Guided Wealth Management

13/06/2026

For any of my Brookwater clients, please take advantage of this generous offer. I know the Owners of this local business and they are genuine. Times are tough for many at the moment, but sometimes great people come along to lend a hand.

Mess Munchers Community Giveaway ❤️

We know life can get overwhelming sometimes, and a clean home can make a big difference. That’s why Mess Munchers is offering a free deep clean to someone in our community who truly needs a helping hand.

If you know someone going through a hard time, or if that someone is you, we’d love to hear from you. This could be for someone dealing with illness, grief, financial stress, burnout, or any season where keeping up with the home has become too much.

To nominate someone, send us a message or an email [email protected]

• Their name

• Their suburb

• A short reason why they deserve the clean

We’ll choose one person or family who we feel would benefit most, clean will be in the first week of July and we hope to do this on a monthly basis.

No judgement. Just support. 100% Confidentiality

If anyone or any other businesses feel like they could also jump on board and offer something to help those in need we would love to hear from you also.

02/06/2026

Housing costs can significantly impact retirement lifestyle and financial security — especially as living expenses continue to rise. Many Australians approaching retirement are worried about: • ongoing rent payments • rising housing costs • whether their super will last long enough The important thing to remember: Retirement planning isn’t only for wealthy people. Good planning can help create more certainty, structure, and confidence — no matter your starting point. And it’s never too early (or too late) to understand your options.

29/05/2026

The Age Pension shouldn't be the only retirement plan you have, however for many, it might be the only option. Early planning can lead to a quality of life.

26/05/2026

Understanding what your retirement looks like, early, makes your long term retirement look easy.

23/05/2026

Everyone's retirement is different because everyone is different. Having your retirement mapped out, in simple terms, without the jargon, can make all the difference. Whether it's an early retirement you want or you're part way through your retirement, there's no time like now to start creating a plan.

22/05/2026

our Advice Delivery Team! 👏

Bryce is currently completing his Professional Year Program and brings a strong passion for helping clients alongside a commitment to growing within the financial advice industry.

Many of our wonderful clients have enjoyed working with Bryce. We’re very pleased to have Bryce join the team and look forward to seeing him develop throughout this exciting stage of his career.

Please join us in giving Bryce a warm welcome to the team! 💙

15/05/2026

The 2026/27 Federal Budget will soon change the way many sophisticated investors and Australian Business owners operate.

For years, we used this strategy:

🔵 Family Discretionary Trust
🔵 Access 50% CGT benefit
🔵 Stream income flexibly to Family members
🔵 Use bucket companies where appropriate

For many Business owners and investors, it might be time to review your wealth accumulation plan, to ensure this strategy is still appropriate.

Ensuring wealth accumulation and wealth retention will likely still be the goal, but the strategy behind effecting that is changing.

Long term planning is key but if you don’t have a long time, it’s time to pivot quickly.

To be clear: this is not advice and I recommend discussing this with your Tax Accountant and Financial Planner. Asset Protection, Div7A and anti avoidance rules are critical.

15/05/2026

Sick of hearing about the budget? Not sure what it all means? Let's go back to interest rates.

Most major economies stopped raising rates back in 2023.
Australia? We’ve just had another increase in May 2026.

For households, that means higher mortgage repayments, tighter cash flow, and more pressure on everyday living costs. But it also means many people are asking the same question:

“What should I actually be doing financially right now?”

This is where strategic financial advice matters.

A good financial plan isn’t just about investments, it’s about making sure your money decisions work together:
✔️ Managing debt effectively
✔️ Structuring cash flow and savings
✔️ Reviewing superannuation and investments
✔️ Protecting your family and future goals
✔️ Making confident decisions instead of reacting to headlines

Economic conditions will always change. The people who tend to feel most in control are the ones with a clear strategy and a plan tailored to their situation.

If the constant talk around rates, inflation and the budget has you feeling uncertain, now is a great time to get clarity around your financial future.

20/03/2026

A huge thanks to Christchurch for having Guided Wealth Management at the annual Centrepoint conference.

Traveling home today after learning a great deal about, not only local history but about the industry that our Team loves so much.

Looking forward to being back in the sun and working through all the things we learnt.

16/11/2025

The team at Guided Wealth had a wonderful night at Chattanooga as we celebrated the end of another successful year at our Christmas party.

Thanks everyone for such a great night and more importantly, thank you for a great year.

Thank you to all of our clients. We couldn’t do what we do if it weren’t for you.

We wish you and your Families a very Merry Festive Season and look forward to another year 🌲 🌟