Get back in the driver’s seat of your financial life and gain the security and confidence you need to build your wealth.
Let’s flip the script on your relationship with money and turn it into something you’re excited to build and grow.
The roof over your head, the food on the table. That’s the essentials of life that get us through – Now it’s time to get to a place of comfort and security
Everyone’s vision of financial freedom is different; whether you want to holiday each year with the family, have regular cash flow, or doing the things you love without compromise.
Scout Private Wealth aims to achieve your vision of a great life.
Retirement might feel like a while off, or maybe you want to retire early. Setting your retirement up for success now means feeling confident without fear of running out of money.
Leaning on a financial adviser not only provides you with a soundboard and someone to go to for advice – it also allows you to change your money mindset and get ahead of your finances.
With learned experiences and those of our clients, we’ve seen it all – whether your situation is complex or simple, we embark on this journey with you to find a life free from stress.
When it comes to retirement, you might think it’s far or not so far away.
With Scout Private Wealth, you’ll discover how much you need saved, what your life costs look like, where the risks are, and where to invest.
We follow an evidenced based approach when it comes to investing on behalf of our clients.
Get to know the risks, the rewards, what to do with your savings, and what your investment structure will look like.
That’s the thing about life, you never know what’ll happen tomorrow.
Having a solid Plan B in place will give you peace of mind and understand exactly what happens to your family, finances and mortgage if something happens to you.
Let’s dive a little deeper into your Super. We’ll take a look at if your fund is right for you, what the fees are, your options, where to invest, and growing your fund to make it work for you.
Don’t be a slave to your debt – own it. Taking a look at your debt structure to assist with tax time, assessing your payment options, and looking at where you sit within a debt capacity will give you the tools to understand what’s next.
Wondering where all your money goes each month? Let’s get a handle on that.
Building your dream life starts with knowing your spending – let’s look at your balance between living for today and securing yourself tomorrow.
Tyler and Desiree approached Scout seeking guidance to align their financial strategies with their long-term life plans. They needed someone who could simplify complex financial concepts and help them secure a future where they could comfortably provide for their family and enjoy life to the fullest.
We like to keep it simple at Scout Private Wealth
Your finances and life are not mutually exclusive, it’s quite the opposite. We want to understand your relationship and outlook on money, what your life goals are, and even what your fears look like.
Knowing how your mindset works and if that aligns with your lifestyle goals is integral to having a strong launchpad for financial growth.
Before we really kick-off, we revisit the goals and values we looked over in the first meeting – ensuring all of your needs and goals are out on the table ready to go and present our high-level strategies that are specifically designed for your goals.
Now for the main event! We provide you with our formal advice and show the links between your goals, values and the quantifiable value that we will add across our journey together.
Showcasing our execution to the strategies, we provide a high-level overview and what these strategies mean for your life, as well as extremely detailed insights.
We get our team on the tools and work away at the implementation and execution of your strategies that will get us every step closer to your financial goals. We go out and do the ‘scouting’ for you.
At the core of our service, we prioritise regular progress appointments as a fundamental practice to safeguard your journey.
These sessions are pivotal in adapting your plan to align with life’s ever-evolving milestones, unexpected legislative shifts, and the natural progression of your personal ambitions.
By staying proactive and responsive, we ensure that your strategy remains robust and tailored to your unique journey, regardless of the twists and turns life may present.
See what our clients had to say about their experience with Scout Private Wealth
Pete has been a breathe of fresh air for our retirement strategy and very proactive with our investments.
I have had a long and very satisfying relationship with Peter in his role as my Financial Advisor, and thoroughly recommend him to family and friends as someone you can trust, and who not only understands your needs, but take the time to ensure that you fully understand and participate in your investment strategies and decision making processes.
The immediate response of Peter is the most impressive aspect of our short involvement with him. He clearly articulates the complex details of the strategy to be followed to reach one's goals. He's personable and seems to be a good listener and gears the approach to ones stated end game.
Pete is very efficient & helpful. He explains things well & his strategy gave me peace of mind for my financial future.
I have always found Peter to be friendly, professional, and approachable, and he rapidly responds to any queries in a helpful and competent manner. I have confidence in his advice, and would readily recommend him to others.
