I have always had a penchant for numbers - from memorising the statistics from basketball cards as a as a child, to studying every managed fund or stock research paper I could back in 1999 when I started in this industry.
I have been a qualified financial adviser since 2006, however I believe this job (and industry) is one where you must evolve and constantly educate yourself on the myriad of options and strategies available, in order provide timely and effective advice. I believe this thirst for knowledge is a great strength of mine and the team as a whole.
In choosing an adviser to assist in the handling of your financial affairs, I believe appropriate experience to be imperative. Working as an adviser through the “Global Financial Crisis” was an invaluable experience, and I am very proud of the way our team helped our clients through that very difficult period.
I have a particular passion for the investment side of advising, such as constructing portfolios and conducting thorough research on various investment options and asset classes. I have had success in managing the investments of High-Net Worth individuals and families, however I also get great satisfaction in helping build wealth for people from all walks of life.
As a company, we are also great believers in the need to protect your wealth and/or the financial future of your family. We have witnessed family, friends and clients suffer from accident, illness and (unfortunately) death, and we hope to be able to assist by easing the financial burden during these highly stressful and testing times.
We tailor the initial fee to your situation, and the level of work required. Similarly, if you choose to engage with us on an ongoing basis, your advice and service contract will be bespoke to you and your requirements.
Scott has always seen me on a regular basis to discuss matters in relation to my investments. He has looked after me for many years now, and I feel extremely confident in his ability to do the best in regard to my investments. I feel comfortable to sit and discuss matters with him, and have full confidence in his care and attention to my needs.
Scott has always given me just the right advice and answered all the questions that I asked to my satisfaction.Having retired, managing the monies that was from superannuation was very important. Also of importance was my savings that accrued over the working years. He always explained in detail of where they were being invested. I have every confidence in his ability to do the right thing.
I am extremely pleased with the advise and support and friendship from Scott and Smithwealth Staff. Thank you for your ongoing services.
We were clueless when trying to find a financial advisor, but will be forever grateful we found Smith Wealth! All staff were super helpful right from the call to enquire about their services, then went out of the way to ensure our needs were met and continue to do so. As a little growing family, we wanted to financially secure our future, and I feel like we have walked away with so much more. Thanks you to Scott and the team!!
Very satisfied with the handling of our investments. We are always kept informed of matters relating to new product and investment statergies
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2006
- Years of experience 17
- Fellow Chartered Financial Practitioner (FChFP)
Smith Wealth PartnersSuite 8, Ground Floor, 224 Balcatta Rd
Balcatta, WA 6021