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    FINANCIAL PLANNING

    Scott Associates provides clients with financial planning and financial advice using several partner organisations. Each of our partner groups helps us to bring a financial perspective that will work most effectively for your individual needs.

    Financial planning professionals

    Scott Associates partner organisations are all qualified and licensed and members of the Financial Planning Association of Australia, They are committed to the industry code of ethics and professional conduct.
    They hold an Australian Financial Services (AFS) License issued by the Australian Securities and Investments Commission (ASIC).
    They follow a remuneration policy that makes clear at the outset what your fees will be and how they will be levied. We will make sure you understand and approve the fees before they are incurred.

    Five steps in developing your financial plan

    There are five key steps in developing your financial plan that are recognised across the industry:

    Identify your goals

    First we identify your short and long term financial goals to build a foundation for your financial plan. These may include saving for your first house, going on an overseas holiday, funding your children's education, having enough money to live comfortably after retiring, or estate planning.

    Assess your situation

    Once we know your goals we then determine your financial position, most importantly, your assets, liabilities, insurance coverage and investment or tax strategies.

    Prepare your plan

    We put together a plan that recommends strategies, products and services that matches your situation and goals.

    Implement the plan

    Once you have agreed to the plan we will help you to put it into action. The value of financial planning goes beyond simply managing your investments and expenditures it can help simplify your life and give you security.

    Review the plan

    As your circumstances, lifestyle and financial goals change it is important to continually review your financial plan to make sure it is relevant and achieving your objectives.

    You may also need to adapt to specific circumstances, such as starting a family, buying a house or managing an inheritance.

    Long-term security

    Working with Scott Associates in developing your financial plan will give you long-term security and piece of mind.

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