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
Is now a good time to invest? Here's why it doesn’t matter.
1 min read
Protect your Christmas budget from these financial surprises
1 min read
Rising house prices pile on the pressure for the bank of Mum and Dad
1 min read
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
It's beginning to look a lot like Christmas
1 min read
2019-20 Federal Budget | Individuals
1 min read