I help switched-on people turn their solid financial foundations into lasting security and real financial freedom.
Since starting in financial advice in 2011, I'm constantly fascinated that:
No two clients have the same story or financial puzzle.
People who look good financially on paper still worry they don't have enough.
With so much financial information bombarding people from everywhere, most end up feeling more overwhelmed than informed - drowning in options rather than seeing clear possibilities.
The nuances of each situation, the different goals, the family dynamics at play - solving problems and showing clients options they didn't know were possible has kept me genuinely excited about what I do.
There's nothing better than that moment when someone suddenly sees how a strategy could work for them.
Even better is watching those strategies play out - Whether that's helping their kids, traveling more, or finally taking that step back from work.
At Scott Wealth, we don't do complicated for complicated's sake. We keep things straightforward with clear reasoning and "here's why this matters to you" explanations.
We bring sharp minds and relaxed vibes to every conversation. With a Bachelor of Accounting, Advanced Diploma of Financial Planning and SMSF Accreditation, I am constantly learning, training, and developing to ensure that you will receive the most relevant and up-to-date information.
Down-to-earth expertise meets meaningful discussions about your money - because wealth building should involve more than just numbers on a spreadsheet.
๐ฅ๐ฒ๐ฎ๐ฑ๐ ๐ณ๐ผ๐ฟ ๐๐ผ๐๐ฟ ๐๐ฒ๐ฎ๐น๐๐ต ๐๐ผ ๐ฏ๐ฒ ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ๐ฑ ๐ฏ๐ฒ๐๐๐ฒ๐ฟ, ๐๐ผ๐ฟ๐ธ๐ถ๐ป๐ด ๐ต๐ฎ๐ฟ๐ฑ๐ฒ๐ฟ ๐ฎ๐ป๐ฑ ๐ฑ๐ผ๐ถ๐ป๐ด ๐บ๐ผ๐ฟ๐ฒ?
Book a 15-minute, no-pressure chat at scottwealth.com.au
Expertise
My fees
I offer a free initial consultation for potential new clients.
Initial meeting complimentary. Statement of Advice fee is based on the time taken to construct the advice in conjunction with the value of the advice. Ongoing advice is a fixed $ fee, dependent on the level of service required for our clients
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 25
- First year providing advice 2012
- Years of experience 14
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Highest qualification
- Bachelor of Accounting
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Language spoken
- English
Scott Wealth
Level 3, 230 Brunswick StFortitude Valley, QLD 4006
Opening hours
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 1:00pm Friday
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221