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Welcome to
Scope Advisory

Monument Advisory is becoming Scope Advisory

Why the change?

Our rebrand reflects our journey as a business and the successful alignment of our core philosophy, values, and vision for financial advice.

We’re relaunching as Scope Advisory with a defined purpose, to reduce the uncertainty and financial anxiety that comes with money decisions.

The new Scope is the culmination of the changes we’ve been making since Travis and Dieter joined forces in 2014. It’s a new look, but it’s the same ethos we’ve carried through thick and thin. Providing financial planning advice – for every stage of life, every life transition – that’s based 100% on our clients life goals.

Our story

Same team, new name.

Scope Advisory is the representation of our values: Humanity, Decency and Ingenuity. This is the way we behave in a typically distrusted industry, it’s different, so we wanted to reflect that externally too.

The Scope Advisory name comes from the opportunity or possibility to do or deal with something. An end purpose or intention. It also means to observe or magnify.

This meaning encapsulates how we work with clients. We look at the full scope of their financial situation, leaving no stone unturned. We have a holistic approach to how our client’s finances fit into their life. When you work with us, you get the full scope of our expertise and experience, not siloed services.

Our Values

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.

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.

Our Promise

Never fret over or waste unnecessary time making life’s big decisions or transitions ever again. Look forward to them. Relish them. Embrace them with confidence. We’ve got your back.

Learn more

Clarity Curiosity Ingenuity
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info
Scope
Advisory
Level 1
12-14 Thelma Street
West Perth WA 6005
©2025 Scope Advisory, All rights reserved

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.

Reference to the term no commissions or commission free or similar phrases, applies to new clients. In the case of clients with existing life insurance products, where you have transferred over from another adviser and appointed scope as your advisers, we may receive commission attached to the policy.

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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