Overview
Investment decisions can be complex and are highly dependent on individual circumstances, goals, and risk tolerance.
Financial Guidance Hub provides structured investment guidance and assessment to help you understand different investment pathways, identify key considerations, and determine whether personal investment advice may be appropriate.
Our approach is designed to ensure decisions are informed, considered, and aligned with your broader financial position.
Investment Pathways
What investment guidance involves
Investment guidance begins with a review of your overall financial situation, objectives, and areas of uncertainty.
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 would be beneficial.
This process helps clarify:
- different investment pathways that may be available
- how investment decisions fit within your broader financial structure
- whether licensed investment advice may be required
When personal investment advice may be appropriate
1.
Investment decisions are subject to regulatory requirements and licensing obligations.
2.
Where personal investment advice is appropriate, advice is provided by authorised representatives operating under the relevant Australian Financial Services Licence.
3.
This may result in the preparation of a Statement of Advice outlining recommendations tailored to your individual circumstances and best interests.
Our role
Financial Guidance Hub’s role is to ensure you are informed and prepared before making investment decisions.
We help you:
- understand investment concepts and pathways
- identify whether advice is required
- approach the advice process with clarity and confidence
We focus on long-term suitability rather than short-term outcomes.
Getting started
If you are unsure whether investing is appropriate for you, or would like clarity
around your options, starting with a guidance assessment can help bring direction.
There is no obligation to proceed beyond the assessment, and no pressure to move forward.
No obligation. No cost to enquire.