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FINANCIAL PLANNING

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.
 

OUR SERVICES

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

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"To work as your financial partner, inspiring you to healthier financial outcomes and leading you to a more fulfilling lifestyle"

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Scott Wealth Pty Ltd is a Corporate Authorised Representative of Madison Financial Group Pty Ltd AFSL 246679 ABN  80 617 918 868

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