Guided Wealth Management is a distinguished financial advisory firm based in Brisbane, Australia, dedicated to understanding and addressing the unique financial needs and aspirations of each client. The team of experienced financial advisors at Guided Wealth Management takes a personalized approach, focusing on building strong relationships with clients to develop tailored financial plans that align with their goals for the future. Unlike traditional financial services, Guided Wealth Management places a strong emphasis on the individual, ensuring that every aspect of the client’s financial situation is considered to create a comprehensive strategy for success.
With a strong foundation in strategic planning and a proven track record of delivering results, Guided Wealth Management, under the leadership of Shauna Rose, offers a range of services designed to optimize financial efficiency and security. From reviewing tax structures and budget management to developing retirement plans and estate strategies, the firm covers all aspects of financial planning to help clients achieve their desired lifestyle and long-term financial objectives. By collaborating with other professionals and specialists, Guided Wealth Management ensures a holistic approach to financial management, providing clients with a comprehensive and integrated financial strategy.
Shauna Rose, the Founder, Director, and Senior Financial Adviser at Guided Wealth Management, brings over two decades of experience in the financial planning industry. With a background in funds investment and a focus on business succession planning, Shauna has a deep understanding of the complexities of financial management for both individuals and Small to Medium Enterprises. Guided Wealth Management’s commitment to excellence, integrity, and client-centric service sets it apart as a trusted partner in guiding clients towards financial success and empowerment.