Advantage Program - Member benefits

Advantage Program - Member benefits



Guild Financial Planning 


Guild FP

Obtain specialist financial and business advisory services from Guild Financial Planning for health care professionals. We provide investment advice, superannuation and retirement planning including self-managed super funds, wealth protection and business succession planning.




Partners Legal  (NEW)


 

  Partners Legal

Partners Legal (NEW)
Obtain legal advice from lawyers with expertise in healthcare and retail business. Partners Legal specialises in providing smarter solutions: business structures, franchising, partnerships, selling businesses, property, wills and estates and succession planning.


Guild Financial Planning

Specialised financial planning services for optometrists                        

•    Superannuation and retirement planning
•    Investment advice
•    Wealth protection (income protection, life insurance)
•    Obligation-free consultation


Guild Financial Planning
is a member of Partners Wealth Group, and together are one of Australia’s leading providers of financial and business advisory services to health care professionals and business owners like you. We have offices in Melbourne, Sydney and Perth and also service regional areas.

Our expertise includes comprehensive financial investment advice, superannuation and retirement planning, self-managed super funds, life insurance, aged care advice, business succession planning and legal services. Whether you are just starting out, building momentum with your finances or reaching retirement, a financial planner who understands the issues in your industry and works closely with other specialists can source smarter solutions for all your situations in protecting and growing your wealth.



Our services                                      

List of services 4 Aug 2016

Get the complete solution with Partners Wealth Group

Your Guild financial advisor will work collaboratively the specialists at Partners Wealth Group for Optometry Australia members to achieve long-term financial security and intergenerational wealth transfers.

Financial Planning information
Insurance and risk information

Certified Quality Advice Practice


We are one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter. PRPIA Pty Ltd, trading as Guild Financial Planning, is an authorised representative of Charter Financial Planning Limited. Certification is awarded based on industry qualifications, demonstrated best practice business operations and proven success in meeting the financial needs of our clients.

Obligation-free consultation

If you have an enquiry or would like to book an obligation-free consultation, contact Guild Financial Planning today on 1800 333 143.

Contact US: download the PDF

Phone: 1800 333 143 (free call)


Partners Legal (NEW)

Partners Legal provides specialist wealth management, commercial and property law advice with expertise in advising on and handling issues for healthcare and retail business owners. As a member of Partners Wealth Group, Partners Legal also work closely with specialists in other business and financial advisory areas to deliver end-to-end integrated and seamless legal solutions for your personal and business legal requirements.

Our key areas of expertise include:

  • Wealth Management: Estate planning and management, Limited Recourse Borrowing Arrangements (LRBAs), Self-Managed Super Funds, disputes and structuring advice.
  • Commercial:  Commercial agreements, business sales/acquisitions and succession planning, commercial litigation, insolvency, and other business structures and financial arrangements.
  • Property: Transfers of land (including stamp duty exemptions to SMSFs, conveyancing – residential and commercial, leasing, security documents, property development.

For an obligation-free chat, call one our lawyers today on 1800 333 143