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Last week I sat down with one of my oldest mates Luke Spiller CFP® to chat about all things wealth and insurance related to ensure that everything I have in place for myself and my family is still relevant and up to date.

Luke and I worked at McDonalds together many moons ago back when we were teenagers and through both our personal and professional lives we have stayed connected, and now he has recently taken over as our family Financial Planner.

I don’t often do “shout outs”, as I come across so many amazing operators in the Finance and Wealth industries on a week to week basis, however if you or anyone you know are looking to get trusted and meaningful advice and are not sure where to start, connect with Luke for a confidential chat! He extremely well versed in the advice space and is nothing short of being both professional and a gentleman. Thanks for your help mate!

Nick

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We have been associated with Scholten, Collins & McKissock for the past 7-8 years after transferring both our superannuation portfolios across to them from another financial adviser in 2013.

Since entrusting the company with our finances we have found them to be open and professional at all times in their dealings with us and we have greatly valued and appreciated their support in achieving our retirement objectives. The regular updates on market performance, timely seminar sessions throughout the year and our annual review meetings all help to keep us well informed about our current financial position.

All the staff members at Scholten, Collins & McKissock are personable, always responsive and at the top of their game when it comes to providing an exemplary service which matches our propensity to risk and our desire to ensure ongoing security of our investments.

We now enjoy a comfortable lifestyle in retirement thanks to the great relationship we have with our advisor and the financial services provided by the company. We expect to have a long and ongoing relationship with them into the future.

Rob & BronClient since 2012

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Scholten/Collins/McKissock (SCM) have been my financial advisors' for approximately 11 years and in that time I have found them to be very professional and trustworthy in all our dealings.

It is particularly pleasing that SCM clearly practice open communication whether it be via the regular market updates and investment reports, through to their individual advisers who demonstrate a willingness to be available and ensure an open communication with individual clients.

My confidence in SCM has resulted from their consistent adherence to maintaining their clients best interest. SCM's integrity has led me to freely recommended SCM to family and friends.

HaroldClient since 2020

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Luke has been our advisor for many years and in that time has provided great advice in a range of different areas. We have been very happy to see our investments grow and to become confident in the financial future of our children.

Luke is professional, friendly, and very knowledgeable and we look forward to working with him to help achieve our financial goals.

Rod

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Went through the process of applying for a home loan with SCM and they couldn’t have been more helpful and thorough. As it was my first time applying for a home loan I had little knowledge of the processes but Steven was extremely helpful and answered all my questions and Philippa followed up on emails to make sure I was getting the documentation that I needed. Both were incredibly resourceful and I can’t thank them enough for all the assistance they provided and will continue to provide for me.

Sam

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SCM Finance have been fantastic in assisting my wife and I to refinance our mortgage for a construction loan. We never felt rushed or obligated at any time, and when we'd made up our mind they worked with us at every step to help us meet our requirements in time for construction. We felt that our best interests financially were always a top priority, and we are glad that we approached SCM. We will certainly be keeping in touch for our future requirements. Highly recommended.

Damiel

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The team at SCM finance have been extremely helpful to us as we navigated our way through refinancing a home loan, planning for the future and taking stock of our assets and liabilities. In every instance they were available on the phone or by email, always friendly and knowledgeable, and happy to help us understand our situation, answering all the questions we had along the way. Living regionally was not an issue for us as all documentation was delivered using a secure and user friendly portal. Highly recommended.

Katrina

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Following a recommendation from a trusted friend I met with and subsequently engaged Trent Collins and Luke Spiller from SHOLTEN COLLINS McKISSOCK. Trent and Luke undertook a complete review my existing financial planning arrangements and provided me with a comprehensive, well considered, positive and sensibly staged plan to better my overall position and enable me to meet my future personal and financial objectives.

I have been delighted with the advice and service provided since we commenced working together and implementing the plan. They really listened and understood my needs and objectives. They have worked very closely with me at every stage and have been brilliant at anticipating market changes and have recommended positive adjustments to the plan where needed.

At every stage while implementing the plan they have clearly communicated before taking action and have ensured I understood the rationale, risks and expected outcomes, while at the same time being mindful to minimise to any tax implications. They have also been very responsive to any additional investment ideas I have wanted to explore and have provided very sound and timely advice.

I highly recommend Trent, Luke, and the team at SHOLTEN COLLINS McKISSOCK and look forward to many years of working together.

Gary

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We would like to express our sincere thanks and gratitude to Chris. He has been an absolute delight to work with. We are a young family, looking to build a sustainable portfolio and Chris has been integral to this process. Chris’ expertise and attention to detail in the handling of our financial affairs cannot be faulted. Particularly impressive is Chris integrity in all his dealings with us. My family and I are reassured that we are in good hands and couldn’t have asked for a more detailed, thorough and personal service.

Steph and Oleg