Scott Middleton Email and Phone Number

My goal is to provide you with the information you need to become financially independent and secure. I build holistic financial planning solutions for your future, from business succession planning, retirement and estate planning, personal budgeting, personal insurance broking, income protection and asset management.Servicing Sydney, Wollongong and the South Coast of NSW, the team at Middleton Financial Planning has more than 35 combined years of experience in financial planning. With that depth of knowledge we are well positioned to answer all of your questions and pride ourselves on being able to communicate in terms you can relate to and understand.As more Australians take increased responsibility for their financial future, having a qualified and experienced financial planner to guide you, who is fully compliant, trustworthy and ethical, is critical to the success of wealth creation strategies.My clients typically face the following issues:• Managing their personal cash flow• Accumulating sufficient capital to fund retirement goals• Funding appropriate levels of personal insurance• Servicing household debt whilst maintaining lifestyle and holding adequate cash reserve to meet emergency or redundancy/employment risk• Cost of living impacting on household budget and detracting from achieving lifestyle goalsI provide thoughtful, innovative solutions that take into account your personal circumstances and goals, and that are risk adverse, flexible and highly personalised. I have experience in investment, superannuation and retirement options, life insurance and succession planning.I am a father to two young children, an active supporter of children’s charities and an avid sports enthusiast.