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Brisbane Private Wealth Management, Financial Planning & Advice

Build Lasting Financial Security and Peace Of Mind With A Brisbane Wealth Management Advisor You Can Trust

Work With A Brisbane Private Wealth Manager Committed To Building Trust, Confidence and Peace of Mind

Scion Private Wealth provides private wealth management in Brisbane for business owners, high net worth individuals and professionals who want clear strategy and steady guidance. We take the time to understand what matters to you, then build a practical plan that brings together investments, retirement strategy, tax-aware structuring and legacy considerations.

If you are searching for wealth management services that feel personal, transparent and long-term, we are here to help you move forward with confidence.

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Why Choose Scion Private Wealth?

Private wealth is rarely simple. It is often tied to business interests, property, family responsibilities and big life decisions. That's why our approach is built on clarity, discipline and an ongoing relationship, not one-off advice.

As a Brisbane-based team supporting private wealth clients, we focus on helping you make strong decisions over time - especially when markets, legislation or life circumstances change.

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Our approach begins with a deep understanding of your aspirations, values and concerns. From there, we craft a strategy designed to bring you financial security and peace of mind.

 

We deliver:

  • Advice tailored to your goals, timeframe and risk comfort

  • A long-term relationship with regular reviews and accountability

  • Tax-aware strategy designed to work alongside your accountant

  • Transparent guidance and a steady hand through market noise

  • A focus on protecting wealth and supporting your legacy

Work With A Financial Planner and Private Wealth Advisor Committed To Helping You Achieve You Goals

Our personalised financial planning services are designed to address your specific financial goals and concerns. Whether you're looking to grow your wealth, plan for retirement, or manage your assets, our expert team is here to guide you through every step of the process.

Investment Management

We understand that investing can be overwhelming. That's why we take a personalised approach to investment management, working closely with you to understand your goals, risk tolerance, and financial situation.

Retirement Planning

Retirement is a significant milestone, and planning for it can feel complex. We're here to simplify the process, helping you envision your ideal retirement and develop a clear roadmap to get there.

Superannuation Advice

We provide superannuation advice Brisbane clients can rely on, helping you make confident decisions about contributions, investment options, insurance, and how your super fits into your overall wealth strategy.

Tax Optimisation

Navigating the tax landscape can be challenging when it comes to financial planning. We're committed to helping you optimise your tax position through proactive strategies and careful planning.

Intergenerational Wealth

Preserving and transferring your wealth to future generations is a complex process that requires careful consideration. We can help you create a lasting legacy by developing a comprehensive intergenerational wealth plan.

Get in touch today to explore how our financial planning and wealth management services can help you achieve your financial goals.

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Scion Private Wealth is a Brisbane financial planner and private wealth management adviser with expertise in investment management, retirement financial planning, tax optimisation strategies and intergenerational wealth transfer

Contact Details

1/200 Mary Street, Brisbane, Qld 4000

07 3778 6800

info@scionprivatewealth.com.au

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Scion Private Wealth Pty Ltd ABN 57 683 148 816 is a Corporate Authorised Representative, No. 1314101 of Alliance Wealth Licensee ABN 93 161 647 007 AFSL 449221

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. (If applicable) You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. This website holds information for Australian residents only.

©2025 by Scion Private Wealth. All Rights Reserved

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