HOW WE DO IT
Understanding the financial planning process
OUR PLAN, NURTURE & ACHIEVE MODEL
Our Plan, Nurture and Achieve model is timeless and repeatable.
It evolves as your financial situation does, and makes our clients happy and gets results.
PLAN FOR TOMORROW
We understand that each and every client have individual circumstances and financial positions which is why we treat the initial planning stage with ultimate care. We will use this time to understand and set client goals and objectives prior to establishing a personal financial plan.
There is no one size fits all so it is our role to come up with a transparent, easy to understand plan for today, tomorrow and into the future. We will provide the information for our clients to make an informed decision prior to implementation stage, providing much comfort for a usually unknown process.
NURTURE YOUR FINANCIAL WEALTH
Things change, right? The most important part of our clients financial plan is the ongoing management and updating to reflect their current circumstances. At Scott Wealth 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.
ACHIEVE WITH US
Here is the exciting part, your success is our success and nothing makes us happier than seeing our clients achieve their goals. Through our transparency, trust and deep understanding of our clients position, combined with our close plan nurturing our clients are well on their way to achieving their goals.