Steven Guy Email & Phone Number

I am very proud to have been one of the Adelaide Advisers on the Westpac Group's External Advice Referral Program which supported Westpac and Bank SA banking customers to access personal advice services up to June 2022.Many of the Westpac and Bank SA customers that sought advice in the past remain with me today.My main target is to act in your best interests, prioritising your interests over my own.I enjoy listening deeply to your needs.I personalise my advice around you and look to make your dreams and goals tangible.I will help you navigate financial matters. Holding your hand through what can sometimes be complex. Always looking to make things easy to understand.I have been providing financial advice for 30 years watching my clients grow.Through myself with the backing of a large financial services company – Viridian Advisory we have a wide range of knowledge and expertise to assist you.Shared values – We work together with you to achieve your goals, dreams and aspirations.I love to uncover any intangible needs you might have – Like the need for Peace of mindFinancial Planner providing clear easy to understand advice. Advising on Super Pensions SMSFTransition to Retirement StrategyRetirement Strategy'sInsurance - Life Critical Illness Income Protection TPDMajor Achievements - Landing at Adelaide Airport 2008 with a wife and three children neither of us had a job, we knew no one in Adelaide and making a life here. That's my major life achievement.Having three fantastic children and a fantastic wife that mean the world to me.Building a successful Financial Planning Business/Mortgage/General Insurance from Scratch in the UK after leaving Sun Life of Canada. Looking after the Pension fund and providing financial advice to Stephens Hewlett and Perkins Attorneys in Bristol and London Holborn. I treasure every moment I was the adviser for the fantastic bunch of people. I wish they could all be here in Australia so that I could continue that relationship.Australia - I negotiated a special agreement with Comminsure head underwriters for a large group of Pilots in Australia Income Protection that would not normally get terms.Building strong relationships with major corporate Super Funds Cobham Aviation,DMG Radio, RDNS Nurses, ADTRANS, Thomsons Lawyers and Uranium 1.Financial Adviser in UKAdvised on Pensions SIPS SAS Investments - Unit Trusts PEPs TESSA'S ISAs Investment TrustsInsurance - Life Critical Illness Income ProtectionIndependent Mortgage BrokerTop 10 UK General Insurance business writer for Pearl Assurance

Listed skills include Financial Advisory, Investments, Income Protection, Pensions, and 28 others.