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About me
Welcome to Money Mechanics. Thanks for stopping by to find out more about our business and our values based financial planning approach. We work in the areas of self managed superannuation, public sector superannuation, wealth creation, salary sacrifice, redundancy, estate and risk management planning. Our values based approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. We are a fee for service business who do not receive ongoing or upfront commissions on investment products to provide a transparent service offering for our clients.
Authored by me:
Reviews
4.9
out of 5 starsStephen
65+ years old"Both my wife and I wanted a clear strategic financial overview to guide our plans for superannuation, property purchase and dealing with inheritances, combined with clarity about future financial options. I found Scott extremely helpful - I even understand the latest superannuation changes now!"
23 Dec 2018Carla
35-45 years old"We consider Scott our go-to resource before we make major financial decisions. He listens closely to our questions and applies his expertise in giving sensible, easy to understand advice. We are confident in applying his advice to our decision making. He is also very personable and a pleasure to deal with. We highly recommend Scott to our friends and family."
26 Oct 2018Tait
46-55 years old"Scott has given me advice on setting up a Self Managed Super Fund including purchasing property and developing an investment strategy. Scot spent many hours explaining the ins and outs of the fund, simplifying complex structures, and ultimately guided us through the entire process. Scott genuinely cares and goes above and beyond in making sure the solution is right for what I need. "
30 Aug 2018Rod
46-55 years old"Scott is excellent, very responsive and professional. Makes everything EASY!"
02 Aug 2018David
46-55 years old"Very personable. He treated us as individuals. He was very down-to-earth and gave us clear explanations. He saw immediate potential for improvement in our situation and gave us some tangible actions at the meeting and in the follow-up. I really appreciated that he is not judgemental of our situation or values etc."
11 May 2018Connie
56-65 years old"Scott is very professional in service and advising clients. He listens to the client and answers queries in a comprehensive and precise manner. Would highly recommend him."
11 Apr 2018Videos
My Expertise
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Aged Care
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Budgeting
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 18 Years
- Highest qualification
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Certified Financial Planner
- Industry Memberships
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2 total
- Address
- Nishi Building 9 2 Phillip Law Street
Canberra, ACT, 2601 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Money Mechanics Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
INFOCUS SECURITIES AUSTRALIA PTY LTD
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Licensee owned by
Infocus
My Qualifications
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Certified Financial Planner (2013)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
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Advanced Diploma of Financial Services (Financial Planning) (2007)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan
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SMSF Specialist Advisor (SSA) Accreditation (2006)
Level of Qualification: Training
Institution: SMSF Association
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Bachelor of Commerce in Management Sciences (2001)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of Canberra
My Memberships
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SMSF Association (SMSF)
Level of Membership:
SMSF Specialist Advisor
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Financial Planning Association (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- starting from $450
- Ongoing Advice
- starting from $1750
- Details
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We offer clients an exploration coffee and chat if you would like to discuss your requirements. No advice is providing during this session. We work with clients for one off coaching and advice work as well as ongoing advice with fixed fee retainer agreements.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Stephen
65+ years old"Both my wife and I wanted a clear strategic financial overview to guide our plans for superannuation, property purchase and dealing with inheritances, combined with clarity about future financial options. I found Scott extremely helpful - I even understand the latest superannuation changes now!"
23 Dec 2018Customer opinions
Carla
35-45 years old"We consider Scott our go-to resource before we make major financial decisions. He listens closely to our questions and applies his expertise in giving sensible, easy to understand advice. We are confident in applying his advice to our decision making. He is also very personable and a pleasure to deal with. We highly recommend Scott to our friends and family."
26 Oct 2018Customer opinions
Tait
46-55 years old"Scott has given me advice on setting up a Self Managed Super Fund including purchasing property and developing an investment strategy. Scot spent many hours explaining the ins and outs of the fund, simplifying complex structures, and ultimately guided us through the entire process. Scott genuinely cares and goes above and beyond in making sure the solution is right for what I need. "
30 Aug 2018Customer opinions
Rod
46-55 years old"Scott is excellent, very responsive and professional. Makes everything EASY!"
02 Aug 2018Customer opinions
David
46-55 years old"Very personable. He treated us as individuals. He was very down-to-earth and gave us clear explanations. He saw immediate potential for improvement in our situation and gave us some tangible actions at the meeting and in the follow-up. I really appreciated that he is not judgemental of our situation or values etc."
11 May 2018Customer opinions
Connie
56-65 years old"Scott is very professional in service and advising clients. He listens to the client and answers queries in a comprehensive and precise manner. Would highly recommend him."
11 Apr 2018Customer opinions
Elizabeth
46-55 years old"Professional and friendly, good service."
