The Financial Planning Association of Australia The Financial Planning Association of Australia

Scott Goldsmith, CFP®


Name Scott Goldsmith, CFP®
Company Shadforth Financial Group
Address Level 28 Central Park
152-158 St Georges Terrace
Perth, WA 6000
Phone 08 93246000
Email [email protected]
Website http://www.sfg.com.au/

Scott is a Private Client Adviser and has been a part of the Shadforth Financial Group since 2006.

Scott takes a client centric approach with all interactions by focusing on knowing his clients, understanding them, helping them, simplifying their affairs and reducing their anxiety.

Scott genuinely cares about his clients and is driven to ensure that they leave all meetings happy, confident and less confused.

Whilst Scott provides advice on all facets of financial planning, his particular specialties include comprehensive financial modelling and sensitivity analysis, retirement planning and wealth accumulation strategies, portfolio construction, SMSF establishment, life insurance needs analysis and quotations, age care funding solutions and guidance on small business retirement exemptions.

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