Paul Benson's Contact Details

Paul Benson's Company Details

Guidance Financial Services Pty Ltd

Melbourne, Victoria, Australia • 1 - 10 Employees
Financial Services

We're a financial planning practice that values relationships. We listen, to gain an understanding of your goals, and then work with you to develop strategies to achieve them. You gain access to someone who understands you and your circumstances, and who can use their expertise to make you aware of opportunities others might miss. Whether you're planning your retirement, looking to develop a wealth creation strategy, or worried about protecting your family in the event of illness, Guidance Financial Services is the financial planning partner to have by your side.At Guidance Financial Services, becoming a client is simple. If you ‘re ready to take charge of your financial life, we'd welcome the opportunity to meet with you and explore how we can help. Big or small makes no difference to us, we can tailor our services to fit your needs.Contact us via our web site, or phone us on 03 9870 6544. We will look to set up a meeting with you. Face to face is preferred wherever possible, however if you are outside metropolitan Melbourne, let us know and we will arrange a web video conference via Zoom.At our initial meeting we will:1.Spend some time discussing your objectives – these are the foundations upon which any good quality financial plan is built.2.Work through a Fact Finder together so we can gain an understanding of your current financial position, investment experience, and risk profile.From here we will prepare a proposal for your consideration outlining what we understand to be your needs, how we can help, and what costs would be incurred in undertaking that work for you.Our process is clear and transparent, with no pressure or obligation. We want to work with people who want to work with us.Guidance is a corporate authorised representative of Spout Financial Pty Ltd, AFSL 495546. Sprout Financial is 100% owned by financial planners, with no equity stake held by product manufacturers. We fell this is extremely important so that you can have confidence that the advice you receive is in your best interests.