Josh Scipione

Bentleys New South Wales

Platinum

11 Yrs Experience

Sydney, NSW 2000

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I'm a relationship-focused adviser, assisting my clients achieve their desired lifestyle through strategic financial management. My aim with my clients is always the same, that is, to place them in a position to make an informed decsion. It's always their decsion. I'm just simply looking to provide constructive input.

I'm a qualified Financial Adviser, holding a Bachelor of Commerce and an Advanced Diploma in Financial Planning.

When not in the office, you'll likely find me supporting my beloved Carlton FC or on the golf course!

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Financial Hardship
Redundancy
Aged Care
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Fee for service practice. Initial meeting is fee free with no obligation. Flat dollar fee for initial advice document. Fee will vary depending on the nature of advice sort. Fee is payable regardless of whether or not you proceed with the implementation of my recommendations. Ongoing review service fee based on the service package you engage us on.

5.00 September 2020

I had returned from a long period overseas outside of the existing superannuation system and nearing retirement age. Josh was integral in setting up a system which allowed me to create a viable super fund and turned my financial security situation around. I am extremely grateful. He made something I feared easy and I would usually look forward to catching up. He is efficient, organized and relaxed in his demeanour which made things very smooth for me. Andrew

4.75 April 2020

Joshua is very personable and responsive to our questions and needs. He has taken the time to understand our requirements and provides guidance and advice based on where we are in our lives. Joshua can usually explain things to us in a clear and concise way and where there are matters he is unsure of, he researches them and gets back to us promptly. I would have no hesitation recommend Joshua to others and trust him to provide the advice we need.

5.00 April 2020

Joshua has given me advice in all leading up to my retirement, tax effective superannuation strategies including our Self Managed Super Funds and managing debt. Joshua is always able to explain things to me in a clear way. Through his knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Joshua's full care and attention when I needed it.'

4.75 March 2020

Joshua had guided me through all aspects of my financial wellbeing and most recently my transition to full time retirement. He is always only an email of phone call away if I have any queries. I have the utmost confidence that he, together with the team of area experts employed, can provide advice pertinent to my needs.

5.00 February 2020

Josh is a likable lad. He and I enjoy a good relationship. Josh has provided me with advice in areas including superannuation and retirement planning. Josh and his team manage my investment portfolio via their Portfolio Administration System which has achieved great results as I am able to live off the income generated and maintain my capital. I am very happy with the advice provided by Josh and his team over many years and would have no trouble recommending them to others.