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| Guardian Royal Financial Services partnering with Accountants, Financial Planners, Solicitors and Professionals |
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One dedicated team delivering your clients a Financial Blueprint.With Guardian as your partner
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Different roles, Common ground.As an accountant, solicitor, financial planner or finance professional, you deal with people and finances every day, often at a complex and highly technical level. At Guardian we deal with people and finances in order to help clients meet their wealth creation goals. But we’re not accountants. So what do we do?Guardian Royal comprises a multicultural and multinational team of Financial Planners, Real Estate agents, as well as Investment, Mortgage and Insurance specialists. Our ultimate goal is wealth creation and protection for clients by taking a holistic approach to financial planning. How can we help your business?In recent years we have experienced a growing demand for our services from Accountants, Accountancy firms, Lawyers, Tax Barristers, Legal firms and Financial Planners (both small and large), looking for a more innovative Dealer Group. This demand is for licensed and compliant financial advice for their clients that complement their own areas of expertise. |
Our assistance is commonly requested for complex or technical aspects of financial planning, investment, wealth creation, income protection alternatives, tax planning and tax minimization. Guardian licensed financial advisers can add value to you with:• Debt Management • Retirement planning • Estate planning • Salary packaging advice • Employee share and option plans • Risk Management – advice on personal insurances such as Income Protection, Life Cover, Total and Permanent Disability, Trauma, Business Cover, Superannuation and Investments. In key partnership with AgriBusiness Australia• Tax planning and minimisation • Agricultural Investments In key partnership with Avestra / Sonray• Advice on stocks and shares with access to unique investment opportunities. In key partnership with Questus• Self Managed Superannuation Funds • Super Warrants • National Rental Affordability Scheme (NRAS) • Approved Direct Property • Unlisted Property Trusts |
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Partnering with us to help your clients.By partnering with Guardian, you and your clients can link into the expertise of our financial planning and investment specialists. We are able to work in partnership with you to add value to your clients’ financial situation. We have the shared aim of helping your clients build wealth and achieve their financial and lifestyle goals. We have created a partnership model to help us work together. And in line with our business philosophy, you can be sure we will respect the integrity of your business and act with the utmost confidentiality as outlined in Guardian Privacy Policy. |
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The ABC of joining the links |
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For many people, there’s sometimes a gap between where they are right now and where they aspire to be. We can help bridge that gap by working with you and your client to build a strategy that’s tailored to your client’s needs. We take an integrated approach and look at the whole spectrum of financial solutions. Our strategic plan will cover all elements of their financial situation as illustrated here: We believe that a successful wealth creation strategy for your clients is heavily reliant on three key issues: |
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1. The right structuresAustralia is a highly taxed and compliant country, Guardian realises Income and Wealth Creation must be linked to Tax Structures. They must be acceptable to the Australian Tax Office (ATO) and also meet your client’s expectations. ATO Product Rulings are linked to many products on Guardian approved list. 2. The right approved products and asset allocationThe right blend of available Cash, Fixed Interest, Shares, Agriculture and Property are integral to diversify and create wealth. Guardian advisers match your client’s risk profile and family goals with asset allocation. 3. The right sound investmentswith key relationships including Questus, Avestra, Sonray, Macquarie Bank, St George Bank and National Australia Bank, Guardian accesses a wide range of cutting edge research and investment options. This provides true diversification Direct Property (home and land to Syndicated Retirement Villages,) daily share reports, access to wholesale rates, initial public offerings and 100% tax deductible Agricultural investments. |
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The first stepOur dedicated Wealth Management financial planners are able to discuss your needs with you, and develop a strategy for working together to meet those needs. From that initial meeting we can establish together the ways we can help your clients build wealth and achieve their goals in retirement. Our services are available as a resource to you and your clients, solely at your initiative and at your discretion. |
Next StepsOur partnership model involves a number of key steps that we will undertake with you, including: • An initial meeting to establish how we will work together • Appointment of a dedicated financial planner • An implementation timetable • Ongoing communication and information updates • Privacy and confidentiality agreements |
Like to know more?For more information on how you can join the links for your clients with Guardian, call today on (07) 3807 1340. (eastern states) or (08) 6310 5040 (western states) or visit our website: www.guardianap.net |
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| www.guardianap.net | |
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Queensland, NSW, Victoria, ACT, Tasmania 1 James Street, Beenleigh, Qld. 4207 PO Box 706 Ormeau, Qld. 4208 Phone: (07) 3807 1340 Fax: (07) 3382 6542 |
Western Australia, South Australia, NT Level 3, 47 Kishorn Road, Applecross, WA 6153 PO Box 1346 Canning Bridge, WA 6153 Phone: (08) 6310 5040 Fax: (08) 6310 5041 |
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email , or call him on 0418 961 250 and request a password to enter our advisor services page. |
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Download this page in pdf format: |
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