"After seventeen years advising Australian families, I'm convinced of one thing: enduring wealth is built less by the products you choose than by the discipline you bring to the plan behind them."
With a career in financial advice since 2008, Scott Taylor is recognised for delivering sophisticated strategic wealth advice to affluent individuals, business owners, multi-generational families and discerning private clients across Australia.
As a Certified Financial Planner (CFP®) with extensive wholesale investment experience, Scott specialises in advice on complex financial structures including self-managed super funds, advanced investment strategy, retirement planning, wealth preservation, succession planning and long-term capital stewardship.
Beyond traditional advisory, Scott operates within a family office environment, which is a level of exposure rarely accessible within the broader Australian financial advice profession. This gives direct insight into the investment governance, portfolio construction, risk management and intergenerational wealth frameworks typically reserved for ultra-high-net-worth families and institutional-calibre investors.
By combining institutional-grade strategic thinking with deeply personalised advice, Scott bridges the gap between sophisticated family-office capability and practical, outcomes-focused wealth management for clients seeking clarity, confidence and a lasting legacy.
Scott combines 17 years of advisory experience, the Certified Financial Planner designation and active exposure to a working family office. The combination gives his clients a quality of strategic thinking most retail advisers can't reach.
Across multiple market cycles, regulatory regimes and life stages including the GFC, COVID volatility, and the current rate cycle. Pattern recognition you can only earn the hard way.
CFP® is the gold standard of the Australian financial advice profession. Held by a small fraction of advisers, it requires ongoing education, ethics and rigour.
Scott works inside a live family office. That gives a vantage point on institutional governance, portfolio construction and intergenerational wealth that almost no retail adviser has.
You work directly with Scott. Not a junior, not a service desk. One adviser, one accountable point of contact, with the time and attention your circumstances deserve.
Through Boston Global Wealth's investment-banking platform, Scott's clients gain access to curated private-market opportunities unavailable on retail platforms or industry funds.
Scott's mandate isn't quarterly returns. It's capital preservation, compounding, and what you leave behind. Annual deep reviews, quarterly check-ins, lifelong relationships.
A complimentary strategic conversation to understand your circumstances, goals, family situation and what you actually want money to do for you. We map current position, identify gaps and outline the strategy before any product is recommended.
A bespoke financial plan integrating super, SMSF, retirement, investment, insurance, tax, estate and intergenerational considerations. We build it, we implement it, and we coordinate with your accountant and solicitor where useful.
Annual deep-review meetings, quarterly check-ins, proactive contact whenever life or markets move. Continuous monitoring, scenario testing and recalibration so the plan stays in step with your reality.
Scott is authorised to provide financial product advice across the full spectrum of strategic financial planning needs, from accumulation through to retirement and beyond.
Comprehensive strategic financial planning integrating cash flow, super, investment, tax, insurance and estate considerations into a single coordinated plan.
Superannuation strategy across employer funds, retail funds, and self-managed super funds, with contribution strategies, pension structuring and SMSF investment oversight.
Transition-to-retirement strategy, pension-phase income design, longevity planning and lifestyle modelling. The years you've worked for, planned properly.
Personal risk strategy covering life, total & permanent disability, critical illness and income protection, structured appropriately across super and self-ownership.
Investment strategy across traditional and alternative assets, with disciplined use of debt where appropriate. Gearing advice for growth, with risk discipline up front.
Coordinated estate planning, intergenerational wealth transfer, succession for business owners, and family-office-style governance frameworks.
Through Boston Global Group's investment-banking platform, Scott's wholesale and sophisticated clients receive curated exposure to private credit, real assets, infrastructure, pre-IPO opportunities and alternatives. These are institutional allocations unavailable through retail platforms or industry funds.
Click any asset class above to learn more about how Scott's clients access it.
A recent private equity allocation was immediately revalued at a 50% uplift to entry. The deal was sourced through Boston Global's institutional pipeline at terms unavailable on retail platforms.
A trophy retail real-asset position delivered a 9% day-one income yield to BGW clients, with multiple value-add catalysts not yet priced in to the acquisition.
Indicative outcomes from past BGW client allocations. Past performance is not a reliable indicator of future performance. Capital is at risk.
Boston Global Wealth gives back through both capital and time. As a proudly Australian firm with global reach, we actively support educational, medical-research and environmental initiatives. We believe enduring wealth is measured not only in returns, but in the positive change it enables.
Trust is the cornerstone of everything we do, built on ethical conduct, transparency and a relentless focus on client outcomes.
Highest ethical standard. Honesty in all dealings. Clear communication on fees, risks and strategy.
A trusted network strengthening ties between clients, communities and industry innovators.
Strong analytical team, built from decades of experience and robust models.
Through multiple economic cycles. Understanding market trends as they emerge.
Opportunities that deliver economic return alongside measurable community impact.
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