Services

We connect all the financial needs in a comprehensive plan that aligns your finances with the life you want to live.

Clarity

We can teach you simple strategies to get clear about what you need to do today, to be prepared for tomorrow.

Confidence

Would’t it be great knowing your future is secure so you can focus on the more important things in life.

Finance

Life is about people not money, together we can implement effective strategies to control your finances.

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Superannuation

Is the most important asset for all Australians, you can’t afford to get it wrong … can you ?

Whether you are looking to consolidate multiple accounts or want a better understanding of your super, we will ensure that your super fund is cost competitive and of good quality

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Life Insurance

Having the correct insurance in place can provide great peace of mind.

Having the correct insurance in place is a great peace of mind for everyone. We can ensure that your loved ones will be provided for should you pass away or that your financial obligations are met if you are no longer able to work.

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Wealth Creation

Creating wealth takes time, but with a well designed strategy you will get ahead.

We are able to provide strategies for wealth creation outside of your superannuation.

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Retirement Planning

Our goal is to make sure your retirement savings last longer than you do …

We can ensure that you are on track to have enough wealth to retire on, including utilising tax effective strategies to increase your retirement wealth.

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Aged Care & Pensions

Aged Care options when you are no longer able to care for yourself.

We can help you to understand if you are eligible for the Aged Pension and how it can be used in conjunction with your own assets to provide for your retirement income needs.
We are also able to provide assistance in understanding your Aged Care options when you are no longer ableist to care for yourself.

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Cash Flow / Budgeting

Understand cashflow and you will have the power to make your dreams become reality.

We can provide assistance in understanding where your money goes, how to budget and repay any debts quickly.

Rock Solid Strategies to Help you manage

YOUR Money With More Confidence

Without being charged through the nose in fees!

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WHAT OUR CLIENTS SAY

I’ve worked in this industry since 2004, and know hundreds of advisers. Having worked with Rebecca Guy since January 2016, it is clear that she is one of those rare Financial Advisers who not only has first rate technical knowledge, but also embraces the opportunity to put her clients first and provide a tailored plan for each of them.

Whether it be wealth protection, wealth creation, superannuation or retirement strategies, Bec has top shelf technical and product knowledge, and combines this with her ability to construct achievable, pragmatic and client focused strategies to help her clients, and put them on track.

                

Garth Collingwood
Principal Ausure Financial Group

My initial decision to seek advice from a Financial Planner was because I wanted to ensure that a gift I had received wasn’t wasted. As a client with Smartline in Woodford Rebecca Guy came highly recommended. Smartline’s recommendation was well made and the first appointment went well with Rebecca checking on my knowledge of investing, what I could afford to invest, what I wanted to invest in, retirement plans, the health of my superannuation and my appetite for risk.

Within a week Rebecca had a written investment strategy prepared and talked me through the proposed strategy, adjusting the risk profile and adjusting my superannuation profile to better suit my risk profile. I found (and continue to find) Rebecca to be personable, engaging, professional, knowledgeable and trustworthy….for all of these reasons I have been happy to provide this testimony for Rebecca’s business and also recommend her services to friends.

                

Adrian Green
Brisbane Entertainment Centre

We Believe in Old World Charm
Where Relationships are STILL Important

CONTACT US TO GET STARTED