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.

"I told her what I wanted from my retirement. She made it seem very easy… and we felt we had someone we could trust."
- Barry & Sue

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