We are about to be part of the most significant intergenerational transfer of wealth in Australian history – $3.5 trillion over the next twenty years and most are not prepared for this.

Scott developed the idea for SAN from his original Financial Advice clients who wanted more than just ‘advice on their finances’. They wanted direction and they wanted all of their issues being attended to and controlled by one group/person. In the past Advisers have promoted and sold from their swim lane but often they have played this Professional Friend role with neither party fully aware and for no specific reward.  So too Advisers have done a poor job on the whole demonstrating to clients that they have the skills and capabilities to create and take Individuals and Families on the ‘holistic’ journey.

The SAN program provides Advisers with the tools, skills and capabilities to broaden the conversation with Individuals and Families and to create a plan to deliver the client’s vision with the highest degree of probability and the lowest amount of risk.

Future Clients want their SAN Adviser to know how to think about all their problems,  construct a lifetime plan and drive them, the family and the business from ‘Chaos to Greatness’.