Director and Managing Principal
Guy Freeman – Sub Authorised Representative No 314065
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.
Starting his career with Credit Union Australia Financial Planning, Guy then moved to help set up a boutique firm called Personal Financial Planning Services and went on to found a specialist wealth management firm. He also has a number of qualifications including a diploma in financial planning, an 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 to offer the most effective and suitable plans.
“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.”
Outside of Work
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).