It all comes down to the 3 G's.
The best financial care is total financial care - where we help you Guard, Gain and Grow your wealth. Not just this year or the next, but for the rest of your life. With you all the way.
Guard your wealth
Whether we advise on your established wealth or assist in constructing a plan to gain and grow your wealth, you should talk to your adviser about protecting it. Insurance is an important part of any financial plan and your Guardian adviser can find you insurance cover that's right for your individual needs.
Gain wealth
To gain wealth you need to save more than you spend. Your Guardian adviser can help you with advice and tools to get you started. Tactics include reducing your expenses and implementing a budget you can stick to.
Grow your wealth
There’s saving and then there’s investing. Your Guardian adviser can help you grow your wealth through investing. They have the expertise and the resources to guide you through the maze of investment choices available. And they have the perspective to help you stay on track during changing times.
Our range of services
Guardian Financial Planning is authorised to provide advice in the following areas:
- Financial planning
- Life, disability and income insurance
- Superannuation
- Retirement planning
- Investments
- Margin lending and gearing
- Social security
- Wealth creation
The process involved
To help us deliver on our commitment to you as a client we have a clearly defined procedure that we follow with every client.
We give you a copy of our Financial Services Guide (FSG). This is to ensure you're properly informed before you decide to go ahead with us and agree on a basis for providing our services to you.
Click here to download a copy of our FSG now.
Once we've agreed on the terms, we meet with you to obtain the relevant information about your financial needs and objectives and your current financial situation so we can provide advice that is appropriate to you.
We will then research the solutions available to ensure they meet your objectives, and provide you with a written Statement of Advice. This document sets out our recommendations and the basis for them, the key issues involved and the remuneration we will receive if you direct us to go ahead and implement these recommendations.
As time passes, things change so it's extremely important to review your financial plan regularly. This might be as often as quarterly or every six months, but at least once a year. We will make a recommendation, and agree with you when and how often you would like to review your financial affairs.
Guardianfp Ltd trading as Guardian Financial Planning ABN 40 003 677 334 Australian Financial Services Licence No. 237641
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