Jonathan Scholes
Managing Partner
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

The value of ongoing financial advice
1 min read

What (not) to invest in right now
1 min read

How to improve your financial situation without spending a cent
1 min read

The role of specialists in building an investment portfolio
1 min read

Estate planning for superannuation and SMSFs | Podcast
1 min read

Three options to help save for your child's education or future needs
1 min read

It's beginning to look a lot like Christmas
1 min read

2019-20 Federal Budget | Individuals
1 min read