What clients say

Earlier client testimonials

These testimonials were given by clients in earlier years, before the practice was renamed Guided Wealth. They are reproduced as written, apart from the business name.

We moved to Victoria in 2014, from Tasmania, and due to my wife’s failing health, sought to simplify our financial affairs, which majorly comprised a property portfolio, with 6 residential properties. Not having any knowledge of local financial advisory companies, we searched the websites and your Guided Wealth site ‘struck a chord’ with us for its personal nature. We liked the term, ‘fully independent financial planning tailored to your needs, crafted to maximise your financial future’. We understood it promoted a ‘coaching’ rather than a ‘dictating’ approach. This sounded ideal, so I took the next step of arranging personal contact.

Our initial concerns were in finding an advisor who would listen closely to our needs, help us clarify our thinking, formulate a detailed plan and be available to help implement courses of actions. We wanted an advisor who would evaluate the outcomes and would be happy to communicate thoughts and/or modify action as deemed necessary.

We chose you because your manner engenders very good, clear communication, whether spoken or written, with both of us. We think you have a very careful, thorough approach to your work in achieving a successful end. We felt reassured that your professional background of knowledge and experience, was more than sufficient to meet all of our financial needs, both now and in the future.

We are very grateful for receiving good benefits from using your service. We feel greatly respected and reassured that you genuinely have our interests at heart. We feel free to talk about any aspect of our financial path and that all enquiries are welcomed. Overall, we appreciate great peace of mind knowing that our financial affairs are being closely attended in a highly professional manner, both now and in an ongoing capacity.

We have no hesitation in recommending you to our friends, family and church. We believe you would show others the same courtesy and respect, that you have shown us. You exhibit clarity of communication, along with patience and a willingness to help others achieve their financial goals, in a highly professional manner.

Guided Wealth* provide an excellent financial advice, support and efficient service for myself and my disabled son. Their one on one contact either in their office or by home appointment just highlights the company's flexibility and dedicated client service. Highly professional and very approachable - abreast of relevant changes within the financial sector.

Guided Wealth* have been my Financial Advisers for the last few years. In the short time I have been dealing with them I've found them very caring, honest, helpful and feel quite comfortable to trust them with my finances. I have no problem in referring them to friends and family, so much so I have passed their name to quite a few friends already.

We have always had a great service with Guided Wealth*, assisting us with all our individual needs.

Thank you very much.

Our experience at Guided Wealth* has been positive. In volatile financial times their ability and willingness to respond to our questions is important and reassuring. They are happy to involve us in decisions, provide regular updates on issues affecting our SMSF and they enable us to monitor the health of our portfolio online so we are informed - research options are encouraged and available. We do not think of ourselves as passive investors, and HF welcome active involvement in wealth management. This model suits us compared with a set and forget style offered by some of their competitors.

We are in our 70's and have a self-managed super fund. We were referred to Guided Wealth* by our trusted tax accountant after receiving more expensive, inadequate financial advice from a larger firm.

We have been with Guided Wealth* since June 2013. Their advice has been helpful, clear and timely. We are happy with the fixed fee for advice arrangement.

Choosing a financial planner can be difficult - so we sought some recommendations from our accountant and interviewed all of them. We choose Guided Wealth* because we liked their attention to detail, their willingness to spend time explaining things, and because we felt our plan would be balanced, considered and tailored to our particular needs.

Guided Wealth* have been our financial advisers for 4 years now. They have a good relationship with our accountant and it's nice to know they are both working in tandem towards the same goals. They are willing to pick up the phone and offer advice and raise issues as they happen - not when we're 'due' for a financial review meeting. They are attentive to all of our questions.

I would thoroughly recommend the services of Guided Wealth*. They have helped steer us through the mind-field of self funded retirement.

I highly recommend Guided Wealth* to other retiree's who need great advice and direction, as they really listen to your needs and always do what they say they are going to do.

We have used the services of Guided Wealth* over the last twelve months.

The initial recommendation came from our Accountant and after dealing with Guided Wealth*, I would recommend their services for the following reasons:

Investment discussions have been well organised and designed to fit with our investment strategy.

All paperwork including regulatory forms and SMSF structure have been fully explained and completed with a minimum of fuss.

In summary, we would recommend Guided Wealth* because of their professional approach and trust in their competence and high ethical standards.

*Original text stated previous business name of Hogben Farrell Financial Planning edited to show current name of Guided Wealth for clarity.