Scott Jackson

G'day! As your trusted financial planner, my goal is to help you navigate the complex world of personal finance and achieve your unique financial objectives. With a warm and engaging approach, I aim to build a strong relationship with you, understanding your needs, aspirations, and concerns.

My comprehensive financial planning services include:

1. Retirement planning: I will work with you to develop a personalised retirement plan, ensuring that you have the resources and strategies in place to enjoy a comfortable retirement lifestyle[4][5][8].

2. Investment management: By carefully assessing your risk tolerance and financial goals, I will create a diversified investment portfolio tailored to your specific needs, helping you grow and protect your wealth over time[4][5][8].

3. Insurance advice: I will review your current insurance coverage and provide expert recommendations on life, total and permanent disability (TPD), and income protection (IP) insurance to safeguard your financial well-being and that of your loved ones[4][5][8].

4. Superannuation review: I will analyse your existing superannuation arrangements and explore options to optimise your retirement savings, ensuring that you are making the most of the available opportunities[4][5][8].

Throughout our relationship, I will maintain open and transparent communication, providing you with regular updates and adjusting your financial plan as your circumstances change. My aim is to empower you with the knowledge and confidence to make informed financial decisions, while offering ongoing support and guidance[4][5][8].

As a client, you will benefit from my extensive experience, expertise, and commitment to delivering personalised, unbiased advice. I understand that entrusting someone with your financial future is a significant decision, and I am dedicated to earning and maintaining your trust through exceptional service and results[4][5][8].

If you're keen to learn more about how I can help you build a brighter financial future, check out the Wealthlab podcast I co-host with my mate Phil Sproule[1][2][3][5][6][8]. We dive deep into the principles of building wealth and unlocking your financial potential, all while having a laugh and sharing real-life stories[1][2][3][5][6][8].

So if you're ready to take control of your financial future and work with a caring, knowledgeable professional who puts your interests first, I'd be honoured to be your financial planner. Together, we can create a roadmap to help you achieve your financial dreams and secure a brighter tomorrow[4][5][8].

Citations:

[1] https://www.listennotes.com/podcasts/wealthlab-podcast-wealthlabau-EgTVGmByx_4/

[2] https://wealthlab.com.au/listen/

[6] https://www.youtube.com/channel/UCaeXD7ZNQGSomDriUr4Eqjg

[7] https://www.youtube.com/watch?v=QAxMMVvXDxw

[8] https://podcasters.spotify.com/pod/show/wealthlab/episodes/4-questions-to-ask-BEFORE-you-retire----The-Wealthlab-Professional-Series-e1v7pmg