Who Is Scion Private Wealth?

Money That Moves

At Scion Private Wealth, we believe in building lasting relationships and providing tailored financial solutions. We understand that your financial life is unique, and your goals deserve personalised attention. Whether you're a high-net-worth individual seeking to protect your legacy, a family planning for generations to come, a dedicated medical professional navigating a complex financial landscape, or a not-for-profit organisation striving to make a lasting impact, we're here to guide you.

Our approach begins with a deep understanding of your aspirations, values, and concerns. From there, we craft a strategy designed to bring you financial security and peace of mind.

Jaxon King (MFinPlan)

Managing Director – Private Wealth Adviser

AR Number 435782

Jaxon brings 20 years of experience in Superannuation, investment and financial planning. He has a deep understanding of the unique needs of high-net-worth individuals and families to his role as a Private Wealth Advisor. With a focus on intergenerational wealth transfer, estate planning and personalised financial strategies, Jaxon guides his clients towards achieving their long-term financial objectives. He has a strong track record of building lasting relationships based on trust, transparency and a shared commitment to client success. In his free time, Jaxon enjoys spending time with his family, exploring the outdoors and indulging in his passion for cooking.

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Jaxon King managing director of Scion Private Wealth a financial planner and private wealt

Clare Pace

Client Service Manager

Clare has a diverse background in health and aged care, and has spent the last 14 years working in the finance industry. She values being of service in her work and brings a wealth of experience to her role as a Client Services Manager. Outside of work, Clare enjoys spending time with her two fur babies, Indie and Maggie. She also loves music, dancing, spending time in nature, socialising with friends and family, and exploring new culinary experiences.

Our 5 Step Process To Building Your Financial Future

At Scion Private Wealth, we believe in a collaborative and personalised approach to wealth management. Here's how we work with you to achieve your financial goals:

1. Foundation Meeting: Getting To Know You

Our first meeting is all about understanding you. We'll take the time to listen to your story, learn about your aspirations, and identify any challenges you're facing. This is an opportunity for us to get to know each other and build the foundation for a strong, long-term partnership.

2. Deep Dive: Gathering the Details

Once we have a good understanding of your goals, we'll delve deeper into your current financial situation. This includes reviewing your existing financial structures, investments, and any other relevant information. This step ensures we have a complete picture and can provide the most effective advice.

3. Tailored Strategies: Crafting Your Plan

With a comprehensive understanding of your needs and circumstances, our team of experts will develop a personalised financial strategy. We'll leverage our knowledge and experience to create a plan that aligns with your goals and helps you achieve financial security.

4. Implementation: Putting Your Plan into Action

Once you're comfortable with the proposed strategy, we'll guide you through the implementation process. This may involve investment management, estate planning, retirement planning, or other financial solutions tailored to your specific needs.

5. Partnership: Guiding You Through Life's Changes

Our commitment to you extends beyond the initial plan. We'll be there for you through life's transitions, providing ongoing reviews, education and updates on new opportunities. We'll also proactively monitor your situation and any legislative changes that may affect you, ensuring your financial plan remains relevant and optimised.

Let’s Work Together

Get in touch so we can start working together.