Scott Wealth Financial Advisers
About the Business
Welcome to Scott Wealth Financial Advisers, located at 230 Brunswick Street in Fortitude Valley, Australia. As an establishment in the finance industry, we are dedicated to helping you achieve your lifestyle goals through our holistic Plan - Nurture - Achieve approach.
At Scott Wealth, we understand that understanding you and your financial goals is crucial to achieving successful outcomes. That's why we take the time to get to know each client and their individual circumstances and financial positions. We believe that there is no one size fits all approach, so we tailor our services to produce a clear, understandable plan for today and into the future.
As part of Australia's Professional Financial Planning network - The Financial Planning Association, we are committed to providing our clients with the highest level of expertise and professionalism. Our Plan - Nurture - Achieve process is designed to be repeated and reevaluated, ensuring that our clients always have a plan that is right for them at any given point in time.
We understand that life is constantly changing, and so are your financial needs. That's why ongoing management and updates are an essential part of our clients' financial plans. Whether it's a change of employment, a growing family, kids leaving home, or government regulation changes, we will ensure that your financial plan adapts to your current circumstances.
Your success is our success, and nothing brings us more joy than seeing our clients achieve their goals and optimize their wealth potential. Through our transparency, trust, and deep understanding of our clients' positions, combined with our close planning and nurturing model, we will help you align your finances with the lifestyle you desire.
Don't just take our word for it. Here's what one of our clients had to say: "Troy and Scott Wealth have given me advice in areas including Loan Products, Superannuation, and managing debt. Troy was always able to explain things to me in a clear and thorough way. Through Troy's knowledge and experience, I feel exceptionally confident that the advice given was right for my needs. I always receive Troy's full care and attention when I need it."
Partner with us to provide structure, clarity, and inspiration in your financial journey, allowing you more time for a fulfilling life. Visit us at Level 3, Transport House, 230 Brunswick Street, Fortitude Valley Q 4006.
Scott Wealth Pty Ltd is a Corporate Authorised Representative of Madison Financial Group Pty Ltd AFSL 246679 ABN 80 617 918 868.
Photos
Location & Phone number
230 Brunswick Street, Fortitude Valley, Queensland 4006, Australia
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I worked with Ben and Jessica at Scott Wealth on our personal insurances. They were both absolutely fantastic. Ben was very professional, easy to get along with and provided clear and easy to understand advice. Jessica provided us with regular updates throughout the whole process which put us at ease. I would highly recommend Scott Wealth Financial Advisers and I am really looking forward to working with them again. Thank you!"
"From the very beginning we felt very comfortable with Ben and the advice he has given us. He listed to our goals for the next 5 years and has come up with a very workable plan to achieve those goals. We know he will be with us for the journey and available to answer any question or advise us if anything changes. We thoroughly recommend Ben and Scott Wealth if you need good honest financial advice and a plan - Mark and Diane"
"We have been dealing with Ben at Scott Wealth. Ben is very knowledgeable and has been very helpful for us in terms of planning our financial retirement future. I am sure the outcome for us is so much better than if we tried to do it ourselves. I would certainly recommend Ben to anyone looking for financial planning advice."
"Troy was recommended to us by our accountant when i retired and we have not looked back. The knowledge and ease of explaining the process of transitioning to retirement made us feel comfortable dealing with Troy and Scott Wealth. We have recommended Scott Wealth and will continue to do so into the future."
"I highly recommend Troy and the entire Scott Wealth team!! My husband and I needed to address our personal insurances as well as look at our superannuation. Troy and his team were great to deal with and they made the entire process easy! We met with Troy several times and the communication was great, the service was extremely professional and the advice was solid. We are really happy with how he has set us up and Scott Wealth is now working with our adult children, which brings comfort and security also."
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