17th May, 2010
Scott Partners are dedicated to building our clients wealth. We have examined the need to ensure that our clients are getting sound financial advice that is in line with their needs and desires.
It is with this dedication to our clients that Scott Partners are pleased to announce that we have formed an alliance with Michael D.Kolody of MDK Wealth Management Pty. Ltd. to provide financial planning services to our clients.
Michael has combined over 20 years experience in the financial planning industry and business world, and brings together a unique blend of skills both as an financial advisor and business consultant.
Michael is an independent Financial Advisor and is both an individual and corporate authorised representative of Madison Financial Group (Australian Financial Services Number 246679) which is also a principal member of the Financial Planning Association of Australia (FPA).
WHY DO I NEED A FINANCIAL PLANNER?
In todays complex financial world, it is important to have your accountant working closely along side your financial advisor, to optimise both your tax position, investment strategy and risk management. Essentially we all want to minimise our tax payable (hence we visit our accountant), we would like our investments to grow and provide a return for us (financial advisor helps with setting an appropriate investment strategy), and we would like to have some peace of mind, knowing everything we have worked for thus far is safe and secure (we insure against loss).
Often these three key areas can be in opposition to each other, for example 'risk' versus 'return', or weighing up the 'tax benefits' versus 'growth opportunities', and the situation unique in every persons individual circumstances. The blend of accounting and financial planning helps bridge this gap and ensures the two work in conjunction.
The in-house association between Scott Partners and MDK Wealth Management brings both services together ensuring a 'holistic' financial approach. We will be working closely together to maximise your investment gains, minimse you taxes and risk exposure.
There is a need to review your situation on a regular basis from just having a health check, to maximising your investment returns, and to planning your retirement.
Please feel free to call Scott Partners on (03) 9500 0511 to arrange a no-obligation review of your personal situation or ‘
