Our Plan-Nurture-Achieve Approach.
We want you to sleep better and dream bigger.
Money stuff doesn't have to be complicated. Our approach keeps things simple and strategic - giving you clarity when you need it, direction that gets you excited, and a team that keeps your momentum rolling.
STEP 1: Quick Chat
A quick 15-minute, no pressure, casual chat. We'll talk about what's on your mind money-wise, and you can size us up to see if we're your kind of people.
STEP 2: Big Picture Workshop
Get ready for some whiteboarding! In this 90-minute session, we'll dig into what you want your money to do for you, look at what you've built so far, and sketch out some directions we could take with your wealth.
By the end, you'll see what's possible and know exactly what working with us looks like - including costs - so you can make the call on having us in your corner to help turn your solid financial foundation into real financial freedom.
STEP 3: Behind The Scenes
While you're getting on with life, we're crunching the numbers - analysing how everything fits together, evaluating different scenarios, spotting opportunities and exploring different ways to structure what you've built.
STEP 4: Strategy & Structure
Here's where possibilities become plans. We'll present you with your financial blueprint - clear, actionable and built for real life. We'll walk through different scenarios, lay out clear timelines, and turn those 'what if?' moments into 'here's how' clarity.
STEP 5: Action Time
No more talking about "someday" - this is where rubber meets road. We handle all the paperwork and technical stuff, coordinate with other experts when needed, and keep you in the loop without drowning you in details.
STEP 6: Your Financial Teammates
We're here to help you roll with the inevitable changes and curve balls life will throw your way. Scheduled catch-ups keep your plan fresh and working hard for you, team's just a phone call away when you need a quick money sense-check.
What to Expect from Scott Wealth.
Sharp minds, relaxed vibes
We're financial strategists who know our stuff but skip the formalities. Down-to-earth expertise meets meaningful discussions about your money - because wealth building is about more than numbers on a spreadsheet.
Real talk about real money
No fancy finance speak or mysterious money jargon here. We explain everything in actual human language, because your wealth is too important for guessing games.
A team that's got your back
Like that friend who always shows up to help you move house, we're here for the long haul. When markets wobble or life throws curveballs, we've got steady hands on the wheel.
Strategy that makes sense
We don't do complicated for complicated's sake. Every recommendation comes with clear reasoning and a "here's why this matters to you" explanation.
What we're definitely not.
Not yes-people
Sometimes the best advice is "maybe that's not the best idea." We'll always tell you straight - even if it's not what you want to hear.
Not set-and-forget advisers
Your life evolves, markets change, laws update. We stay on our toes so your money keeps working its hardest.
Not one-size-fits-all planners
Your neighbour's perfect strategy might be your financial headache. We build plans that fit your life, your goals, and yes, even your quirks.
Not investment gamblers
We don't chase hot tips or promise overnight riches. Real wealth building is a masterpiece, not a quick sketch.
Not boring
We definitely don't do stuffy boardroom meetings that put you to sleep. Because while we're serious about growing your wealth, we believe the bet financial decisions happen when you're relaxed, informed, and maybe even having a bit of fun.
Not work-with-anyone advisers
We only work with clients where we know we can move the needle. Life's too short for relationships that don't click, and your money's too important for advice that doesn't fit.