Guardian Wealth

Moe is Guardian Wealth's Financial Planner and Mortgage Broker. Having graduated from Latrobe University with a Bachelor of Business and a major in Financial Planning. He then began work at one of Australia's leading superannuation platforms. With the knowledge and expertise gained there, he set off to create Guardian Wealth, a financial services practice, putting the client first, and doing whatever it takes to achieve their financial goals and dreams. How Can We Help You? No two clients come to us with an identical range of financial needs or future expectations let alone hopes, dreams and desires for their future lives and those of their loved ones. It is our job to first understand your journey thus far, where it is you seek to go, and the timeframes to which you wish to adhere. Only when we have a clear understanding of these factors can we deliver the sort of counsel you would expect of us. Together we will engage in a frank and confidential discussion about aspects of your life that have a financial dimension, as our advice can only be as good as the guidance you provide in defining your requirements. Once we have an understanding of your financial and lifestyle goals, together with your concerns and tolerance for investment discomfort, we craft your personalised wealth management strategy. The strategy is designed to deliver the return you require whilst taking only so much investment risk as absolutely necessary. Not all of our clients however want a comprehensive wealth strategy, we therefore offer a range of services that can be accessed singularly or in combination. These include stand-alone investment portfolios; Self-Managed Super Fund (SMSF) advice; retirement planning; asset protection; and estate planning/philanthropic advice.