Scott Wealth Financial Advisers are here to help you achieve your lifestyle goals through our holistic Plan - Nurture - Achieve approach. From consolidating your super and structuring your investments through to personal insurance and estate planning, we believe our clients need to consider all aspects of their financial world to achieve their goals.
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Here's how we do it...!
The Plan – Nurture – Achieve process is one that upon success and revaluation can be done again and again, it's what makes our clients happy.
Each client has individual circumstances and financial positions so we treat the initial planning stage with ultimate care. We use this time to understand and set goals and objectives prior to establishing a personal financial plan. There is no one size fits all so it is our role to produce a clear, understandable plan for today and into the future. We provide the information for our clients to make an informed decision prior to the implementation, providing comfort and transparency for what can be an unknown process.
Things change, right? The most important part of our clients' financial plan is ongoing management and updates to reflect current circumstances. At Scott Glen we will nurture our clients through an ongoing review and plan management process which will ensure that our clients always have a plan that is right for them at that point in time. Whether it is a change of employment, a growing family, kids leaving home or government regulation changes, everyday life moves with it so we will ensure your financial plan does too.
Here is the exciting part.
Your success is our success and nothing makes us happier than seeing our clients achieving their goals and optimising their wealth potential. Through our transparency, trust and deep understanding of our clients position, combined with our close planning and nurturing model, our clients' will be well on their way to aligning their finances to the lifestyle they desire.