5 /5 gonni bruekers: Scott came highly recommended to me some years ago, and I am deeply appreciative of his expertise, professionalism and personal approach to my individual finances. I highly recommend him as a sound financial adviser.
I’m interstate, and Scott has always been readily accessible to me, easy to get in touch with and answers all queries promptly and courteously. I enjoy our financial catchups (personal when he is in the state, zoom if it is urgent), and occasional advisory interactions as needed. He has a warm, friendly manner and from our first discussion I felt he was listening in a non-judgemental way to my goals, concerns and financial limitations, and that I was a clear partner to the decision-making.
Scott developed a personalised plan for my specific situation that has worked very well, and we revisit this regularly, as well as adjusting it as my requirements change. His knowledge in investing, superannuation, and approaches to retirement have helped me with financial decision making, and his explanations are detailed, as well as in easy-to-understand language.
Fees are transparent, subsidised by the continuing growth of my portfolio, and well worth the stability and security his advice provides me.