Ford Scott Financial Planning

What Ford Scott Financial Planning does

Ford Scott Financial Planning Pty Ltd is a privately held Australian financial advisory firm founded in 2006 and headquartered at 1/31 Davey Street, Hobart, Tasmania. The firm delivers relationship-driven, personalised financial planning services to individuals, families, SMSF trustees, retirees, and business owners across Australia and overseas, operating under a three-step Define / Tailor / Review framework. Its service suite spans investment planning advice, retirement planning, self-managed superannuation funds (SMSF), wealth accumulation strategies, personal risk insurance (life, disability, income protection, critical illness), business succession and risk protection, estate planning, Centrelink advice, tax-effective investment strategies, direct shares, structured investment offerings, and corporate superannuation advice. Each client is assigned a dedicated Financial Planner and Paraplanner, with portfolio construction overseen by an internal Investment Committee administered by Managing Director Tim Scott in partnership with trusted investment partners.

The firm operates as an authorised representative of Paragem Pty Ltd (ABN 16 108 571 875), which holds Australian Financial Services Licence (AFSL) number 297276 and is itself owned by ASX-listed Count Limited. Ian Knox, founder and former Managing Director of Paragem, serves as Chairman. The advisory team is led by Tim Scott (CFP®, GradDip FP, financial planner since November 2000) alongside Luke Oakes (Head of Finance, BEc, Adv DipFS), with seven additional advisers holding advanced credentials including Bachelor of Laws, Masters of Financial Planning, and Accredited Aged Care Professional designations, supported by a Head of Operations and Head of People & Marketing.

Revenue is generated through professional services fees — fee-for-service financial advice with a multi-year contract cadence — on a quote-based, undisclosed pricing model that delivers a premium personalised offering rather than a commoditised price-per-plan product. Distribution is principally direct, face-to-face advisory at the Hobart headquarters, with a secondary Melbourne adviser office opened in April 2026 and remote advisory extending service to clients Australia-wide and overseas. Demand generation combines organic social (LinkedIn, Facebook), community sponsorship of Tasmanian sporting and community organisations (including cricket, golf, rowing, wildlife, and Red Cross), published client testimonials, and a content / newsletter programme (monthly economic snapshot, investor tools linking to ATO, ASX, FAAA, ASIC Money Smart).

Name

Ford Scott Financial Planning

Legal name

Ford Scott Financial Planning Pty Ltd

Website

https://fordscott.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Ford Scott Financial Planning is a Hobart-headquartered financial advisory firm founded in 2006 that delivers personalised investment, retirement, SMSF, insurance, and estate planning advice to individuals, families, and business owners across Australia.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Financial planning advice
• Retirement planning services
• Wealth management advice
• SMSF advisory
• Personal risk insurance

Headquarters

HQ city

Hobart

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: Fee-for-service financial planning, including investment planning, retirement planning, SMSF advice, wealth accumulation, personal risk insurance, business succession planning, estate planning, and tax advice. Revenue is generated through advisory fees for service delivery to individual and business clients.
2. Corporate Superannuation Advice: Advice on corporate superannuation schemes for business clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Ford Scott Financial Planning is a Hobart-based financial advisory firm providing relationship-driven, fee-for-service financial planning to individuals, families, and business owners. Core offerings cover investment planning advice, retirement planning, SMSF advice, wealth accumulation, personal risk insurance (including Critical Illness), business succession and risk protection, estate planning, Centrelink advice, tax-effective strategies, direct shares, structured investments, corporate superannuation, and tax advice. Services are delivered by dedicated Financial Planners and Paraplanners using a three-step framework (define vision, tailor strategy, ongoing review) administered by an in-house Investment Committee working with trusted investment partners.

Product overview

Ford Scott Financial Planning is a financial advisory firm — not a software platform — offering a unified suite of relationship-driven advisory services. The core offering is a holistic financial planning service encompassing investment planning advice, retirement planning, SMSF management, wealth accumulation, personal risk insurance (including Critical Illness Insurance), business succession planning, estate planning, Centrelink advice, tax-effective strategies, direct shares, structured investments, corporate superannuation, and general tax advice. These services are delivered through dedicated Financial Planners and Para Planners working under a three-step advisory framework: defining the client's vision, tailoring a strategy, and ongoing review and adjustment. Client-facing resources including investor tools (ATO super tracker, ASX market data, FAAA, ASIC Money Smart) are also made available.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning Advice Strategic investment advice covering portfolio construction, asset allocation, and direct shares, administered through the Ford Scott Investment Committee in partnership with trusted investment partners for individual and family clients.
• Retirement Planning Tailored retirement planning strategies to help clients achieve financial independence and fund their desired lifestyle in post-employment years.
• Self-Managed Superannuation Funds (SMSF) Advice Specialist advice on establishing, managing, and optimising Self-Managed Superannuation Funds, including trustee obligations and investment strategy for SMSF trustees.
• Wealth Accumulation Strategies and Regular Saving Plans Structured wealth creation approaches and recurring savings plan frameworks designed for clients at various stages of financial maturity.
• Personal Superannuation Advice Individualised advice on personal superannuation accounts, contribution strategies, and fund selection to maximise retirement outcomes.
• Personal Risk Insurance Advice on life, disability, and income protection insurance products, including Critical Illness Insurance, tailored to clients' personal circumstances and coverage needs.
• Business Risk Protection and Succession Planning Risk management and business continuity strategies including business succession planning, entity structuring (trusts, companies), and intergenerational wealth transfer for business owners.
• Centrelink Advice Guidance on Centrelink entitlements and social security-related financial planning decisions relevant to retirees and pre-retirees.
• Estate Planning Strategies for structuring and transferring wealth across generations, including will preparation coordination and testamentary trust considerations.
• Tax Effective Investment Strategies Tax-optimisation-driven investment structures and strategies designed to minimise tax liabilities within compliant investment portfolios.
• Direct Shares Advice Advice and execution support for direct equity investment on the Australian share market.
• Structured Investment Offerings Access to structured investment products and offerings with defined return profiles and risk parameters.
• Corporate Superannuation Advice Advice for businesses on corporate superannuation fund selection, employer contribution strategies, and superannuation plan administration.
• Tax Advice Tax-related financial guidance integrated with broader financial planning strategies, coordinating with accounting and legal professional networks.

