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The Value of Financial Planning Advice

Put your money to work harder for you. Every dollar you earn can grow for you if you have some smart strategies in place. That?s why you will recognise the value in engaging the services of a financial adviser. Whether you have established wealth or you?re looking to build upon your existing assets, seeking financial planning advice will help you to avoid the pitfalls and pursue opportunities of which you may not have been aware. And protecting it all with insurance simply makes total sense.

It all comes down to the 3 G’s:

Guard, Gain and Grow your wealth

The best financial care is total financial care. We will help you guard, gain and grow your wealth. And not just this year or the next, but for the rest of your life. We?re with you all the way.

Guard your wealth

You?ve earned it and you?ve saved it. Now you need to protect it. We can advise you on an insurance product that is right for your particular requirements. Talk to your financial adviser about how to guard your wealth from life?s challenging circumstances.

Gain wealth

To gain wealth you need to save more than you spend. We can help you with advice and the tools to get you off to a great start. Tactics include reducing your expenses and implementing a budget that you can comfortably adhere to.

Grow your wealth

There’s saving … and then there’s investing. We can help you grow your wealth through the latter. We have the expertise and the resources to guide you through the maze of investment choices available. And we have the perspective to help you stay on track during changing times.

Our range of Financial Planning and Advisory Services

We are authorised to provide advice to clients in the following areas:

  • Financial planning
  • Life, disability and income insurance
  • Superannuation
  • Retirement planning
  • Investments
  • Social security
  • Wealth creation

The process involved

In order to deliver on our commitment to you as a client, we have established a clearly defined procedure that we follow with every client.

From the beginning, you will receive a copy of our Financial Services Guide (FSG). This is to ensure that 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 [hyperlink] to download a copy of our Financial Services Guide (FSG) now.

If you choose to obtain advice and once we?ve agreed on the terms, we will contact you to obtain the relevant information about your financial needs and objectives and your current financial situation so that we can provide advice that is appropriate to you.

Next, we will 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 as to when and how often you would like to review your financial affairs.

If you choose our ?No-Advice? service, we will facilitate and co-ordinate your application and associated documentation.

Guardianfp Ltd trading as Guardian Financial Planning ABN 40 003 677 334 Australian Financial Services Licence No. 237641.

You?re in very good hands with Guardian Financial Planning.