Guided Wealth Management

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

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.

Our experience with Shauna at Guided Wealth Management has been great so far. We moved to Brisbane last year & my husband wanted to talk to someone independently about our superannuation performance. We have only been working on our wealth management roadmap that Shauna created in collaboration with us for a few months, & we already feel more comfortable about our financial plan. I was pretty sceptical and thought maybe we were too young to worry about our superannuation investments and retirement plan, but I know that really it was just because I didn't understand it. Shauna asked us all the right questions, we didn't know where to start, we worked out our personal goals over the next few years, and worked out what we want a comfortable retirement to look like. Now I really feel that we have a fluid plan in place & Shauna is going to help us execute the financial plan year after year. If you are feeling overwhelmed or don't know anything about how your superannuation performs, or how you are going to fund your retirement, I would genuinely encourage you to give her a call and just have a conversation, we are very impressed and we're a lot clearer on our future.

My wife and I are very happy at this point with the financial advice around our superannuation and our retirement plan from Shauna. From the start, this whole process has been very easy, Shauna helped us define our goals, and then has been there every step of the way in helping us get our super investments sorted, all our personal insurances and putting together a real "big picture" plan that we can follow and review with her as needed. If you don't know how or what to do in regards to your wealth plan or management, Shauna has this awesome "Wealth Roadmap" process which really gave us the clarity we needed. I'd recommend anyone who has aspirations to improve their financial situation to give her a call. Best thing we have done for our future.

After a recommendation from my cousin, I contacted Shauna to help with some financial planning advice. I live on the other side of Brisbane, so we had an initial zoom meeting after work, and I felt pretty comfortable with everything. I became a client shortly thereafter & I am pleased with the results of my superannuation investments now, plus I have a real plan to retire within 10 years.

I'm thrilled to be able to share my experience with Shauna at Guided Wealth Management. I discovered this company while looking for someone to assist me with establishing my Self Managed Super Fund (SMSF) and managing my investments. Shauna has since become an essential part of my financial planning journey. Her professionalism, knowledge, and attention to detail have left me speechless. Shauna has been extremely helpful in assisting my wife and me in establishing our SMSF. Throughout the process, she has provided us with valuable insights and guidance, making it a seamless experience for us. Shauna is an expert on superannuation laws and regulations, and she has assisted us in navigating the complex landscape with ease. She is also an excellent communicator who takes the time to explain everything in detail, which has been extremely beneficial to us as first-time SMSF investors. One of the things I like about Shauna is that she approaches financial planning holistically. She created a Wealth Management Roadmap for our Retirement Plan that is tailored to our specific needs and circumstances. Shauna took the time to understand our financial goals and aspirations, and she has provided us with a detailed plan to help us achieve them. I'm confident that with Shauna's help, my wife and I will meet our financial objectives. Shauna has also provided us with valuable tax advice to help us maximise the value of our investment properties in Brisbane and the Sunshine Coast. She is an expert in this field, and she has assisted us in structuring our investments in a tax-efficient manner. This has allowed us to maximise our returns while minimising our tax liabilities, which has been extremely beneficial to our overall financial plan. Shauna's wealth management expertise has been invaluable to us. She has been managing our investment portfolio, and I am pleased with the results she has achieved. She takes a proactive approach to investment management, reviewing our portfolio on a regular basis and making adjustments as needed to ensure that we are on track to meet our financial objectives. Shauna is also very responsive, and she always takes the time to answer our questions and offer advice when we need it. Overall, I would strongly recommend Shauna at Guided Wealth Management to anyone looking for an experienced and knowledgeable financial advisor. My wife and I appreciate her assistance and the peace of mind that comes with having her on our side. Shauna's professionalism, expertise, and attention to detail are unparalleled, and we know we are in good hands with her. Shauna is the right choice for you if you want a financial advisor who will take the time to understand your specific needs and goals and provide you with personalised guidance and advice.

My husband and I have been working with Shauna for some time, and we are very happy with the clear path she has laid out for us both for our personal retirement planning and also for our business located on the Sunshine Coast. Even though Shauna is in Brisbane, she comes to us face to face every year, and everything else we need in between is done very efficiently via email, online zoom meetings or over the phone. Highly recommend!

My partner and I have been working with Shauna at Guided Wealth Management on our overall Retirement Plan, and also discussing strategies around succession planning for our Brisbane based business. She is very knowledgeable and has helped us in areas where other financial advisers have told us they can't, and she pulled together a team of professionals for us including an accountant, a finance broker and insurance broker, and we have been fortunate enough to all collaborate together on the goals we want to achieve. We feel very confident in Shauna and her ability to help us move forward with our financial plans. I would recommend Guided Wealth Management to anyone for their personal or business goals.

We have a business & several residential properties in Ipswich. Shauna has been working closely with us after we went through 3 other financial advisers in Brisbane, and we are sure we have found the financial planner for us! She showed us a full process, asked us all the right questions to find out exactly what our personal and professional goals are, then created what is essentially a roadmap for our future. She checks in with us regularly to discuss superannuation, retirement planning, and even meets with us and our accountant to discuss budgeting within our business. She is so pro-active, my only regret is not finding her sooner.

What an exceptional experience I had with Guided Wealth Management, after going through the rounds of finding a quality financial planner I finally settled on GWM for my superannuation needs, especially regarding my SMSF. Shauna the principle advisor was exceptionally knowledgeable in all facets of super, and very helpful in advising me on the pros and cons of different SMSF setups. Highly recommend Shauna for any Superannuation advice. Don't go anywhere else, she's got her eye on the ball! 👍⭐⭐⭐⭐⭐