Licensing And Advice Solutions For Financial Planners

Guideway is a trusted advice partner to some of Australia’s largest industry, Government and corporate super funds. Our software development and advisory service teams provide a suite of cutting-edge tools and services which enable Guideway advisers to support thousands of Australians each year. If you want a sustainable approach to managing your practice, with risk management that protects you, your clients, and your bottom-line, talk to us.

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15k

clients advised

$5B

in funds advised on

$0

asset-based fees

The Guideway Advantage

  Sustainable Practices

Guideway advisers operate according to a range of forward-looking principles which reduce the pressures and costs of running a compliant practice. The Advice Quality team write or review every advice interaction ensuring advisers meet their expanding obligations. Where appropriate, advisers will be supported in the transition to a sustainable charging model which phases out asset-based fees and FDS and opt-in obligations, all working toward advice practices that are efficient and sustainable.

  No Institutional Alignment

Guideway is not owned or controlled by any financial product provider. Our proprietary tools and services are designed to enable you to work seamlessly with a wide range of products while our philosophy enables advisers to recommend products based on their ability to help clients meet their financial goals.

  Low Cost

Guideway provides high-quality financial advice to thousands of Australians every year. We leverage this scale to provide advisers with low-cost software, tools, licensing, paraplanning and associated services, reducing the cost and complexity of managing these functions in-house and improving practice efficiency and profitability.

  Sustainable Practices

Guideway advisers operate according to a range of forward-looking principles which reduce the pressures and costs of running a compliant practice. The Advice Quality team write or review every advice interaction ensuring advisers meet their expanding obligations. Where appropriate, advisers will be supported in the transition to a sustainable charging model which phases out asset-based fees, upfront insurance commissions and FDS and opt-in obligations, all working toward advice practices that are efficient and sustainable.

  No Institutional Alignment

Guideway is not owned or controlled by any financial product provider. Our proprietary tools and services are designed to enable you to work seamlessly with a wide range of products while our philosophy enables advisers to recommend products based on their ability to help clients meet their financial goals.

  Low Cost

Guideway provides high-quality financial advice to thousands of Australians every year. We leverage this scale to provide advisers with low-cost software, tools, licensing, paraplanning and associated services, reducing the cost and complexity of managing these functions in-house and improving practice efficiency and profitability.

  Low Risk

Low cost licensing often comes at the cost of product dependency, outdated compliance and licensee risk. Guideway only partners with advisers that share our client-first philosophy. Our proprietary systems provide visibility into the advice process while our Advice Quality team writes or reviews every piece of advice, protecting the individual adviser, their clients and the broader Guideway adviser network. These measures, combined with our scale, enable us to offer a select few advisers the combined benefit of low cost, and low risk licensing.

  Feel Supported

Guideway’s Advice Quality team will support advisers with every advice interaction, helping them to meet their obligations and, most importantly, to provide high-quality advice to their clients. Our advice tools are continuously improved and refined by our internal software development team and our advisory service teams includes practice managers, paraplanners and dealers who are technically skilled with experience in a wide range of strategies and products including deep expertise in not-for-profit and defined benefit funds.

  All Clients Matter

Guideway is dedicated to helping as many people as possible achieve their financial goals and keeping advice affordable and accessible is central to this objective. By leveraging the tools, processes and support services developed over years working with super funds providing cost-effective advice to their members, Guideway advisers can profitably support people at all stages of their financial journey.

  Low Risk

Low cost licensing often comes at the cost of product dependency, outdated compliance and licensee risk. Guideway only partners with advisers that share our client-first philosophy. Our proprietary systems provide visibility into the advice process while our Advice Quality team writes or reviews every piece of advice, protecting the individual adviser, their clients and the broader Guideway adviser network. These measures, combined with our scale, enable us to offer a select few advisers the combined benefit of low cost, and low risk licensing.

  Feel Supported

Guideway’s Advice Quality team will support advisers with every advice interaction, helping them to meet their obligations and, most importantly, to provide high-quality advice to their clients. Our advice tools are continuously improved and refined by our internal software development team and our advisory service teams includes practice managers, paraplanners and dealers who are technically skilled with experience in a wide range of strategies and products including deep expertise in not-for-profit and defined benefit funds.

  All Clients Matter

Guideway is dedicated to helping as many people as possible achieve their financial goals and keeping advice affordable and accessible is central to this objective. By leveraging the tools, processes and support services developed over years working with super funds providing cost-effective advice to their members, Guideway advisers can profitably support people at all stages of their financial journey.

Adviser Services

Licensing

Guideway licenses financial advisers from a range of super funds, midsize and boutique advice practices. Guideway is a conservative licensee, primarily focused on advice quality and client outcomes. All advice issued under the Guideway license is either written or reviewed by Guideway’s Advice Quality team. We are not a light-touch licensee but a trusted partner to advice businesses that value their client’s financial wellbeing above all else.

 

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Advice Software and Tools

Guideway advice software and tools are designed to enable advisers to deliver quality, compliant advice in an efficient and profitable manner. Guideway’s proprietary tools enable effective triage, scaling and advice production as well as facilitating effective ongoing client management. Software, tools and processes are continuously tested and refined to best facilitate advice quality, optimal client experience and profitable service delivery.

 

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Paraplanning

Guideway’s Advice Quality team supports advisers with drafting and reviewing thousands of advice documents every year. Our team is highly technical with experience in the full range of advice topics including deep expertise in retirement planning and defined benefit funds. Our team is also skilled in the provision of scaled or intrafund advice, making it readily accessible and affordable to your clients. The Guideway team work closely with advisers on every piece of advice, helping them to meet their obligations and provide exceptional service to their clients.

 

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Advice Implementation

Implementation is one of the most difficult and time consuming components of the advice process, both for advisers and clients. Consequently, a lot of sound advice is not acted upon, leaving clients unable to realise the full benefit of the advice they receive. Guideway’s Implementation team can support both advisers and clients, liaising with key stakeholders to case manage implementation of individual recommendations, long after the initial advice has been provided.

 

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Complementary Advisory Services

Guideway provides a range of services designed to complement an adviser’s core value proposition, enabling the adviser to concentrate on their strengths without having to turn away clients or worry they aren’t getting the attention they deserve. Guideway can act as first point of contact, assisting clients with administrative support, general advice enquiries or scaled personal advice where appropriate, while the adviser focuses on maintaining relationships and delivering high-value strategic advice.

 

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Practice Transformation

Many advice practices are weighed down by outdated revenue and operational models which add to cost and compliance burden and increase the business risk associated with regulatory or legislative change. With a range of cutting-edge tools and tailored services, Guideway can help your practice transition to a more sustainable business model, reducing costs and headaches and improving long-term profitability in the process.

 

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