Scion Private Wealth

Scion Private Wealth is a boutique private wealth and financial planning practice in central Brisbane. We work with high-net-worth individuals and families, medical professionals, wholesale investors and not-for-profit organisations. Our clients may have substantial investments, business interests or responsibilities to several beneficiaries, making it important to view individual decisions as parts of a connected long-term strategy.

Our areas of advice include investment strategy, asset allocation, portfolio management, superannuation and retirement planning. We consider diversification, liquidity and risk in relation to when money may be required. Estate-related financial planning and intergenerational wealth considerations can also form part of the work, particularly where family assets need to support both present and future generations.

Our advice process moves from an introductory discussion through discovery, strategy development and implementation to an ongoing partnership. We encourage clients to understand the reasons for recommendations, the scope of our service and the value of regular reviews. Working from Mary Street in Brisbane, we aim to provide thoughtful, coordinated guidance for complex financial circumstances while collaborating with other qualified professionals where appropriate.