Testimonials

We established our Self Managed Super Fund through Guidance Financial Services.  The advice and assistance we have received has been first rate.  The on-going relationship has been very valuable.  Would recommend the Guidance team to anyone seeking personalised, professional advice.

Sharon and Peter Henry

Henry Civil Design

“We have been very happy with Guidance Financial Services’ advice and have found it be honest, reliable and professional at all times.”

Nick and Naomi Gruzevskis

For some years now I have been guided by Guidance Financial Services, mainly in regard to superannuation. I do not have the time to watch fluctuating share or property markets, and have always felt comfortable with their advice.  With the recent global turmoil, they have taken a more proactive interest in my affairs which I have appreciated.  I have found their risk to return advice always sound.

I find corresponding via email suits me best, as it does not interfere with my work, and if I get a ‘too good  to miss’ share tip, and send an email before jumping, there is always a soundly reasoned answer waiting at my next session. 

I would happily recommend them.

Graham Woolley

LG & GB Woolley Dental Surgery

My wife and I have been working with the Guidance team for several years now, preparing for our retirement.  I have a good level of knowledge with regards to investment markets, but have found their advice invaluable in taking advantage of the superannuation system, and as a sounding board when I have investments ideas.  They are always easily accessible and higly professional.

Barry Jacquier

Having never dealt with a Financial Advisor before, I was very nervous at first but found Paul to be very professional and understanding, answering my questions and needs. 

I have been very happy with the investments Paul has chosen, and he is more than helpful with any questions or queries to assist me in a prompt manner.

I would recommend Paul to any of my friends or family.

Brian Taubert

Just some feedback for you .. I suggested to my parents, Lloyd & Mary Lobbe that they make contact regarding their financial planning.  They are very happy with the service and changes that have been made from their prior planning portfolio.  So many  thanks for assisting them and I am sure they will see the benefits and will be extremely happy – as we continue to be!

 Louise Luke