Personal Financial Planning

It’s all about you

Instead of starting with a limited range of fee-earning financial products, like other financial advisers in Perth, our unique commission-free approach to personal financial planning starts with you.

More specifically, we start with your life goals and work back from there, creating a financial plan and then selecting financial products and investments against one criterion: are they the right ones for you and your financial life goals?

We don’t have ‘consultations’, we have conversations. We don’t provide answers or financial advice of any kind until we’ve asked a whole heap of questions and spent even more time listening.

And because there are no commissions or hourly rates, you don’t have to worry about watching the clock. We’re all yours.

More about our approach.

For life. For good.

Our model for personal financial advice is based on your life goals and our ethical values, not commissions or dubious fee-for-service arrangements.

It’s called certainty-based financial advice. Instead of nagging doubts and ambiguity, we provide certainty throughout your financial life.

Certainty we’re advising in your best interests. Certainty we’re working hard to retain your trust and achieve your financial life goals. Certainty we’ll only recommend products and investments that are right for you. Certainty that, whatever happens in life, we’re with you every step of the way.

And certainty about how much our financial advice will cost you – like everything our team in Perth does for you, our retainer is tailored to suit you and your financial planning needs.

Life Financial Planning

Our values and guiding principles

Humanity

We’re here to listen. To guide. To inspire. To reassure. To make life better.

Decency

We’re the clear, honest voice of reason in a world of conflict and uncertainty.

Ingenuity

We don’t tick boxes or put people in them. We fix problems. We find smart solutions.

More personal advice. Less financial anxiety.

If you need financial advice, or a sounding board, we’re just a call away. And your financial strategy is just as personal, leveraging only the products that best suit your risk profile and financial life goals.

The result is more time and money to do the things you enjoy with the people you love, with a whole lot less uncertainty and anxiety. That’s what we believe financial advice is all about.

Tell me more

Let’s talk. No charge.

Is our retainer-based financial advice model right for you? See for yourself. Get in touch and we’ll get back to you ASAP. No charge. No hard sell. No obligation.

Important Notice: This website contains general information only. It does not take into account your individual objectives, financial situation or needs. Scope Advisory suggest that no person should act specifically based on the information contained herein but should always obtain appropriate professional advice based on their personal circumstances.

Entities trading as Scope Advisory are all authorised representatives of Scope Licensee Services Pty Ltd AFSL 492134 ABN 73 614 728 102. When any of the business partners, within the Scope Advisory group, provide you with financial advice or a financial service, they will provide you with their Financial Services Guide (FSG), and specific Engagement Letters.

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