Financial Matters: The Scope Wealth Management Blog

With market changes, legislative updates and political shifts – financial advice is constantly changing. That’s why we’re working to keep you informed.

Our blog will keep you up-to-date on topics like setting up a self managed super fund, retirement planning strategies and other impacts on your investments.

Have a topic you’d like us to cover? Get in touch.

Financial Planning through your different stages in life.

Financial Planning through your different stages in life.

Whatever your stage in life, our financial advisers are here to help you every step of the way.
It’s important to know what stage of life you are in. You need to align your financial strategies and personal insurances with your relevant financial life stage.
You may be just starting out, or you might be getting ready to wind down. Whatever your stage in life you want to know our options. You want to know how best to transition between stages and how to make sure you reach your financial goals.
Our financial advisers can help you determine your financial life stage. Our team can ensure you are set up for your current financial life stage. We will work with you to ensure that your affairs are structured to effortlessly move into each financial life stage as it becomes relevant to your personal circumstances.
Financial planning is not one-size fits all. Our financial planners will tailor a financial plan specifically for your circumstances and to meet your specific financial life stage.
Invest in your future today, enjoy your independence tomorrow.

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Why women are most hurt by financial pandemic

Why women are most hurt by financial pandemic

Craig sent me this article today.  Why women are most hurt by financial pandemic  <-- Link.  It was written by Erica Hall and was published on the Firstlinks.com.au website. It isn't the first article on this topic I have seen over the past few months, the message...

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What is my risk profile?  Take our Risk Profile Quiz.

What is my risk profile? Take our Risk Profile Quiz.

As opposed to relying on a “one size fits all” default superannuation portfolio, our financial planners will tailor an investment strategy, which includes your superannuation, and set you on the path to achieving your financial goals. Having a financial planner...

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Financial Health Checklist – Download your copy today

Financial Health Checklist – Download your copy today

We know it’s not just about tax, super or investments for you – it’s about FINANCIAL FREEDOM.  That’s why we’ve developed this Financial Health Checklist.  It's FREE, for you to download and work through in your own time. Work through the checklist to re-set your...

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Financial planning in uncertain times – consumer guide

Financial planning in uncertain times – consumer guide

With COVID-19 gripping the world, the Financial Planning Association of Australia has created a consumer guide which equips Australians with valuable tips and advice from the global community of CFP® professionals. Australians can turn to CFP® professionals like me...

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How long will my money last?

How long will my money last?

The enormous pressure and uncertainty of the global COVID-19 crisis, has sparked a financial crisis. Many Australians have had disruption to their income with major industries shutting down. For some, it has also meant job loss. You may be starting to worry about how...

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Talk to an expert about your finances

Talk to an expert about your finances

Social distancing has become the new normal for everyone during the COVID-19 crisis. However, just because we’re maintaining physical distances from our friends, family and strangers on the street, doesn’t mean we should distance ourselves from talking about things...

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How to decide if accessing early super is right for you

How to decide if accessing early super is right for you

In March this year, the Government announced a series of initiatives for Australians who have been financially impacted by the COVID-19 crisis. One of the temporary measures introduced for individuals is the early access of up to $10,000 of your superannuation (super)...

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Need help with your retirement?

Need help with your retirement?

We’re all facing huge changes at the moment and many of us are being personally affected – socially, emotionally and financially. If you’re close to retirement or already retired, you’re probably feeling unsure about the financial impacts on your life after work. You...

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Create a solid financial plan today

Create a solid financial plan today

We’re all facing huge changes at the moment. The uncertainty of the global COVID-19 crisis has in turn sparked a financial crisis and left many of us feeling unprepared. Many Australians have had disruption to their income with major industries shutting down. Stock...

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