05 Apr 2018Customer opinions
carmel
56-65 years old"Scott was extremely friendly and helpful. His advice was very reassuring during a time of great potential change to my working life and impending retirement. I greatly valued the knowledge and expertise he offered on our first meeting and will certainly return for further advice regarding retirement planning. Scott came highly recommended and I'd certainly recommend him highly to anyone seeking financial advice and money management. "
08 Mar 2018Customer opinions
Jane
46-55 years old"Scott is friendly, knowledgeable and, most importantly for me, gives real world advice. He's the exact opposite of the cliched 'finance guy' - he's understanding, empowering and encouraging and has helped me understand money, take control of what i have and try to grow it in a way that works with the sort of person I am. He takes a very holistic approach to finance management. He's fantastic."
23 Feb 2018Customer opinions
Kathryn
35-45 years old"Fabulous, empathetic and extremely well informed. Scott is the perfect person to help you make stressful decisions but simplifying the process of understanding your options and how each would pan out if chosen. Can't recommend him highly enough. "
15 Feb 2018Customer opinions
Diane
65+ years old"I find Scott's help very clear and informative. He looks at every possibility and gives a very clear and understanderble explanation of all aspects of the process."
05 Feb 2018Customer opinions
Jason
35-45 years old"Scott is very knowledgable and helpful. He does a very good job explaining things that may be hard to understand for less savvy or financially inclined people. He is very easy to talk to and is very understanding and relatable."
25 Nov 2017Customer opinions
Robyn
56-65 years old"Scott's personal style helps me focus on what I most want for the coming years and how I can make that happen."
14 Nov 2017Customer opinions
Jane
46-55 years old"Scott is an excellent adviser - knowledgeable, personable and genuinely committed to doing his best fit the client. Would recommend him to others. "
08 Nov 2017Customer opinions
Nicholas
Under 35 years old"Good adviser - would recommend! Provides useful information in an accessible way. "
04 Nov 2017Customer opinions
Caroline
35-45 years old"Scott was exceptional to deal with. His advice was accurate and timely and he was able to work with areas where i had detailed information and areas that my information was very high level. Friendly, professional and trusted, I would have no hesitation recommending Scott."
01 Sep 2017Customer opinions
Jane
56-65 years old"Friendly, professional advice. I consider myself to be somewhat financially naive but Scott made it clear that no question was inappropriate and I was encouraged to be an active participant in the session. Scott definitely set a very comfortable environment."
31 Jul 2017Customer opinions
Mark
56-65 years old"10 out 10 advice in terms of clarity, vision, direction and satisfaction. "
22 Jun 2017Customer opinions
Louise
35-45 years old"Scott understood well where i was in life, what my goals were and how to best plan for my future. he explained things in a way that was easy for me to understand, and i walked away feeling confident understanding the position i'm in ,where i want to go, and what i need to do. "
05 Mar 2017Customer opinions
Robert
46-55 years old"Scott is very professional and always provides us with options to suit our financial situation. His thorough understanding of the defined benefits super schemes is an advantage and reassuring. Scott always follows up consultations in writing detailing the discussion, summary and outcome. Robert 2615"
30 Jan 2017Customer opinions
s
46-55 years old"Professional, clear advice."
24 Jan 2017Customer opinions
Stuart
46-55 years old"I would highly recommend Scott to anyone looking for a financial advisor."
12 Dec 2016Customer opinions
Glenn
46-55 years old"Scott's financial knowledge, enthusiasm, listening skills, product and general life knowledge provided us with a reassurance that he 'knows his stuff' - he listened to us and we felt heard."
22 Nov 2016Customer opinions
Elly
35-45 years old"Scott and I covered a lot of ground in our 90 minute session. We discussed many different scenarios, topics, angles and strategies - and the summary that he provided to me post meeting was incredibly well structured and detailed without being overwhelming. I also appreciated his focus on client self-education as he provided a number of external company links and tools for me to explore and learn more on my own. "
03 Nov 2016Customer opinions
Cherry
65+ years old"I was well prepared for this visit, thanks to the information received by Scott prior to the meeting. I came away from the meeting with all my questions answered and a solid strategy which I have started implementing. Scott welcomed any questions I might have after I have had time to sift through the information given. I can't fault that for value plus service. I consider this money well spent. "
26 Oct 2016Customer opinions
Andrew
56-65 years old"Clear and friendly understanding of my requirements and circumstances"
05 Jul 2016Customer opinions
Timothy
46-55 years old"I found Scott very good to deal with. He was able to target information to my particular needs. He also explained options in a very clear and easily understood way."
02 May 2016Customer opinions
D
46-55 years old"Scott was professional, responsive, and provided comprehensive and well explained advice."
