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» Member Information:

Name: Mr Paul Benson

Login: GuidanceFS

Registered on June 27, 2010

Membership Level: Corporate

Position Title: SMSF Specialist - Owner / Principal

Member Profile: I own Guidance Financial Services Pty Ltd, a boutique financial planning practice with offices in Essendon and Ringwood.

I am passionate about business and entrepreneurialism and welcome contact from those like minded, especially those in Melbourne.

Favourite Quote: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful. Warren Buffett.

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» Business Details:

Business Name: Guidance Financial Services Pty Ltd

Web Site: guidancefs.com.au

Brief Business Profile: Guidance Financial Services focuses on the unique advice needs of Business Owners and the Self Employed. Self Managed Super, Key Person insurance, and Asset Protection strategies are areas where we commonly assist our clients.

How can we help you?

* Self Managed Super advice (SMSF)? – we have a SPAA accredited SMSF Specialist Adviser, who can provide you with expert advice on establishing and maintaining your SMSF. Shares, Property, Instalment Warrants – we can help develop a strategy that fits your unique needs.
* Income Protection and Key Person Insurance – something no business owner can afford to be without. We can help you identify your needs, then find an insurer to take the risk off your shoulders.
* Asset Protection and Succession Planning Strategies – You’ve worked hard to build up your business. How will you protect the wealth you have built up? How will you pass on the business to the next generation so that eveyone in the family gets a fair deal? We can provide you with advice on how best to manage these challenging issues.

Guidance Financial Services provides financial planning advice to business owners and the self employed. We have offices in Essendon and Ringwood in Melbourne. As at 1 January 2010, we managed approximately $78mill on behalf of our clients. We would welcome the opportunity to sit down with you and discuss how we can help secure your financial future.

Business Associates (user names): - -

Business Telephone: 03 9870 6544

Regions Serviced: Australia-wide

Australian HQ City: Melbourne

Regional or Int'l HQ:

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