Organise and prioritise your goals and make a clear plan of how to achieve them.
A great wealth plan should allow you time and options to do the things you love.
We help people take their complex financial lives and make them simpler.
Get your money management in a single place so you can stay organised and track progress in real time.
“We want to make sure we are taking advantage of all the opportunities available to us and that our financial framework supports our goals.”
“Our financial plan pulled everything together with a goal of balancing our lifestyle now with what we want to achieve in the future.”
Deep Wealth Founder & Financial Adviser Scott Paterson has worked in the finance industry for 10 years and loves helping professionals and small business owners grow their wealth.
Scott enjoys partnering with clients to foster deep relationships and provide strategic advice in a way that manages complexity and takes advantage of opportunities without being overwhelming or difficult to understand. We use a broad team of technical support staff and like-minded professionals to get the best financial outcomes for Deep Wealth members.
Scott loves spending time with his family in the outdoors where his phone doesn’t work and enjoying the occasional glass of whisky.