12 Apr 2016Customer opinions
Mark
35-45 years old"We appreciated Scott's candid approach and focus on our objectives which resulted in really helpful advice. "
10 Apr 2016Customer opinions
Elizabeth
35-45 years old"Very happy with Scott-great advice"
17 Mar 2016Customer opinions
Melanie
46-55 years old"Scott can explain complex issues in terms everyone can understand, and with a great sense of personal engagement and understanding."
21 Dec 2015Customer opinions
Matt
35-45 years old"I am happy to recommend Scott to my friends and colleagues His considered approach and advice has helped me cut six years off time to my retirement, and will continue to do so with our current investment strategy."
07 Dec 2015Customer opinions
Libby
46-55 years old"Scott always makes me feel like a valued client. His approach is friendly yet still highly professional and he explains things in easy to understand language."
03 Dec 2015Customer opinions
Sue
56-65 years old"Scott communicated very well with us. We started off having little understanding and Scott very patiently went over the details of our situation until we did understand and could contribute to our own decision making. His manner was very supportive and no question was a stupid question. We appreciated the effort Scott went to to understand our situation which was quite complex. "
01 Dec 2015Customer opinions
George
35-45 years old"Scott is an exceptional individual who instills absolute confidence within his clients in their financial goals and desires. Scott provides clarity to situations that can be easily overwhelming as well as professional support to see through the financial fog you may find yourself in. I highly recommend Scott as a financial asset to any individual whether it's retirement, investments or simply budgeting to reach a desired goal. Scott is a champion in his feild."
26 Oct 2015Customer opinions
Jutta
46-55 years oldN/A
14 Oct 2015Customer opinions
Mick
35-45 years old"Outstanding. Scotty listened carefully to our financial goals and planning approach. His expert advice not only took our planning to the next level, but also provided us with assurance and confidence where we needed it."
01 Oct 2015Customer opinions
Jamie
35-45 years old"Excellent adviser - was extremely knowledgeable about Commonwealth Government defined benefit schemes and how to maximise their value. "
30 Sep 2015Customer opinions
Jane
46-55 years oldN/A
22 Sep 2015Customer opinions
Brenda
56-65 years old"Great easy to understand advice!"
17 Sep 2015Customer opinions
Rosie
Under 35 years oldN/A
06 Sep 2015Customer opinions
Catherine
46-55 years old"Scott was very knowable and spoke to my husband and I in terms that we totally understood. We did not at any time feel that Scott was not focussed on our situation. We left the meeting with a positive attitude and had a complete understanding of what was being discussed."
28 Jul 2015Customer opinions
Jason
35-45 years old"Scott is straight up, on it, and solutions focused. Exactly the type of advisor we need. I happily recommend him to people seeking financial advice. "
27 Jul 2015Customer opinions
Ian
N/A"Scott speaks in a manner easily understood by ordinary people. He provides prompt answers to enquiries and keeps us updated regularly. "
12 Jul 2015Customer opinions
Lynda
N/A"I have been Scott's client for over 10 years. He has always given his best and I highly recommend him to anyone looking for a caring, honest, highly knowledgeable, reliable and professional advisor. Lynda 2607"
12 Jul 2015Customer opinions
Sharon
46-55 years old"Scott has been my advisor for about 5 years. He explains everything in a way that I can fully comprehend the strategies we agree on for my portfolio, he is respectful of my needs and life goals, he always responds to my requests in a timely manner. I travel a lot and live interstate from Scott's office and we have always managed a successful advisory relationship via phone and email with few face to face appointments.I would highly recommend Scott for his service and advice. "
15 Apr 2015Customer opinions
Jenny
46-55 years old"Scott has been great! Easy to deal with and available whenever we need advice. Highly recommend Scott as an advisor."
15 Apr 2015Customer opinions
Emily
Under 35 years old"Scott has been amazing to work with. He empowers us to understand, control and improve our finances - he helps make things accessible and not at all daunting. "
31 Mar 2015Customer opinions
Simon
35-45 years oldN/A
31 Mar 2015Customer opinions
Eric
35-45 years oldN/A
15 Oct 2014Customer opinions
Bronwyn
35-45 years oldN/A
15 Oct 2014Customer opinions
Jon
65+ years oldN/A
15 Oct 2014Customer opinions
Rachel
35-45 years old"I have recommended Scott to so many friends and colleagues because he is the only advisor I have ever met that explains financial jargon in plain English and takes a holistic approach to advising taking in to account my current and future personal and professional plans in to consideration so never tries to convince me of anything I don't need. The many people I know who have also seen Scott say exactly the same thing. "
15 Oct 2014Customer opinions
Bricet
46-55 years old"Scott is personable, knowledgeable, and interested in his clients. Scott asks us about our life goals, advises us about how to meet them, and explains financial matters well and in detail. He is very patient in explaining things as often as we need it, so we understand them fully. "
15 Oct 2014Customer opinions
Jane
56-65 years oldN/A
15 Oct 2014Customer opinions
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