Our aim is to help others achieve a secure financial future by protecting a family's income and lifestyle, helping to prepare for retirement or accumulating and managing wealth.
We achieve this in three ways; first, providing clarity by focusing on the things that are important and helping to identify key issues that affect those plans towards financial security.
Next, we provide insights based on my 15 years of knowledge and experience. With access to a range of specialists, together we can help support you with your decision making as we navigate life’s challenges.
Finally, we work in partnership with you. The plans we put in place will require adjustment overtime so by working together we help you to stay on track and achieve your goals.
We offer a 15-minute consult via https://www.zebratailoredwealth.com.au for you to see if our services will suit your needs.
We have used Scott as our financial adviser for many years. We have found his advice very helpful, to increase our superannuation balances, and assist with transition to retirement..
Scott has been my Financial Adviser for many years and he has guided me through my changing circumstances and the ever changing financial environment. Scott responds to requests for advice promptly and has always offered sound financial advice in accordance with my risk profile, age and financial situation. Through face to face meetings, phone calls and emails Scott has taken the time to ensure that I have a thorough understanding of his proposals and the reasons he would put forward to each suggestion. My understanding of financial planning has developed over the years thanks to Scott's thorough explanation of the financial plans that he has proposed. I would thoroughly recommend Scott to any potential client who values Honesty, integrity and clear communications from their financial planner.
Easy to communicate with confident that he will keep growing my super the last 6 years have been very good.
Scott has helped my husband & I manage a redundancy, minimise tax, advised on Superannuation funds; set up a few investments that are suited to us & our stage in life & is setting us on a good plan to retirement. When we were first looking for Financial planning help, we weren't sure where to start - Scott made us feel at ease & explained the impacts & details of each choice in a patient manner!
Over the past almost 10 years Scott has helped my husband and I to transition from full time working life to retirement. He has been attentive and respectful of our values and how they impact the financial goals we need for a secure retirement and ongoing support of our family and interests. We have come to know him well and trust his detailed and thoughtful advice.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Zebra Tailored WealthLevel 5, 7 Eden Park Dr
Macquarie Park, NSW 2113
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call