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Ford Scott Financial Planning Pty Ltd

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Ford Scott Financial Planning Pty Ltd

Mission statement:

"To provide professional services in financial planning, with the wellbeing, comfort and security of each client at the forefront of our advice"

Overview:

Ford Scott Financial Planning is an emerging player in the Tasmanian Financial Planning market. Initially, established 1987 as part of accounting firm Lorkin Delpero Harris (LDH) the company is now co-owned by established planners Mark Ford and Tim Scott, and hence the recent name change from LDH Financial Planning to Ford Scott Financial Planning. Mark, remains as the original planner when LDH first established its financial planning arm and has along with Tim Scott extensive experience in financial planning.

As a firm we have extensive expertise in:
* Investment Planning advice
* Retirement Planning
* Corporate Superannuation advice
* Wealth Accumulation Strategies and Regular Savings Plans
* Personal Superannuation advice
* Personal Risk Insurance including Life, Disability and Income Protection
* Business Risk Protection and Succession Planning
* Centrelink advice
* Estate Planning
* Tax Effective Investment Strategies
* Direct Equities
* Hybrid Securities
* Structured Investment Offerings
* Self Managed Superannuation Funds (SMSF)
* Business Succession Planning

Vision:

It is our vision that we be:
* The Financial Planning organisation of choice in the Southern Tasmanian region.
* A financial planning business offering security to our clientel, while offering the opportunity to assist grow the wealth of our clients.
* A truly Tasmanian company offering career development opportunities to the people of Tasmania in the field of financial services.

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