What do we offer?
Guardian Wealth Management is a boutique, fee for service, advisory business, specialising in investment, retirement planning & aged care advice, as well as safeguards to help manage personal risk and secure your future.
Creating wealth can involves many strategies, including keeping abreast of the latest changes to tax and superannuation legislation to help ensure you don’t pay more tax than you need to.
At Guardian Wealth Management we use extensive experience to tailor advice to your specific financial and lifestyle needs. We take our professional responsibilities seriously and operate ethically with technical competence, honesty and integrity. We subscribe to the ethical requirements of the relevant professional bodies, including the FPA (Financial Planning Association) and the AFA (Association of Financial advisors) and support the development of their self-regulating disciplines. We want you, to have the peace of mind that we have your investments and financial well-being as our top priority.
Fee for Service
We are strong believers in the ‘fee for service’ principle. Our clients receive a full disclosure of all fees and charges so there are no surprises! We have an expectation of ourselves to provide you with a service that we are remunerated for—and we document the agreed services.
We’ve done the research to help you make the right choices
Guardian Wealth Management has access to competent technical advice through our Licensee, InterPrac Financial Planning; and a researched product range through InterPrac, Morningstar & Lonsec Research. This alliance enables us to provide a sophisticated level of service to our client base that is cost efficient, both in terms of research cost and service delivery.
We also work closely with referring consulting advisors in accounting, mortgage lending and legal fields, to ensure you have the complete picture and all your needs are fully catered for.
Who is InterPrac?
InterPrac Financial Planning was established in 2004 to work with accountants and like-minded financial planners for whom the relationship will always be with the client. InterPrac Financial Planning won
the IFA Excellence Award Dealer Group of Year for 2017 and 2018 by a judging panel of independent industry leaders.
To continue to provide the support and training to our their network of Advisers, in December 2017 InterPrac became part of the listed Financial Services entity Sequoia Financial Group Ltd ASX Market Participants (SEQ). That provides InterPrac advisers and their clients access to dedicated broking and listed equity support as well as access to Initial Public Offerings (IPO’s).
InterPrac Financial Planning will continue to act under its existing license and management-yet be able to draw on the experience, financial strength and opportunities that an ASX listed group can offer.
As Authorised Representative, I act on behalf of InterPrac Financial Planning Pty Ltd when providing financial services and authorised to provide advice under InterPrac’s AFSL. As the holder of an AFSL, InterPrac is responsible for the financial services we provide to you.