So were we. That’s why our financial advisers in Perth established Scope. We don’t do the ad-hoc, cookie-cutter kind of ‘financial advice’ you’ll get from most financial advisers and planners in Perth. We’re on a bigger mission. A mission to be the catalyst for a better life.
No commissions or hourly rates. No set products. No doubt that we’re 100% here for you. Personal financial advice based on values, not commissions.
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.
Instead of commissions and escalating hourly rates, we work on a rolling 12-month retainer. You employ us as your personal CFO (Chief Financial Officer). That places the onus firmly on us to live by our values and principles. If we underperform, you can leave us, and we don’t want that.
Instead of a limited range of ‘approved’ financial products, we hunt down the best financial products, tools and solutions. And so, we’re able to create a personalised financial plan for you. A plan that’s designed around your life goals. That solves your problems. That gets you where you want to go.
And instead of ‘consultations’ and ‘progress meetings’, we simply have conversations. We talk. More specifically, you talk. And before we provide any sort of advice, we do a whole lot of listening.
We’re here to listen. To guide. To inspire. To reassure. To make life better.
We’re the clear, honest voice of reason in a world of conflict and uncertainty.
We don’t tick boxes or put people in them. We fix problems. We find smart solutions.
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.
