Who Are We? How Are We Different From Other Financial Planners?

Want to retire in comfort? We can help.

Need to make some smarter investments? We’ll give you the strategy.

Want to know all of your financial options? We can show you.

Finding a trustworthy financial advisor in Brisbane can seem like an overwhelming task, but with Scope Wealth Management you know what you’re getting into – upfront.

Our financial planners take the time to understand you and your personal financial position and offer you all the options. We give you what you need to make the best decision for your financial goals.

Craig Read: A Trustworthy Financial Advisor in Brisbane

Craig Read is Scope Wealth Management’s founder. He is what drives us to be different. With a focus on client’s goals and desires, he specialises in merging multiple complex financial plans into one single effective plan that is easy for clients to understand.

Being CFP® Certified since 1999, Craig’s personal approach to finance has allowed him to see many clients reach financial independence. His analytical and strategic thinking means Craig’s clients can rest easy knowing that their financial goals are going to be met.

A CFP® mark is the global symbol of excellence in financial planning. It is the highest achievement and means you can be sure the advice you’re getting from Craig is the very best in the industry.

Craig is also an associate member of the Self Managed Super Fund Association, giving him the insights, knowledge and expertise needed to help you set up and maintain your self managed fund.

Our founder, Craig Read is also a member of the Self Managed Super Fund Association, so you know you’ll be getting the best advice.

Craig’s areas of expertise include:

Get in touch with Craig to find out what his expertise can do for your financial freedom.

Our Process

When you work with Scope Wealth Management, you’ll know from the beginning exactly how we work and what we will provide you. This is our process:

Step 1: We build a relationship with you

Step 2:  Begin truly understanding your financial position

Step 3: Assess your finances and your individual goals

Step 4: Develop a financial plan specifically for you

Step 5: Implement the steps you want to take

Step 6: Continually review and improve your financial strategies to ensure they’re reaching your goals

Our Approach To Wealth Management

To get the most out of a financial planner, it’s crucial that you have access to professional, personal and simple solutions. That’s exactly what we offer.

Professional & Personal Service

At Scope Wealth Management, our clients are our focus. We work to build a relationship built on trust and transparency with everyone we work with. We take the time to understand your specific financial goals and give you clear and simple steps to get there.

No financial plan is the same, we tailor our financial advice to your situation. We want to take the time to get to know you, your financial position and your goals. That way, when we give you financial advice you will know that it is specific to your goals – so you can start living a life of financial freedom sooner.

Simple Solutions

Our solutions are designed to be easy to understand and easy to implement. We’re with you every step of the way, and will help you get to your goal. Whether it’s general wealth management, retirement planning strategies and investment advice – our solutions point out all of your options, while still being easy for you to understand, realistic and achievable.

Your finances don’t have to be overwhelming. With the Scope Wealth Management team behind you, we can help establish a long-term financial strategy that can actually be achieved. We’ll help you see the potential of your own finances.

Financial Freedom

We know that it’s not about tax, super or investments for you – it’s about financial freedom. That’s why we work closely with you to set clearly defined financial goals that help you live a life free from financial burden.

Our experience allows our team of financial planners to put you on the right track for wealth creation, tactical investments and retirement planning strategies (including income generation) to help get you where you want to be.

We take a step back, look at your financial life and give you a plan that helps every piece of the puzzle fit together.

Here’s What People Are Saying About Scope Wealth Management

I first handed over my financial planning to Craig Read in 2011. I was entering my forties and wanted to ensure I set myself up for a stable and comfortable retirement. Craig took the time to understand my retirement goals as well my existing investments and career aspirations. Craig has worked with me and my accountant to ensure my financial investments have been protected during recent world events and continues to provide growth strategies to ensure I enter retirement financially independent. Tanya

Book Your Free Consultation

No fee, no obligation. Let’s get to know each other and see how our financial planners can help you get one step closer to your financial dreams.

We service Brisbane, Gold Coast and Sunshine Coast. Appointments can be held either at our Milton office in Brisbane, or we are happy to travel to you.