Aged Care Specialist Advisor
SMSF Specialist Advisor
Diploma of Financial Planning
PhD and MBA
HNW Planning is a privately owned financial planning group, not one owned by a bank, insurance company or product provider.
We offer fee based professional advice on:
- Aged Care
- SMSFs and Trusts
- Tax Minimisation
- Personal and Business Insurance
- Financial Restructuring for Risk Management and Asset Protection
- Wealth Protection
- Estate Planning
Elizabeth Scott AFP®
Adv. Dip FS (Financial Planning)
Accredited Aged Care Professional
Cert IV Finance & Mortgage Broking
Precise Advice Financial Services Pty Ltd
Advice You Can Understand
Whatever your stage of life we develop a financial plan that makes the most of your finances. We review your financial situation across a broad range of financial planning activities providing you with comprehensive solutions and peace of mind.
We take the time to explain everything in plain language helping you to make educated and informed decisions about your financial future. We have been providing financial solutions for people just like you for over 25 years.
Jason Reynolds - (director)
CFP®, Bcom, GradDipFP
Action Wealth is a boutique financial advice firm that believes financial advice is about managing your money in a way that allows you to fulfill your values, achieve your goals and make your life the way you really want it to be.
We remove the uncertainty that can come with complex financial matters so you can focus on living your life on purpose.
Margaret Scott - (Director/Senior Planner )
MBA (fin) (Master of Business in Finance)
DipFP (Diploma of Financial Planning )
Margaret nursed in Aged Care for 19 years, and specialises now in Financial Planning for Aged Care advice.
She understands the system from in and out, can explain the fees, help with Centrelink paperwork, find ways to maximise the pension and minimise fees, advice re selling house/renting, and has a network of people to service ALL client’s needs eg placement providers, real estate broker to find best real estate sales person to maximise the value from the house, cleaning, moving services and legal service.