As a founding partner of My Wealth Solutions, Guy has a wide range of experience in all facets of finance and is passionate about providing practical advice, guidance and assistance.
As a founding partner of My Wealth Solutions, Guy has a wide range of experience in all facets of finance and is passionate about providing practical advice, guidance and assistance. Guy has around 20 years of experience in holistic financial planning and wealth management, and has founded several of his own financial services businesses.
His qualifications include Diploma of Financial Planning, Advanced Diploma in Financial Planning, Self Managed Super Fund accreditation and a Bachelor of Biomedical Science.
Guy takes a genuine interest in his clients, working one-on-one to bring them financial clarity, direction and organisation. His personal approach to financial planning allows him to identify each person’s unique values and lifestyle in order to design the most effective and suitable plan.
When he’s not working, Guy enjoys spending time with his young family and wife. He also likes keeping fit and enjoys watching sports when he has the chance (his favourite is watching his beloved Sydney Swans in the AFL).
Seeing other people grow in their roles and progress and achieve whatever they want whilst helping clients do the same.
There is much more to financial planning than just investing your superannuation. Good financial planning is about the client’s goals and achieving them by building a plan that focuses on that.
Book: The Magic of Thinking Big by David J. Schwartz
Movie: Ace Ventura Pet Detective
Food: Tacos
It would be: don’t try and make things too complex and sometimes simple is best.
Always losing my keys, despite it being a small office.
That I often eat 12 tacos in one sitting.
Napoleon Hill – I have been inspired by his writing and I would love to learn about some of the stuff that wasn’t in the books.
“A financial plan involves much more than making a series of well planned investments. It’s about getting to know how the client sees their future, and what milestones in their lives the financial plan can help to achieve. A good financial plan is built on delivering personal needs and achieving aspirations – not fitting the needs of a client into a pre-determined range of products.” – Guy Freeman
The path to achieving financial success and security starts with sitting down with an expert financial advisor.
