What do we do?

We help our clients at any stage of their lives and working careers. We can help with retirement planning, insurance, investments, debt and cash flow. We give our clients a sense of control over their financial situations, and tailor plans to suit individual or family needs.
Our office is on the beautiful NSW South Coast, but our clients live Australia-wide. Some even live in the USA, Europe and Asia.

We’re here to help you achieve your financial goals, whether they are short or long-term.
It’s never too early (or too late) to see a Scion financial adviser.

So what services do we provide?

We are authorised by Oreana Financial Services to provide financial advice in relation to:
  • Wealth Accumulation
  • Insurance including Life, Total & Permanent Disabilities (TPD), Trauma and Income Protection
  • Tax Strategies
  • Superannuation, including Self-Managed Super Funds (SMSFs)
  • Retirement & Redundancy Planning
  • Direct Share Securities Advice
  • One off Direct Share trades through a 3rd party trading service
  • Estate Planning
  • Government Benefits, including Age Pension, Dept. of Veterans Affairs (DVA) and others
  • Debt Management
  • State Authority Super Scheme & State Super Scheme, including Defined Benefit Super Schemes
We are authorised to provide personal financial advice, general financial advice, and transact on your behalf (dealing) in relation to the following types of financial products:
  • Basic / Non-Basic Deposit Products
  • Debentures, stocks or bonds issued (or proposed to be issued) by a government.
  • Life products – Investment Life Insurance
  • Life products – Life Risk Insurance
  • Managed investment schemes, including Investor Directed Portfolio Services (IDPS)
  • Retirement savings accounts (RSA) products
  • Securities
  • Superannuation
"Well since I retired I've learned how to play the ukulele. Things I wouldn't have had time for I now have time to do. That’s what I enjoy." - Sandra

Give us a call or book an appointment to meet with us here at Scion

Contact us

We’d love to meet you and your family. Call or email us to make an appointment – the initial consultation is free of charge.
Alternatively, you can fill out this form if you’d like us to get in touch.
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