Scott Smith

I have always had a penchant for numbers - from memorising the statistics from basketball cards as a as a child, to studying every managed fund or stock research paper I could back in 1999 when I started in this industry.

I have been a qualified financial adviser since 2006, however I believe this job (and industry) is one where you must evolve and constantly educate yourself on the myriad of options and strategies available, in order provide timely and effective advice. I believe this thirst for knowledge is a great strength of mine and the team as a whole.

In choosing an adviser to assist in the handling of your financial affairs, I believe appropriate experience to be imperative. Working as an adviser through the “Global Financial Crisis” was an invaluable experience, and I am very proud of the way our team helped our clients through that very difficult period. 

I have a particular passion for the investment side of advising, such as constructing portfolios and conducting thorough research on various investment options and asset classes. I have had success in managing the investments of High-Net Worth individuals and families, however I also get great satisfaction in helping build wealth for people from all walks of life.

As a company, we are also great believers in the need to protect your wealth and/or the financial future of your family. We have witnessed family, friends and clients suffer from accident, illness and (unfortunately) death, and we hope to be able to assist by easing the financial burden during these highly stressful and testing times.