Our story.

It starts with a different rule book.

Not all financial planning firms in Perth are the same.

Take any of the traditional financial planning or financial services firms in Perth. Chances are the financial planning advice they provide is paid for based upon the amount of money you have to invest with them directly.

Sometimes, it’s called ‘fee for service’ financial advice. Sometimes, the firms are upfront about the commissions they receive. Invariably, the financial advice is compromised.

That’s why so many people are disillusioned with the financial services sector in Australia. And it’s why our founders Travis Martin and Dieter Tode set out on a different path in Perth in 2014.

No commissions.
No hourly rates.
No compromises.

Travis and Dieter’s idea and motivations were simple: provide financial planning advice – for every stage of life, every life transition – that’s based 100% on enabling clients to achieve their life goals.

Financial planning. Retirement planning. Insurance. Wealth creation. Investments. Business advice. All your financial advice needs and not one commission or kickback in sight.

Tell me more.

Our purpose:

Be the catalyst for a better life. A life with less uncertainty and anxiety. A life with more time and money to do the things you enjoy with the people you love. A confident life.

Moving forward with certainty in an uncertain world.

Instead of commissions, we work for you on a 12-month retainer. You’re our boss. We’re your personal CFO. This makes us unique among financial services and planning firms in Perth.

Certainty we’re always working and advising in your best interests. Certainty we’ll only recommend financial products and investments that are right for you and your life goals. Certainty that whatever happens and whatever you want to do in life, we’re with you every step of the way, just a call away.

Let’s talk.

Our story so far.

- 1999 and 2004. Dieter and Travis started out in the financial services industry, embarking on their careers as financial advisers at financial planning firms in Perth.

- 2014. Disillusioned with profits-over-people financial planning, Travis and Dieter established Monument Advisory in 2014 on a unique retainer-based, commission-free model.

2021. With a small but highly experienced in-house team and trusted circle of professional services partners and financial services consultants, we rebranded. Monument Advisory became Scope Advisory to more accurately reflect the broad, dynamic scope of our financial planning services and the possibilities our approach opens up for you.

Tell us your story. Then take control of it.

If you’re fed up with financial planning firms in Perth whose financial advice is inevitably compromised by the commissions their financial advisers take, find out more about our retainer-based approach. Like everything we do, our retainer is customised to suit you.