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Guideway Wealth’s Specialisations

Stock Broking Services

Guideway Wealth are licenced to provide advice on direct equities and this is frequently an important part of our clients’ portfolios.

In addition to this, Guideway also has a number of strategic alliances with key broking houses for clients that desire a dedicated, broker based share service while still receiving strategic advice from Guideway. This service may also benefit new clients to Guideway where they may already have a trusted broker which they wish to retain, but still desire strategic financial advice.

Our alliances means that Guideway simply exclude equities and asset allocation from our advisory scope, allowing us to provide strategic assistance in the following areas:

  • Taxation,
  • Superannuation,
  • Salary Packaging,
  • Estate Planning,
  • Mortgage Broking and Gearing
  • Retirement planning,
  • Insurance and
  • Centrelink and Aged Care advice