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

Superannuation – Recent announcements on Super’s newest cap
1 min read

The hardest and easiest question a financial planner is asked
1 min read

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

2019-20 Federal Budget | Individuals
1 min read