Your financial wealth,
our undivided attention.
Our approach is built on our Investment Philosophy. Using our broad network to access the best investments for our clients, drawing on research from market participants and complimenting it with our in house research expertise. We maintain the discipline to be a steady hand in the face of constant noise, building bespoke investment portfolios to meet the specific needs of our clients.
Our 5 Key Principles
Our core business is the provision of professional advice and ongoing service. We work together to meet client objectives.
We utilise a highly personalised process.
We believe the value for our clients is in our ongoing management of their affairs.
Guardian has maintained its own License for over 30 years, in your best interest.
We pride ourselves on the delivery of proactive advice and portfolio management to our clients.
Our success is built around timely advice, the right strategies and maintaining the investment discipline needed through the cycle.
Wealth that grows with you
Guardian builds and maintains investment portfolios tailored to the needs of the investor and the structure in which the investments are held.
Strategy is an essential part of growing and maintaining wealth. From the simple ‘once-off’ to the more complex ‘lifetime’ strategies – we’ll help you get the right solution.
Guardian specialises in managing client portfolios on a discretionary basis. The MDA arrangement ensures the timely management of portfolios.
We combine our expertise in portfolio management with our SMSF administrators, who complete the administrative functions of the SMSF in-house and on-site.
Getting the strategy mix right and adhering to the strategy over time will make a big difference in retirement income.
Guardian is licensed to provide advice on and place all types of personal insurances as stand-alone products or as part of a broader financial plan.