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 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...

read more
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...

read more
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...

read more
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)...

read more
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...

read more
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...

read more
Capital Market Update – US Market and Australia

Capital Market Update – US Market and Australia

Well, today has certainly been interesting. The US Stock market has dropped on the back of some interest rate speculation and wages growth information. The ASX All Ordinaries Index has followed Wall Street’s lead and corrected when stock markets opened this morning at...

read more
How much do you need to retire?

How much do you need to retire?

One of the most common questions I am asked by clients planning for retirement in the next 5 or 10 years is ‘How much do I need?’ Compared to those who retired 20 or 30 years ago, future retirees need to plan for longer life expectancies and...

read more
Likely impact of a Trump victory – stimulatory

Likely impact of a Trump victory – stimulatory

Good morning everyone! Well what a year. First there was the Brexit result, then our own election where we have seen the Senate effectively being influenced by Independents’ and minority parties and now Trump. So what effect is this going to have on your investments?...

read more
Age Pension assets test changes for 2017

Age Pension assets test changes for 2017

From 1 January 2017, some people will benefit and others will be worse off. Around 50,000 Aussies are expected to be better off under the government’s changes and receive the full pension. Approximately 120,000 part-pensioners are likely to add around $30 per...

read more