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Guided Wealth
Guided Wealth is a fully independent financial planning firm with a fee-for-advice model. The firm helps clients take control of super, build wealth and...
Overview
Guided Wealth is a fully independent financial planning firm with a fee-for-advice model. The firm helps clients take control of super, build wealth and protect financial security. It specialises in pre and post retirement planning and Self Managed Superannuation Funds (SMSFs), and has extensive experience with young and mid-career professionals.
General information
Firm type
RIA
Principals
Stephen Farrell
Stephen
Frequently asked questions
Who makes investment decisions at Guided Wealth?
The firm employs a team of advisors and portfolio managers, but specific named investment professionals are not publicly listed. As an RIA, it operates under a fiduciary standard, with decisions made in committee or by designated managers per client mandate.
What asset classes does Guided Wealth typically invest in?
The firm constructs portfolios using public equities, fixed income, and cash, supplemented by alternative investments such as private equity, real estate, and hedge funds. Customization per client is central, with no publicly disclosed sector or stage restrictions.
What is the source of the wealth managed by Guided Wealth?
The firm's clients are high-net-worth individuals and families, but the origin of the underlying wealth—whether inherited, entrepreneurial, or from executive compensation—is not disclosed. The firm does not represent a single wealth origin.
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