Financial Planning

Financial planning isn’t just about managing your money; it’s about taking charge of your financial future and achieving your financial goals.

Depending on your stage of life, this could be any goal from paying off your mortgage, setting up an educational fund for your children, saving for a car, investing in property, or planning for retirement. Good financial advice from a professional financial planner will help you detail your goals, provide a roadmap on getting there and can be anything from creating a budget, creating an investment plan or choosing the right mortgage to suit your pocket – a certified financial planner can help with all of that.

Being a little smarter about your money can make a big difference in your life. At PTP, we do financial planning differently. We build and provide financial strategies that are entirely custom made to the specific needs, desires, and goals of our clients.

“The longer you wait to take action, the more money you are losing.” – Carrie Wilkerson

Did you know that only 35% of people have a plan in place in case of a financial emergency? This number gets even smaller when looking at savings for goals like retirement or education funds for our children. Financial planning is not all about the future, however – getting good financial advice and putting a financial plan in place can make significant difference to your current situation, as well are preparing you and your family for the future.

Ready for more financial security and independence? Our certified financial planners at PTP can help you reach your financial goals through comprehensive advice, risk management and investment strategies.

What can a Financial Planner help with?

Save Money & Grow Your Wealth
Boost Your Super or Setup SMSF
Build an investment portfolio
Protect your income
Secure a financial future for your children

Ready for more financial security and independence? Our certified financial planners at PTP can help you reach your financial goals through comprehensive advice, risk management and investment strategies.

Your Financial Planner

Leading your financial journey is Scott Millson CFP.

Australia’s youngest certified financial planner at just 21, Scott champions the motto of ‘Creating Dreams Worth Fighting For’ at PTP.

Scott meticulously crafts strategies for financial well-being and works closely with his clients to set meaningful goals. With Scott’s guidance, you’ll feel empowered and confident, knowing your financial future is not only secure but thriving.

Certified Financial Planner - Scott Millson CFP

Scott Millson CFP

Certified Financial Planner

Secure Your Financial Future

Build Your Own Perfect Foundations

  • FREE Initial Meeting To Discuss Your Financial Potential 
  • Retirement Financial Planning
  • Investment Planning
  • Self Managed Super Funds
  • Life Insurance & Income Protection
  • Grow Wealth For Your Future
  • Ongoing Accountability To Ensure Goals Are Met

Perta Thomson Partners Wealth Management Pty Ltd ABN 51 167 290 931 is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL No. 253125. The Financial Planners of Perta Thomson Partners Wealth Management provide financial advice as Authorised Representatives of Politis Investment Strategies Pty Ltd.

Perta Thomson Wealth Management Pty Ltd does not provide any other service other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd.

www.politis.com.au

“This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.”