearly and simply so we can understand. We also feel comfortable with him to ask questions if we don’t understand what he is suggesting. He has been very supportive to encourage us with the transition to retirement nothing is too much trouble.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma - Applied Finance and Investment
- Graduate Diploma of Financial Planning
Guided WealthEastland Shopping Centre, C307, Suite 334, Level 3, 175 Maroondah Hwy
Ringwood, VIC 3134
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Guided Wealth Pty Ltd