By definition ‘ardent’ is a fervent or deeply felt emotion for support of someone or something. At Ardent Private Wealth, it’s both. We are known for our unerring conviction for helping and guiding our clients to achieve fulfilment both financially and personally.
Ours is a five-part framework that starts with ‘why’ and once genuine objectives are articulated, progresses to ‘when, who, how and what’. Our philosophy is underpinned by an absolute commitment to bespoke financial advice.
At Ardent our commitment is to financial leadership and genuine client-first advice designed to achieve your objectives, your way.
Scott Moses
Principal Financial Adviser
Scott began his career in the years prior to the crash of 1987. Those were heady days. Flamboyant business tycoons made startling headlines as they bought up big in what ultimately proved to be unsustainable investments in a precarious economy. As a young man at the beginning of his career he witnessed the excesses of the 80s and was actually on the floor of the Brisbane Stock Exchange the day it all came tumbling down... a lesson learnt and a moment etched in his memory forever...
Beginning her office administration career with a Life company in 1997, Brooke gained a solid grounding in insurance before moving to a larger boutique financial planning practice with specialisations in SMSF and discretionary trusts. In 2003, she accepted a role with Associated Planners Indooroopilly and has remained a key member of this team, albeit a couple of name changes with the most recent being Ardent Private Wealth, ever since. With certificates in office administration and financial services, depth of experience and genuine warmth towards clients and team mates, Brooke is perfectly positioned in the role of Client Services Manager.
“I had the good fortune of meeting Scott as a presenter at a seminar I attended a number of years ago. I was so impressed that I subsequently made an appointment to meet with him personally and can truthfully say that I have never looked back. His expert advice comes from a vast amount of personal knowledge, expertise and experience. He is innovative, encouraging, motivating and a really nice person to deal with, who genuinely seems to be there for everybody.”
Alyson Pevreal
Director/Business Manager, Doctors at Coomera
"Scott has been our trusted financial adviser since 2007. During this trying and volatile market time, he has been most helpful and passionate about our financial well-being. We have found dealing with him and his staff extremely satisfying."
Bill & Robyn Vivian
Happily Retired Professional Couple
“Scott is an adviser who offers more than the usual level of service. He understands the need for his clients to gain knowledge about their financial affairs and structures, includes other experts when appropriate, and provides access to opportunities for investment and security that many others cannot. His style is professional and personal, and his results speak for themselves.”
Dr Anthony French
QGMG, Consultant Physician and Geriatrician
“Scott is building one of Australia's greatest advice businesses. For Scott, what he does, comes after he understands why he is doing what he does: to bring more Australians greater financial certainty in their lives. I've known him for ten years and he has always been the pioneer ahead of his peers in understanding and implementation of financial advice trends that give.”
Jim Stackpool
Strategic Consulting & Training
"Having a young family, Scott was instrumental in establishing the investment fundamentals for us. Estate planning and life insurance were not necessarily our initial priorities, however Scott expertly explained the importance of underpinning our investments with a solid foundation. He took the time to understand what is important to us and now proposes strategic investments on this basis. Our view is long term and Scott is an integral part of our family's security and our vision for the future."
Monique & Andy Gardiner
Professional couple with a young family
“Scott is a dynamic, forward-thinking adviser who is always passionate about doing his best for his clients. His energy and enthusiasm is infectious. He is a leader in the delivery of innovative financial advice and services.”
Peter McKnoulty
Consultant, McCullough Robertson Lawyers & Founder, Transition Planning Australia
“I have known Scott for more than 15 years in his role as a high end Financial Adviser. In my view, he would rank amongst the best advisers in the country. His depth of knowledge and his capacity to apply that across clients with complicated financial affairs is at times astonishing. He has gathered around him some very high quality staff and an impeccable reputation.”
Ray Miles
Executive Chairman, Fortnum Financial Group
"When we engaged Scott in 2006 to establish and maintain our SMSF, we couldn't have known how astute that decision would be. Scott has the passion, experience and ability to identify, source and establish solid and diverse investment opportunities. With the assistance of his friendly, helpful staff, Scott has successfully managed our personally tailored portfolio since our retirement in 2008.
In this volatile financial world, it is reassuring to know that our wealth management is in very good hands."
The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only.
Ardent Private Wealth and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
