While analysing numbers is fundamental to successful financial outcomes, truly successful financial planning is driven by personal outcomes - yours.
Our financial planning model is underpinned by a framework that articulates your objectives; that extends beyond money and wealth to what may be described as ‘meaningful achievements’. We explore needs, but more importantly we respect your core values, aspirations and what you really want, both now and in the future. We believe that truly successful and appropriate financial plans are driven by personal objectives and genuine fulfilment that includes four key areas for consideration, as outlined here:
There’s every chance that the share-house you lived in during your 20s, is a world away from the home you share in your 40s. As your life changes particularly as you age, where and how you live will be redefined, possibly several times over. As you look to the future, it’s not just a question of where, but how you will live your life in your 60s and beyond. Clarity around the life you wish to live, underpins your financial position and this gives rise to your personal fulfilment.
Your past, present and future is intrinsically linked to those you love, and sometimes those you don’t. Either way, your financial affairs are tethered to your family – a life partner, children, grandchildren and importantly, ageing parents. Indeed they are all the more meaningful when considered in tandem. We guide you to carefully consider, and spell out the terms for those you love, now and in the future.
Life is richer when coupled with learning. As one door inevitably closes, fulfilment is reliant upon seeking to open another. The desire to reinvent, to overcome challenges and master new skills, creates growth, new opportunities and prosperity that transcend material wealth. Learning is a lifelong quest that is personal, intellectual and spiritual. It brings social interaction and acceptance; promotes good health and mental dexterity; citizenship, resilience and adaptability. Learning is fundamental to prosperity.
For some, it will be philanthropy – financially supporting causes: education - a school foundation or university research program. For others, it will be about involvement: teaching, sharing, solving and implementing voluntarily. But for all, legacy is about giving in a meaningful manner the gifts of a fulfilled life. Built over time, your legacy is a work in progress. Articulated in your life plan and integrated within your financial plan.
“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.”
"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."
“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.”
“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.”
"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."
“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.”
“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.”
"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."
“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.”
"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."
“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.”
“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.”
"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."
“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.”
“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.”
"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."
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