From your initial financial planning session (Complimentary) through to the strategy, advice and implementation stages we ensure that achieving your goals is our number one priority. Using our Plan - Nurture - Achieve model, we believe that the ongoing advice is key to focusing on and realigning your financial and lifestyle goals
Strategy is key. From consideration of all asset classes (see our Investment Philosophy here), consolidating your superannuation and structuring your investments within through to SMSF advice, personal insurances and Estate Planning services, we believe our clients need to consider all aspects of their financial world to achieve financial prosperity.
With our experience and expertise, Scott Wealth will provide an initial consultation (on us!) to ensure we can add value to your position and then work towards the planning stages. Once a plan is in place, we pride ourselves on our ability to partner with and communicate to our clients, ensuring they stay focused and on track.
BENEFITS OF USING SCOTT WEALTH
We provide Holistic advice. We are not one dimensional and have experts covering all Financial planning needs
We charge fixed fees based on time and value and not % based fees
What you don’t know, you don’t know so we will consider all aspects of your financial world, more than likely covering off a number of things that most people do not think about prior to seeing us
It’s much more than product – we will help prioritise and set your financial goals, establish a strategy and implement all aspects of your plan savings you both time and money
READY TO START YOUR FINANCIAL JOURNEY?
Book your complimentary financial planning session now!