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Scott Malcolm

 Scott Malcolm

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Level 9, 1 Phillip Law Street Nishi New Action
Canberra City
ACT
2601
AU

Overview CONTACT THE ADVISER

Scott Malcolm Scott Malcolm

total Reviews

43

Experience

16yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction
Welcome to moneymechanics. 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.

Company:

Money Mechanics
Money Mechanics

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 advisers 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 HERE

Licensee Owned By:

Infocus
Infocus
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $450
  • Ongoing Advice starting from $1750

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.

Latest Customer Reviews (3 of 43 total)See all

"Scott's personal style helps me focus on what I most want for the coming years and how I can make that happen."

Robyn, 56-65 14 Nov 2017

"Scott is an excellent adviser - knowledgeable, personable and genuinely committed to doing his best fit the client. Would recommend him to others. "

Jane , 46-55 8 Nov 2017

"Good adviser - would recommend! Provides useful information in an accessible way. "

Nicholas, Under 35 4 Nov 2017

History & Qualifications CONTACT THE ADVISER

My membership

SMSF Association (SMSF)

Awards
  • No award found
Years of experience
  • 16 years total experience

My Videos CONTACT THE ADVISER

Welcome to Money Mechanics

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Nishi New Action
Level 9, 1 Phillip Law Street, Canberra City
ACT 2601 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Other address

101 Collins
Level 27, 101 Collins Street, Melbourne
VIC 3000 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 43 Total Reviews
Robyn, 56-6514 Nov 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Scott's personal style helps me focus on what I most want for the coming years and how I can make that happen."

Jane , 46-5508 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Scott is an excellent adviser - knowledgeable, personable and genuinely committed to doing his best fit the client. Would recommend him to others. "

Nicholas, Under 3504 Nov 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
50%
- Recommendation
75%

"Good adviser - would recommend! Provides useful information in an accessible way. "

Caroline , 35-4501 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Jane, 56-6531 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Mark, 56-6522 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"10 out 10 advice in terms of clarity, vision, direction and satisfaction. "

Louise, 35-4505 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Robert, 46-5530 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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"

s, 46-5524 Jan 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Professional, clear advice."

Stuart , 46-5512 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would highly recommend Scott to anyone looking for a financial advisor."

Glenn, 46-5522 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Elly, 35-4503 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Cherry, 65+26 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Andrew, 56-6505 Jul 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Clear and friendly understanding of my requirements and circumstances"

Timothy , 46-5502 May 2016
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"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."

D, 46-5512 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Scott was professional, responsive, and provided comprehensive and well explained advice."

Mark, 35-4510 Apr 2016
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"We appreciated Scott's candid approach and focus on our objectives which resulted in really helpful advice. "

Elizabeth, 35-4517 Mar 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with Scott-great advice"

Melanie, 46-5521 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Scott can explain complex issues in terms everyone can understand, and with a great sense of personal engagement and understanding."

Matt, 35-4507 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

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Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

Align Financial Pty Ltd
CHARTER FINANCIAL PLANNING LIMITED

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
21
Customers

#2
Building Super
STRENGTH
20
Customers

#3
Savings Investment
STRENGTH
17
Customers

#4
Tax Effective Strategies
STRENGTH
12
Customers

#5
Household Budgeting
STRENGTH
10
Customers

x

Overall rating

100%

Scott Malcolm

Company: Money Mechanics

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Scott Malcolm is a member of and in what capacity, the licensee or company of Scott Malcolm and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Scott Malcolm (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 100%