Guardian Wealth FP is your local mortgage broker and financial planner. Based in South Morang, we want to be the ones to help you achieve your financial goals and dreams. At Guardian Wealth, it is about you.
How Can We Help You?
No two clients come to us with an identical range of financial needs or future expectations let alone hopes, dreams and desires for their future lives and those of their loved ones.
It is our job to first understand your journey thus far, where it is you seek to go, and the timeframes to which you wish to adhere. Only when we have a clear understanding of these factors can we deliver the sort of counsel you would expect of us. Together we will engage in a frank and confidential discussion about aspects of your life that have a financial dimension, as our advice can only be as good as the guidance you provide in defining your requirements.
Once we have an understanding of your financial and lifestyle goals, together with your concerns and tolerance for investment discomfort, we craft your personalised strategy.
Our services cover:
-Mortgage broking - Residential and Commercial
-Superannuation advice
-Investment advice
-Retirement Advice
-and Insurance Advice
Guardian Wealth FP - ABN: 87 133 824 597
An Authorised Representative - No. 464786 - of Dover Financial Advisers Pty Ltd.
AFSL: 307248, ABN: 87 112 139 321
Guardian Wealth FP is
An Authorised Credit Representative (CRN): 466324 - of Red Rock Brokers Group Pty Ltd
Australian Credit Licence: 405961
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Aberdeen St, Macleod, VIC, 3085
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