Philosophy
“Financial planning doesn’t need to be daunting. With the right support and advice, you can make confident decisions and enjoy peace of mind. Let’s uncomplicate the money so you can focus on what matters.”

With over 7 years of experience in the financial advice industry, and a diverse career in public-facing roles before that Scott brings energy, empathy, and clarity to every client interaction. He was a finalist for the 2023 FAAA Gen Next Rising Star of the Year committed to helping people move their financial plans from the too-hard basket into the sorted pile.
In 2023, Scott was honoured with the FAAA Rising Star Award, recognising excellence, integrity, and emerging leadership within the financial advice profession. We remain deeply grateful for this acknowledgement and continue to approach our work with humility, constantly investing in education and expanding our expertise to better serve our clients.

“Financial planning doesn’t need to be daunting. With the right support and advice, you can make confident decisions and enjoy peace of mind. Let’s uncomplicate the money so you can focus on what matters.”