A key to wealth management is making tactical investment choices that will get you real results. That’s why our team of financial planners focus on designing a custom investment strategy, just for you.
Whether it’s the Australian or international stock market, property, or other investment opportunities, our financial advisor will assess the risk, understand the market and give you the best advice based on your financial goals.
The key to our advice? It’s tactical. We’ll give you a concrete plan to set you on the way to achieving your financial dreams.
Retirement Planning & Strategies
Whether you’re 20 years or 5 years away from retirement, there’s never a better time to start preparing than now. We know you want to live comfortably once you’re retired – you’ve spent your life earning that privilege. That’s why our financial planners make sure your objectives are clearly documented and, more importantly, achievable.
You’ve spent your life working hard for the moment you retire. Our financial advisor will give you the peace of mind knowing that when you get to that stage, you can live the life you always wanted.
We know you want to be able to enjoy your financial freedom when you need to. That’s why you need to have a correctly managed superannuation fund. Whether it’s an industry fund, a retail fund or a self-managed super fund – our knowledgeable financial planners help ensure you’re maximising your investment’s potential.
Our Brisbane-based financial planners take the complexity out of superannuation so you can focus on enjoying the lifestyle you’ve worked for. Our founder, Craig Read is also an associate member of the Self Managed Super Fund Association, so you know you’ll be getting reliable advice.
At Scope Wealth Management we simplify complex superannuation and tax implications to ensure you have all the information you need to make the best decisions – upfront.
Life Insurance & Income Protection
Sometimes, life happens. From accidents and illnesses, there are a number of life uncertainties that you need to be prepared for. When something unexpected happens, life insurance and income protection will give you the peace of mind that your family’s lifestyle will remain untouched.
Our financial planners believe that having the right amount of cover for you and your family is an integral part of any financial plan. We work to reduce your out of pocket expenses, while maintaining the quality of life you’ve come to love.
Wills & Estate Planning
Death is an unfortunate certainty of life, but that doesn’t mean you can’t be prepared. For many families, legal disputes are all too common after a family death. Estate planning works to stop that.
By documenting and planning your wishes, estate planning will ensure your assets are distributed in your set way without the worry of legal battles. Our financial planners can help you create a legally-binding and effective estate plan and will.