Guy started his career as a mortgage broker, combining work and study, ultimately becoming a certified financial planner and a specialist self managed super fund advisor. This would enable him to offer more than simply mortgage advice.
Always compelled to do the right thing by his clients, while employed he stopped a Queensland investment property deal from settling and gave the client more appropriate advice. In so doing, he secured his first client and his own business was born.
That first client, still a client of
ThePrimeAdvisoryGroup to this very day, was so impressed with the service they received, went on to refer more than 35 friends, family and colleagues. Since then, Guy and his team have helped more than 1,000 clients build their wealth.
One of the comments he's often presented with is that building wealth means significant changes and 'missing out' on the good things in life. His nearly 20 years' experience has proven time and again it just isn't true.
"Our clients don't have to change their lives massively. It's usually the small changes that make a huge difference over time. We start with doing a budget to see where those small changes can be made, set goals and most importantly get the strategy right. Then it's just about doing and tracking the things that ultimately make a difference".
Guy's great passion is helping others to achieve their goals and enabling his clients – all great at what they do – to remain focussed in their areas of strength. "We partner with you to run your wealth strategy, which is our area of strength and then make sure you're on track to reach your goals with the minimum of fuss!"
