Do MORE with your MONEY
We specialise in helping Australians achieve financial independence. Only then can you truly live life on your own terms.
our mission
Everyone knows they could be doing more to improve their financial position but due to either lack of knowledge or procrastination, nothing changes. Years go by, money comes and goes, but you still find yourself trapped in your 9 to 5 as you can’t afford to leave.
We help people break the cycle by educating them on how to build and protect wealth. Our primary focus is on helping clients achieve financial independence so they can unlock all of life’s possibilities.
Advice your way
Take your finances to the next level with a comprehensive financial plan, tailored to your individual needs. We build out your full financial road map for you.
Have a few questions you want answered but don’t need a comprehensive financial plan? Ask an Adviser is a one hour zoom meeting to answer your specific questions.
areas of advice
Building a financial plan is a bit like baking a cake; you need all the right ingredients mixed in the right order. Your financial plan needs to be tailored to your own needs with the right ingredients.
Invest
Destroy Debt
Money Mindset
Ethical Investing
Cash Flow
Tax Planning
Retirement Planning
Small Business Owners
Life Insurance
Super
Property
Estate Planning
FINANCIAL CALCULATORS
Our free financial calculators are handy tools to use on your journey to financial independence.
Investment Property Projection
Model the purchase of an investment property on cash flow, net asset position, tax and more.
Financial Independence Calculator
Calculate the amount of investable assets you need to achieve financial independence.
Loan Repayment Calculator
Calculate your minimum repayment and the benefit of your additional repayments.
STRATEGY LIBRARY
Immerse yourself in wealth creation strategies specifically designed to help Australian’s achieve financial independence.
SuperannuationUnderstanding Personal Deductible Contributions
When investing for the long term, it is hard to look past the benefits of personal deductible contributions to superannuation. These voluntary super contributions allow ...
Retirement PlanningSpouse Contribution to Superannuation Explained
A spouse contribution involves making a voluntary contribution to your spouse’s superannuation account in return for a tax offset.
SuperannuationUnderstanding the Super Co-Contribution
For every dollar you contribute to your super (up to $1,000), the government will contribute 50 cents, up to a maximum super co-contribution of $500.
Portfolio methodolody
Using a collective of expertise, we build, monitor and manage portfolios that last the test of time using the Core + Satellite approach to investing.
The asset allocation is tailored to your investment timeframe and risk tolerance to give you a portfolio outcome that you are comfortable with.
Risk Mitigation
Protecting your financial position in the event of injury, illness, disablement or death is a crucial consideration in any robust financial plan. This is where Life, TPD, Trauma and Income Protection may come into play.
We complete a detailed needs analysis to determine the cover required, quote the market to find the most competitive policy and have it structured tax effectively.
meet brad
Hi I’m Brad, founder of the Guided Investor. I started in the financial advice industry in 2007, with a passion for helping Australian’s achieve financial independence.
Guided Investor isn’t your typical financial planning practice. We take pride in the education and resources we offer all Australian’s to empower them on their journey to financial independence.
Brad Buters
Managing Director | Financial Adviser
Hi I’m Brad, founder of the Guided Investor. I started in the financial advice industry in 2007, with a passion for helping Australian’s achieve financial independence.
Guided Investor isn’t your typical financial planning practice. We take pride in the education and resources we offer all Australian’s to empower them on their journey to financial independence.
Strategy Library
Calculators
Debt
Investing
Investing
Tax
Retirement
In the loop
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See what others are saying
We are proud of the work we do and are eternally grateful for those clients that take the time to share their experience of working with us.
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