Rhonda

Sydney, NSW

"I have had financial advisers manage my affairs over the years and I have never really got what I needed. I needed someone who would be available for my when I needed to discuss changes in my life, someone to explain financial concepts to me so I could understand everything I am doing, someone who ultimately has my best interest at heart. Up until now, I didn't think I would find an adviser like that. Now I can happily say have! The outcome of my advice was that my family will now be ok if anything happens to me, I will be financially ok if anything happens to me from now until I plan on retiring, I now have built a positive cash flow as a result of how he structured my insurance and super. I didn't even know it was possible to hold insurance inside and outside super, reducing the impact on my cash flow, which has enabled me to pay down my debt much faster than I thought was possible. I would highly recommend the team at First Class Wealth if you're seeking advice, as they truly care about you and they not only focus on what you want to achieve they actively work with you to keep you focused and driven to achieve what you want in your life."

 

 

Gerard & Julie

Southern Highlands, NSW

"Scott and the team at First class wealth has time and time again proven to be full of quality advice. He has helped myself and my partner get the most out of our Super by rolling them into one account and improved its returns greatly by adjusting the investments as we were unaware of where our money was invested before. Conversations we have had with him have been a boon in helping us along the path toward obtaining our financial goals. Scott constantly goes out of his way to advise me even after hours and on weekends which is a quality I highly value from him and his team.

I truly believe Scott and his team are a cut above the rest; no bridge is too far and no planner I have ever spoken to is as engaging and genuine. He takes his time to get to know you and your family so he can provide the best possible service. When given ideas he does not dismiss them but takes and moulds them into some that is fiscally viable and directs you in how to obtain it. We highly value our relationship with Scott and the team at First Class Wealth, thank you."

 

Daphne

Castle Hill, NSW

"I have had the great pleasure to work with Scott and he has demonstrated the quality of his advice through the comprehensiveness and well detailed nature of his research. He listens to my goals and takes into consideration the needs I may have when I retire as this is important to me. His passion for the role he takes in your life, his integrity and genuine caring nature are a very rare find. He has set me up financially for all risks by getting me insurance when I didn’t think it was possible. He has also taken into account the fact that my English is not my first language and accommodates to this in our meetings so easily that it just puts me at rest that I am in good hands. Thank you for everything you have done and keep doing."

 

Melissa

Sydney, NSW

"I am a young University student and I didn't think that there was much a financial adviser could do for me. When I went to see my adviser at First Class Wealth I was absolutely amazed at the options available to me!! I didn't know that while at University through correct budgeting and a savings strategy, I would be able to build up my money to be able to be used once I finish University to get me on the right path financially when I begin my journey into the real life world of working. I feel comfortable that as I take the next steps into my life outside University that I am in capable hands and I have the support of a highly professional team to look out for me financially in my life. Thank you so much for all you have done so far!!"

 

Alex & Monique

Southern Highlands, NSW

"Scott demonstrates the quality of his service by simply caring for each and every one of his clients and taking the time to explain and clarify every detail as much as necessary. The care factor is very big, especially to me, as I feel that Scott is always looking for the best ways to manage our funds and is constantly ensuring things are running as they should.

I believe Scott is invaluable as our adviser because of the effort that he puts into the work that he does. He puts in countless hours of work for us and actually cares about us. Scott has shaped his entire business around being an entrepreneur and doing things no-one has thought, and he does this very successfully. We have referred our family members to him and now he looks after our entire family, we are so grateful."

 

Jael 

Southern Highlands, NSW

"Scott and his team presents to us and his clients who we know, a genuine interest in their financial situation and future goals, they’re thorough with their analysis and have knowledge of a wide range of strategies and concepts. Through these mechanisms, Scott offers fantastic and comprehensive advice to the maximum benefit for my partner and I.  The team at First Class Wealth are clear in their mission to provide us with the highest level of service, a personal and caring attitude to the financial future that lays ahead of us and is driven to grow the scope the services he provides. For these reasons, I believe Scott and his team are truly worthy to work with and I cannot recommended them enough."

 

Rakai

Sydney, NSW

"Scott has an honest and welcoming personality that makes me feel at ease whenever we engage in conversations. His wealth of knowledge and advice in the financial sector is second to none and gives me confidence to fully trust him with all my future financial needs. I am not a person that knows a whole lot about finance, but with Scott he explains everything slowly and clearly in a way I can understand which I find is most important when dealing with important matters. Scott and his team are a rare find, his passion for his job reflects onto his clients and I can be totally sure no one he deals with leaves unhappy or confused and in this day in age we need more people like him. I wish him every success."

 

Pamela 

Auckland, NZ

"Scott and his team presents to his clients genuine interest in their financial situation and future goals, they’re thorough with their analysis and have knowledge of a wide range of products and concepts. Through these mechanisms, Scott offers fantastic and comprehensive advice to the maximum benefit of his clients.  The team at First Class Wealth are clear in their mission to provide their clients with the highest level of service, a personal and caring attitude to the financial futures of his clients and is driven to grow the scope the services he provides. For these reasons, I believe Scott and his team are truly worthy of being recommended to my friends and family members as I trust in Scott’s advice."

 

Ed

Melbourne, VIC

"Scott's knowledge and expertise in his field have been nothing but exceptional.  His guidance towards my needs has put me at ease with my future security and has made me feel comfortable that I've always made the right decisions.  Scott also goes above and beyond, extending my knowledge about investments and upcoming strategies that will better improve my situation.  Thanks Scott!"

 

 

George & Ekin

Sydney, NSW

"My partner and I have been with Scott for the past two years. Scott is an absolute professional and adds a personal touch to his services so that you never feel like you are just another portfolio. He provides a service that is tailored to your needs and no questions are ever left unanswered. We feel very comfortable leaving our finances in Scott’s capable hands and have no reservations in recommending his services to our friends and family. Scott also keeps in constant contact and encourages his clients to contact him at any time with questions/concerns they may have. His friendly approach is definitely a breath of fresh air to other financial planners we have dealt with in the past. I look forward to working with Scott for many years to come."

 

 

Ali

Wellington, NZ

"Scott Miller from First Class Wealth was recommended to me by a friend to arrange my finances and insurance structures. From our first initial consultation meeting Scott was clear, honest and understanding. He took the time to demystify and clarify everything to me.

The world of insurance and financial planning can be quite a full-on daunting place for anyone unfamiliar with it. Scott was patient with me every step of the way until I was clear and fully understanding of what I was agreeing to sign up too. Once everything was established I gained peace of mind knowing that my family and finances will be taken care of in the event of an accident. I could not have achieved this if it wasn't for Scott Miller. As a chef, I work quite odd hours, Scott was always accommodating to my time schedule and was always able to meet when it fitted into my schedule. Scott is an asset to the team at First Class Wealth. Thanks to Scott, I'm now well on my way to purchasing my second investment property!"

 

 

Toni

Richmond, VIC

"My adviser at First Class Wealth is one of the few people who I can call a professional in a field that I would not normally delve into, who has eventually become a very good friend. In all of his advisory dealings with First Class Wealth, my adviser has been nothing but friendly, empathetic and informative. He makes sure to speak to me in terms that I understand, and when I don’t, he explains things further. I love and appreciate that he does all the work quietly, quickly and safely. All I do is listen and understand. I trust him and the team at First Class Wealth fully to make the right decisions for my money, which is shaping into a sound financial future for my family and I. Exactly what I wanted."