Meet The Team
Wence Peraza
Bachelor of Science (International Business and Finance)
Diploma & Advanced Diploma of Financial Planning
Masters of International Business
SMSF Specialisation
Wence has over 12 years of experience as a financial advisor, specialising trusts to help his clients protect their assets. In addition, he is a casual academic teacher of post graduate at UNSW, in the fields of management and leadership.
He holds both a Diploma and Advanced Diploma of Financial Planning, as well as an SMSF specialisation from the University of Adelaide.
Wence prefers to work with professionals, business owners and wealthy families to build a comprehensive financial strategy that covers Superannuation, life insurance, tax minimisation strategies, building assets including property and asset protection. He then adjusts the strategy as your life and financial situation changes.
Wence earned his Bachelor's degree in Science from Georgetown College and went on to work for leading corporations such as Procter and Gamble, where he managed portfolios for major clients including Walmart, CVS Pharmacy, and Kmart. He further enhanced his financial knowledge by obtaining a Master's degree in International Business from the prestigious Sydney Business School. With a wealth of experience in senior financial positions, including with Credit Repair Australia and Wedan Consulting, Wence has a proven track record of helping high-net-worth individuals achieve their financial goals. Wence is also a keen soccer and baseball player, regularly participating in local clubs in the Illawarra.
Scott Goold
Bachelor of Science (Environmental Science)
Diploma Financial Planning
Graduate Diploma of Applied Finance and Investment
Graduate Certificate in Business Administration
Scott is a seasoned professional with 12 years of experience in the financial markets and a further 10 years in the financial planning industry. He holds both a Diploma of Financial Planning, as well as a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Scott specialises in working with professionals, business owners and tradies to create a personalised financial strategy so that their Super is working for them. This includes investing Super, Income Protection utilising Super and, working with Wence to put in place smart tax minimisation and asset protection strategies.
Scott earned his Bachelor's degree in Science from Sydney University and a Grad Cert in Business Administration from AGSM. He has worked at Citibank and Zebra in Finance and has been a Derivatives Dealer and Trading at leading Investment Firms. He also build an investment brokerage and education startup before moving into the financial advice industry in 2014 with a paraplanning business and was involved in creating a financial advice startup for young professionals. He also became interested in Bitcoin, investing in 2015. Scott is a keen surfer and played rugby whilst at University.