Stephen Farrell
Guided Wealth
As an over-qualified Money Nerd, I've learned through my last 20 years of finance that most people over-complicate their personal finances and focus on the wrong areas.
Often I get questions about what is the best super fund? Should I buy shares or property? Should I pay off my mortgage or save for retirement? All valid questions, but...
We need to ask the why before the how.
What are you saving for? What does your retirement look like for you? When do you want these goals to happen? The detail flows from there and that's where I can help.
You tell me what you want to happen and I'll give you the options about how to get there.
I'll use my expert knowledge in finance to help you make the most of the money you make from your expertise in your career.
Let's work together to create a great outcome. Reach out and say hi today!
Expertise
Our initial consultation appointment is at a cost of $330 for a 2 hour meeting. In the event you decide you would like to proceed with advice, we rebate this fee against your initial advice cost, effectively making the initial appointment free.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2005
- Years of experience 19
-
Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma - Applied Finance and Investment
-
Language spoken
- English
Guided Wealth
Eastland Shopping Centre, C307, Suite 334, Level 3, 175 Maroondah HwyRingwood, VIC 3134
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
-
In person
-
Phone
-
Video call
Licensed by
Guided Wealth Pty Ltd
AFSL 427218
