Overview
Financial Guidance Hub provides structured financial guidance and assessment across key areas of personal finance.
Our role is to help you understand your position, identify areas that may benefit from further assessment, and ensure that where personal financial advice or credit assistance is appropriate, it is delivered by licensed professionals in your best interests.
You do not need to know exactly what you are looking for to begin.
Guidance Services
Superannuation guidance
Superannuation plays a significant role in long-term financial outcomes, yet it is often misunderstood.You need a clear starting point.
Our process begins with a review of your current superannuation position to identify potential issues, opportunities, or areas requiring further assessment.
Where personal superannuation advice is appropriate, licensed professionals provide advice in accordance with regulatory requirements and may issue a Statement of Advice tailored to your circumstances.
Guidance Services
Insurance guidance
Personal insurance decisions require careful consideration and appropriate licensing.
Through a structured assessment conducted by licensed professionals, we help identify whether personal insurance advice may be appropriate for your situation.
Where advice is provided, it is delivered by authorised representatives operating under the relevant licence and may result in a Statement of Advice outlining recommendations in your best interests.
Property and lending guidance
Personal insurance decisions require careful consideration and appropriate licensing.
Through a structured assessment conducted by licensed professionals, we help identify whether personal insurance advice may be appropriate for your situation.
Where advice is provided, it is delivered by authorised representatives operating under the relevant licence and may result in a Statement of Advice outlining recommendations in your best interests.
Investment pathways
Investment decisions should be approached with a clear understanding of risk, structure, and suitability.
Our assessment process helps identify appropriate investment pathways and whether personal investment advice is required.
Where advice is provided, it is delivered by licensed professionals and may result in a Statement of Advice prepared in accordance with your best interests.
Getting started
You can enquire about a specific guidance area or submit a general enquiry if you are unsure where to start.
A full review of your situation is conducted from the outset to identify whether there may be areas where assessment by a licensed financial adviser or other relevant licensed professional would be beneficial.
No obligation. No cost to enquire.