Guardian Wealth Management Financial Services is a boutique advisory business located in Maroochydore, QLD. Stuart Dinning, as the principal financial adviser and director of Guardian Wealth Management, is an authorised Representative of InterPrac Financial Planning Pty Ltd (AFSL 246638).
Our mission is to provide cost-effective and easy to understand strategies to help our clients achieve their lifestyle and financial goals.
As a business, Guardian Wealth Management was established in 2010 and as the principal adviser, I have over 14 years experience in the financial services industry with roles held in boutique financial planning practices on the Sunshine Coast.
My main aim is to work with you to create an appropriate strategy that you are comfortable with, to help protect your wealth and achieve the goals or lifestyle you aim for.
I have a particular interest and expertise in creating tax effective income streams, to maximise your income through retirement. This process can start by helping to create wealth on the lead up to retirement and then assist in retirement with the creation of long-term income streams and Centrelink advice where appropriate.
Aged Care advice is another specialised area I enjoy working in and which often includes speaking with family members about care for your parents and how to best achieve the desired outcome in this increasingly complex area and at often, a most difficult time.