Scott O'Donnell

Contego Financial Solutions

Gold
13 Yrs Experience
Southport, QLD 4215

Full financial planning business with a minimum of BS. We can provide assistance on helping you reach retirement with enough funds to enjoy it plus provide guidance so that your money lasts as long as possible - which is hopefully longer than you.

In addition to above, which is the sexy part of financial planning, we can work with you to protect you and your family should something happen to you and you can't work through implementing an insurance plan that suits your personal situation. Lastly but definitely not least budgeting advice can be provided to the clients that need assistance in this area -- though this is done with a focus that we only live once and it is to be enjoyed given we don't know what is coming next.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial meeting is done at no cost to you with second and subsequent meetings proceeding once an agreed upon fee structure is determined. Insurance advice may be provided on a fee only basis or a combination of fees and commissions depending upon what suits your specific situation.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Contego Financial Solutions

3 Kuranga Ave
Southport, QLD 4215

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Crown Wealth Group

AFSL 494274