Here’s What People Are Saying
Here’s What People Are Saying
– Neil and Lyn B.
Craig’s knowledge and experience of Investments – Superannuation and SMSF equips him to assist people or businesses covering all income brackets. Should a client be in doubt as whether to use Craig Read as an Advisor, we would, without hesitation, offer our situation as an example and be happy to verbally recommend him.
– Linda and Brendan
My reasons for the first discussion was the need for somebody who is long term, is independent in the financial world but also understands how it operates. The next requirement was someone whose approach follows your needs and where you want to be in the near and long term future.
When a client engages Craig, he will work through all angles with you to build a risk profile that you are comfortable with and a portfolio to match your needs.
To share my experience; the Company name being Scope Wealth Management.
Scope – is knowledge and range of investments, Superannuation, Financial markets, Property insurances and Banking businesses.
Wealth – all of us need to feel secure in retirement, but the key word being
Management – Craig takes a very professional approach but you are treated still as an individual. He fully explains you position with investment strategies and what to expect with fees, commissions and tax liabilities.
With the advice and guidance from Craig, my wife and I, who are retirees, receive our income, which is totally independent of any government funding and complies to current tax rules. We are in receipt of updates and periodic assessments of our financial position, hence, if any changes are required we can make decisions quickly. If there are dramatic changes in the financial markets, Craig is able to advise immediately with explanations and if any actions are to take place.
I have been working with financial advisers for over forty years, experiencing the highs and lows of all investment types. I also have experience with other finance advisers and no stranger to bad advice. Even with knowledge gained over time, I still am requiring professional advice.
For the newcomer to the finance world or to the investor requiring more information, to find the right advisor could be a long journey, but, to contact Craig and find the next step is certainly a step forward. You wouldn’t be under any obligation to just have a chat and then make up your own mind.
– Tim and Gail
Craig has been extremely supportive in bringing me up to speed with where I need to be. Whilst I did have concerns regarding the ongoing costs of the retirement plan established and advice, Craig’s fees are set and the outcome of my first year was a return of 15.5%, a full 5% above my existing superannuation return.
So I am happy to have followed his advice. Craig always keeps me up to speed and is extremely accommodating. He always makes himself available to ensure I fully understand what is happening and what I need to do. I would highly recommend Craig to anyone planning for retirement, however far away.
– Anne J.
– Deidre N.
– Charles H. and Heather S.
– Simon B.
– Seamus D.