About
Guided Wealth Management is your partner in financial planning advice here in Brisbane. Whether its superannuation, SMSF advice investment advice, retirement planning, personal insurance or funds management, our experienced team can assist you to reach your financial and wealth goals.
Contact us
Hours
Closed
| Monday | 8:30 AM – 5:00 PM |
| Tuesday | 8:30 AM – 5:00 PM |
| Wednesday | 8:30 AM – 5:00 PM |
| Thursday | 8:30 AM – 5:00 PM |
| Friday | 8:30 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Amenities
Restroom · Crowd
LGBTQ+ friendly · Transgender safespace · Posts
Services
Estate planning
We build a comprehensive estate plan that addresses all of your individual family circumstances and addresses any changes that may have been driven from our review of other areas in your financial plan. We offer obligation free initial consultations at no charge.
Financial planning
From $880.00
Our financial planning services are created to meet your specific requirements and goals. Our team of qualified experts will collaborate with you to comprehend your financial condition, pinpoint your objectives, and create a personalised plan to assist you in achieving them.
Reviews
5 out of 5
(15 reviews)
5
5
4
3
2
1
Patricia Cumner
a year ago
We were referred to Shauna for retirement investment advice and were very happy with Shauna's approach, her quiet confidence and valuable advice. Shauna also guided our sons to healthy returns in their Super Funds. We'd be happy to recommend her for financial advice to people at all stages of life. Dennis and Pat
Hudson Luisini
8 months ago
Shauna has helped us with all our business and personal insurances initially, and now we are working with Shauna to set up a self managed superannuation fund (SMSF) so we can accelerate our investments for retirement.
About
Guided Wealth Management is your partner in financial planning advice here in Brisbane. Whether its superannuation, SMSF advice investment advice, retirement planning, personal insurance or funds management, our experienced team can assist you to reach your financial and wealth goals.
Hours
Closed
| Monday | 8:30 AM – 5:00 PM |
| Tuesday | 8:30 AM – 5:00 PM |
| Wednesday | 8:30 AM – 5:00 PM |
| Thursday | 8:30 AM – 5:00 PM |
| Friday | 8:30 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Services
Estate planning
We build a comprehensive estate plan that addresses all of your individual family circumstances and addresses any changes that may have been driven from our review of other areas in your financial plan. We offer obligation free initial consultations at no charge.
Financial planning
From $880.00
Our financial planning services are created to meet your specific requirements and goals. Our team of qualified experts will collaborate with you to comprehend your financial condition, pinpoint your objectives, and create a personalised plan to assist you in achieving them.
Contact us
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Amenities
Restroom · Crowd
LGBTQ+ friendly · Transgender safespace · Posts
Reviews
5 out of 5
(15 reviews)
5
5
4
3
2
1
Patricia Cumner
a year ago
We were referred to Shauna for retirement investment advice and were very happy with Shauna's approach, her quiet confidence and valuable advice. Shauna also guided our sons to healthy returns in their Super Funds. We'd be happy to recommend her for financial advice to people at all stages of life. Dennis and Pat
Hudson Luisini
8 months ago
Shauna has helped us with all our business and personal insurances initially, and now we are working with Shauna to set up a self managed superannuation fund (SMSF) so we can accelerate our investments for retirement.
This site uses cookies from Google to deliver its services. By using this site, you agree to its use of cookies.