As someone who has a great pasison for what I do, I feel quality financial advice is imperiative for all Australians. Whether you are a young professional starting out or a seasoned veteran preparing for retirement, the value a great Adviser can offer can make all the difference to your financial world. My philosophy that cash flow and strategy are the most important aspect of financial planning and product is a small part of the solution ensures my clients are advised in their best interest.
Initial meeting complimentary. Statement of Advice fee is based on the time taken to construct the advice in conjunction with the value of the advice. Ongoing advice is a fixed $ fee, dependent on the level of service required for our clients
Myself and my wife engaged Troy and the team a few years ago to assist us with the setup of income and life protection as a base for future investment and family security. During the process Troy provided clear direction and advice which has put us in to deal with a recent accident.
Due to Troy's knowledge of the product/service he was providing we have been able to maintain our financial commitments during an extended unexpected break from working.
I would strongly recommend the team at Scott Wealth to all clients and we will certainly be using them into our future.
My wife and I were recommended to Troy by members of the Golf Club. We initially used his services to better utilise our managed funds into better areas. If we ever had any doubts or questions Troy and his team were easily able to provide help and advice. As we close in on retirement his ability to change our focus towards improving our superannuation has been outstanding. His ability to explain financial terms in simple terms is one of his great assets. We highly recommend Scott Wealth for all financial advice.
When I retired from work I thought it can't be that hard to work out what to do with my superannuation. I was wrong. Troy was referred to as by our accountant and we haven't looked back. He's knowledge and the ease that he explains everything you need to do and understand made it so much easier. Troy and his staff are available by phone or e mail and return your enquiry promptly. I have recommended and will continue to recommend Scott Wealth.
I highly recommend Troy and the entire Scott Wealth team! My husband and I needed to address our personal insurances as well as look at our superannuation. Troy was great to deal with and he made the entire process easy! He met with us several times, the communication was great, the service was extremely professional and the advice was solid. We are really happy with how he has set us up and Scott Wealth is now working with our adult children, which brings comfort and security also.
Troy provides excellent, detailed and thorough service. We have felt supported every step of the way in our financial decisions. Highly recommend!
- Adviser status Platinum
- Number of reviews 62
- First year providing advice 2010
- Years of experience 13
- Bachelor of Business
Scott WealthLevel 3, 230 Brunswick St
Fortitude Valley, QLD 4006
- 8:00am – 5:00pm Monday
- 8:00am – 5:00pm Tuesday – Thursday
- 8:00am – 1:00pm Friday
Madison Financial Group Pty Ltd