Before you make any rash investment decisions, use your head. Better still, use ours.

Beware hot-stock investment advice over the barbeque.

Property investments. Share investments. Hot stocks. Debt elimination. There are as many options for your inheritance or windfall as there are friends and professionals with investment advice.

But this isn’t a barbeque conversation. Money never is.

Unless your ‘advisor’ can weigh up the risks and rewards objectively, with your personal goals in mind, their investment advice isn’t worth a sausage.

Think about your windfall or inheritance money with a cool head.

Before you make any rash investment decisions, use your head. Better still, use ours.

In addition to bringing a wealth of financial planning and investment experience to the table, our financial advisers enjoy the freedom to do what’s right for you. And that’s pretty unusual.

No commissions. No percentages. No preselected investment products or biased financial advice. The personalised financial plan we create for you is determined by one thing: what’s best for you.

Set your goals.

Make the most of your windfall or inheritance.

Sit down with our financial advisers, decide what really matters and leave it to us to create a personalised investment plan for your windfall or inheritance money. A plan you won’t regret.

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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