Originally from Townsville, Guy moved to Brisbane with a desire to help others and decided to pursue a career in financial planning. He joined CUA’s financial planning department as a Paraplanner while completing his studies in financial planning, during which time he learnt how to combine his personal experiences growing up with a tough financial situation with practical financial strategies to help his clients achieve their goals. Following this, Guy struck out on his own and worked with a core group of clients, who remain with him today, while furthering his education. Guy then partnered with long-time friend and now-business-partner Ben Budge to found My Wealth Solutions in 2011 and has been working on helping the company and its team grow ever since.
Nominees three achievements
Achievement No.1
Guy started My Wealth Solutions in the October of 2011 with business partner Ben Budge after previously working in a large financial institution that didn’t put the needs of their clients first. The aim of starting My Wealth Solutions was simple: to give everyday people access to expert financial advice and planning to build a brighter financial future. Coming from a professional background where furthering the business’ interests was prioritized over what was best for clients, Guy was determined to make sure My Wealth Solutions was different and always put the needs and goals of our clients at the heart of every piece of advice or strategy given. The plan worked, with My Wealth Solutions quickly growing from a team of 2 to a team of 14 that continuously strives to deliver the client-first service and advice that we’ve become famous for.
Achievement No.2
~Novel Serialisation: Heavens Fire~
From the beginning, Guy has always had a big focus on making My Wealth Solutions a place where our team members can learn and grow in their careers. Ensuring that every team member has access to mentoring opportunities, as well as encouraging the improvement of company processes, Guy has played an integral part in creating a group spirit of improvement. Working together with Ben, Guy has successfully created an award-winning, high-performing team of financial advisors who had their beginnings in entry-level roles within the company and have progressed to full-time, professional financial advisors.
Achievement No.3
In May 2018, Guy was appointed as a member of the Most Trusted Advisers Network by the Beddoes Institute. This network lists some of the best financial advisers in Australia, as voted in an anonymous survey by their clients. Qualifying for this list requires meeting a strict list of requirements, including an audit test to ensure the trustworthiness of the adviser. Passing these requirements is determined entirely by the responses from that adviser’s clients. By being appointed a member of this list, Guy has proven that his focus on putting the needs of his clients at the heart of every recommendation is equally well-received by our clients as it is by our team.
