Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
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Reviews
Total number of reviews
Reviewer opinions
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 starsClare
46-55 years old"I have been in the PSS for a long time and had been meaning to get around to asking for some advice on my options as I head into my 50s. Scott had the answers to all of my questions and identified some issues I need to be paying attention to that I hadn't thought of. His explanations were clear and he had obviously prepared to be able to help me with my particular situation."
18 Feb 2021Amber
35-45 years old"Scott was great to work with! He easily understood all of our questions and made working on our financial planning a really smooth and enjoyable experience."
25 Jan 2021Sabine
56-65 years old"Scott gave me excellent advice on how to save for my retirement. Everything I needed to understand was patiently and very friendly explained to me. I’m very grateful. Thank you, Scott."
19 Jan 2021Stephen and Marilyn
65+ years old"We have recently placed our superannuation account with Scott, and Clare. We have been more than satisfied with the setting up of our new arrangements, and particularly the personal assistance and empathy provided to my wife in getting her familiar and confident in our future financial security. Scott and Clare have provided first class advice and their experience and knowledge, and high ethics, has been very evident at every step, We especially appreciated the long term outlooks and expectations they were able to provide. Personally, both are great to deal with - they have kind hearts and generous with their time toward us. We feel very blessed to be working with them."
14 Nov 2020Mathew
46-55 years old"We came to Scott via a recommendation from a good friend. Scott was patient, adaptable and comprehensive in his advice. Not once were we made to feel as though our questions or requests were stupid and Scott's calm demeanour put us instantly at ease. Scott's advice ranged beyond what we anticipated and essentially turned him into a one stop shop for all of our enquiries relating to Property investment, Superannuation, Insurance and a road forward for a medically retired customer. Scott comes across as very genuine and confident in his advice and it was a pleasure dealing with him."
16 Jul 2020Alex
46-55 years old"I have been taking Scott's advice for around 13-years. I find him ethical and have always felt that he is in synch with my perspective about the need to set one's life goals and then see how to structure one's income and assets to deliver those. In my most recent appointment I set out six questions I needed guidance to help answer and we got to the end in exactly the time allocated. "
03 Jun 2020Videos
My Expertise
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Aged Care
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Budgeting
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COVID-19 Financial Hardship
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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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Redundancy
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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
- 20 Years
- Highest qualification
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Certified Financial Planner (CFP)
- Industry Memberships
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2 total
- Address
- Level 9, Nishi Building 2 Phillip Law St
Canberra, ACT, 2601 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Money Mechanics
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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 (CFP) (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 Professional
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SMSF Specialist Advisor (SSA) (2006)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: SMSF Association (SMSFA)
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Bachelor of Commerce (Management Science) (2001)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of Canberra (UC)
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:
Associate
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
Clare
46-55 years old"I have been in the PSS for a long time and had been meaning to get around to asking for some advice on my options as I head into my 50s. Scott had the answers to all of my questions and identified some issues I need to be paying attention to that I hadn't thought of. His explanations were clear and he had obviously prepared to be able to help me with my particular situation."
18 Feb 2021Customer opinions
Amber
35-45 years old"Scott was great to work with! He easily understood all of our questions and made working on our financial planning a really smooth and enjoyable experience."
25 Jan 2021Customer opinions
Sabine
56-65 years old"Scott gave me excellent advice on how to save for my retirement. Everything I needed to understand was patiently and very friendly explained to me. I’m very grateful. Thank you, Scott."
19 Jan 2021Customer opinions
Stephen and Marilyn
65+ years old"We have recently placed our superannuation account with Scott, and Clare. We have been more than satisfied with the setting up of our new arrangements, and particularly the personal assistance and empathy provided to my wife in getting her familiar and confident in our future financial security. Scott and Clare have provided first class advice and their experience and knowledge, and high ethics, has been very evident at every step, We especially appreciated the long term outlooks and expectations they were able to provide. Personally, both are great to deal with - they have kind hearts and generous with their time toward us. We feel very blessed to be working with them."
14 Nov 2020Customer opinions
Mathew
46-55 years old"We came to Scott via a recommendation from a good friend. Scott was patient, adaptable and comprehensive in his advice. Not once were we made to feel as though our questions or requests were stupid and Scott's calm demeanour put us instantly at ease. Scott's advice ranged beyond what we anticipated and essentially turned him into a one stop shop for all of our enquiries relating to Property investment, Superannuation, Insurance and a road forward for a medically retired customer. Scott comes across as very genuine and confident in his advice and it was a pleasure dealing with him."
16 Jul 2020Customer opinions
Alex
46-55 years old"I have been taking Scott's advice for around 13-years. I find him ethical and have always felt that he is in synch with my perspective about the need to set one's life goals and then see how to structure one's income and assets to deliver those. In my most recent appointment I set out six questions I needed guidance to help answer and we got to the end in exactly the time allocated. "
03 Jun 2020Customer opinions
Tom
Under 35 years old"Scott has given me advice in areas including loan products, self managed super funds and managing debt. Scott was able to explain things to me in a clear way. HIGHLY RECOMMEND SCOTT as a first point of contact for all things Money! "
27 Nov 2019Customer opinions
Ian
56-65 years old"We found Scott to be very helpful from the initial phone call through to yesterday's excellent session in his office. We were seeking expert advice to confirm our proposed retirement strategies were sound. We left feeling highly confident of our financial future."
07 Aug 2019Customer opinions
Wendy
46-55 years old"I have been working with Scott for many years now and he has an ability to focus on our life goals and help us realise them. Scott has been able to explain complex issues so that we understand them. Scott is always available to provide advice and guidance. My husband and I totally trust Scott to look after our best interests. Scott is very personable and we have referred friends and family to him. I would have absolutely no reservations about recommending Scott to anyone who wants a trustworthy and honest financial adviser."
08 Jun 2019Customer opinions
Bryce
56-65 years old"Very pleased with first appointment - Scott presented as much more informed, responsive and trustworthy than other financial advisers encountered over the years. "
20 May 2019Customer opinions
Jessica
Under 35 years old"Scott has given my husband and I excellent advice over the last nine months in areas including income and budgeting, superannuation funds and managing investments. Having recently become an independent consultant operating internationally, there have been several challenges to navigate which he has helped seamlessly with. His technical expertise are broad reaching as are his networks. Scott was always able to explain matters to us in a clear way, making complex ideas accessible and never intimidating. His friendly manner makes all the difference. It has changed the way we manage our finances dramatically in a short time.""
30 Apr 2019Customer opinions
Liana
46-55 years old"Scott genuinely cares. This is what sets him apart from other financial advisors. He takes all of your circumstances, thorns and all, and gives you honest, possible alternatives that give you a number of scenarios for what will work best for your circumstance. I've already recommended him to a number of family and friends. Give him a call!"
11 Feb 2019Customer opinions
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
years old"Scott speaks in a manner easily understood by ordinary people. He provides prompt answers to enquiries and keeps us updated regularly. "
Scott's response
16 Jul 2015
Customer opinions
Lynda
years old"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"
Scott's response
16 Jul 2015
Customer 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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