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Jonathan Scholes
Head of Client - Wealth
Biography
Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations.
Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.
My Specialities
Wealth ManagementOffice Location
Articles by me
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Protect your Christmas budget from these financial surprises
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By Jonathan Scholes 1 min read
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Rising house prices pile on the pressure for the bank of Mum and Dad
By Jonathan Scholes 1 min read
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Superannuation – Recent announcements on Super’s newest cap
By Jonathan Scholes 1 min read
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The hardest and easiest question a financial planner is asked
By Jonathan Scholes 1 min read
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The value of ongoing financial advice
By Jonathan Scholes 1 min read
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What (not) to invest in right now
By Jonathan Scholes 1 min read
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How to improve your financial situation without spending a cent
By Jonathan Scholes 1 min read
The role of specialists in building an investment portfolio
By Jonathan Scholes 1 min read
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Estate planning for superannuation and SMSFs | Podcast
By Jonathan Scholes 1 min read
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Three options to help save for your child's education or future needs
By Jonathan Scholes 1 min read
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2019-20 Federal Budget | Individuals
By Jonathan Scholes 1 min read