Quantifiable outcome

• Critical Illness Insurance claim of nearly $40,000 secured for client

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Paragem Pty LtdcoreChannel Partner/ Reseller/ DistributorFord Scott Financial Planning Pty Ltd is an authorised representative of Paragem Pty Ltd ABN 16 108 571 875, holder of Australian financial services licence number 297276. Paragem is owned by Count Limited ABN 111 26 990 832, listed on the Australian Stock Exchange. This relationship provides the AFSL authorisation under which Ford Scott operates.
• Trusted Investment PartnerscoreTechnology or IntegrationFord Scott Investment Committee works in partnership with trusted investment partners to administer portfolio construction. These partners support the investment advisory process and provide investment solutions for client portfolios.
• Accounting and Legal NetworksminorStrategic or Co-development PartnerTim Scott brings a network of accounting and legal field professionals that enable seamless structuring of superannuation and financial plans for clients. These partnerships allow integrated advice across financial, accounting, and legal domains.
• Kingborough District Cricket ClubminorOthersCommunity support partnership through sponsorship and involvement. Directors have grown up in the local community and support groups providing positive influence in the area.
• Kingston Beach Golf ClubminorOthersCommunity support partnership through sponsorship and involvement.
• Geeveston Golf ClubminorOthersCommunity support partnership through sponsorship and involvement.
• University Women's Rowing ClubminorOthersCommunity support partnership through sponsorship and involvement.
• Bonorong Wildlife ParkminorOthersCommunity support partnership through sponsorship and involvement. Directors support groups who provide positive influence in their local area.
• Australian Red Cross Blood DonationminorOthersCommunity support partnership through promotion and involvement in blood donation programs.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Shadforth Financial Group: Australia-based wealth advisory firm providing financial planning, investment, superannuation and retirement advice to retail and HNW clients. Comparable relationship-led model and full-spectrum planning offering aligned with Ford Scott's services.
• Bridges Financial Group: Independent Australian financial advisory firm delivering personalised financial planning, investment, superannuation and insurance advice. Comparable fee-for-service model and mid-market client focus.
• Godfrey Pembroke: Australian financial advisory firm offering holistic financial planning, investment, retirement and SMSF advice to individuals and families. Operates on a relationship-driven, adviser-led model very similar to Ford Scott, making it a close small/mid-market peer.
• Morgans Financial: Australia-wide full-service stockbroking and wealth management firm with personal financial planning, portfolio management and SMSF services. Overlapping offering across investment advice and retirement planning with similar mid-market positioning.
• Hewison Private Wealth: Australian private wealth advisory firm offering investment, superannuation, retirement and estate planning advice to HNW individuals. Comparable bespoke, advice-led model targeting similar client profiles.

Broad incumbents

• Aware Super Financial Advice: Industry super fund-backed financial advice offering covering superannuation, retirement and investment planning for members. Competes for retirement and wealth-accumulation clients similar to Ford Scott's mid-market segment, but at fund-scale.
• Count Limited: ASX-listed licensee and wealth services platform that ultimately owns Paragem Pty Ltd, Ford Scott's AFSL holder. Counts many similar authorised-representative advisory practices in its network, making it a structural peer and parent ecosystem comparable to Ford Scott's operating model.
• Insignia Financial: Large ASX-listed wealth management group (formerly IOOF) with advice, superannuation, investment and platforms businesses. Serves similar client segments through wholly-owned and aligned adviser practices, operating as a broad incumbent in the same industry.
• Sargon Capital: Wealth platform and licensee operator supporting authorised representative advice businesses in Australia. Comparable in providing infrastructure that adviser-led firms like Ford Scott rely on, and a structural parallel to Paragem/Count as a licensee.
• AMP Financial Planning: Major Australian wealth manager offering comprehensive financial advice, SMSF, investment and retirement solutions through a national adviser network. Overlaps with Ford Scott's product set but operates at much larger scale and broader geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/fordscottfinancialplanning
• LinkedInlinkedin.com/company/ford-scott-financial-planning-pty-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ford Scott Financial Planning