Margaret Scott is a Financial Adviser of 16 years’ experience. Commencing as an adviser in 1999 with the Commonwealth Bank she was responsible for looking after people’s superannuation, investments, personal insurances and retirement planning.

Margaret has since worked in a boutique planning firm and a large multinational firm and has experience in all facets of advice eg Investment Planning , retirement planning, Transition to retirement strategies, Wealth Management, personal and business insurances, Estate planning and Aged Care planning.
Margaret commenced her own business in 2010 and has since specialised in personal advice tailored to each individual or couple.
Margaret enjoys helping clients to understand the options available to them and make the right choices for their situation. As an independent adviser, not associated with any brand in particular, Margaret’s strategic advice can help you make money, save money and protect your money.
Margaret believes in honesty and openness and has a high level of integrity in all her dealings with her clients and providers. 

Margaret will review your total financial situation and offer advice about how to make your income and assets work for you in the best way possible taking into consideration your stage of life, income, goals, attitude to risk and current situation. No matter what stage of life you are at, Margaret can offer strategies for how to maximise your assets, minimise your debts and achieve your goals.

 

Types of Advice offered

  • Retirement planning
  • Financial planning
  • Small business advice
  • Budgeting Advice
  • Investment planning
  • Superannuation
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance

 

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Complaints Process

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The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS  nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.