About us
A family-owned advisory helping individuals and families navigate financial complexity with clarity, confidence and care.
Our Story
Transition Wealth was built on the belief that financial advice should feel personal, steady and genuinely aligned to the people it supports. As a family-owned advisory, we focus on building long-term relationships and helping individuals, couples and families navigate important financial decisions with greater clarity and confidence.
Our approach is grounded in evidence-based advice, structured thinking and practical guidance tailored to each client’s circumstances. Whether planning for retirement, managing growing financial complexity, supporting multiple generations, or preparing for later-life transitions, we help simplify the process and provide reassurance through every stage of life.
Our Values
Our values shape the way we advise, communicate and build long-term relationships with the individuals and families we support.
Integrity
We do what’s right for our clients and stand behind every decision we make.
Proven expertise
Our advice is shaped by decades of experience, perspective and disciplined thinking.
Client Experience
We deliver clear communication, structured guidance and relationships that feel personal, not transactional.
Sustainability
We build long-term strategies designed to support lasting financial wellbeing across generations.
Independence
Our advice is independent and guided solely by our clients’ best interests.
Clarity
We simplify complexity and communicate openly so clients feel informed and confident in every decision.
Our Team
Scott Hammond
Director & Financial Adviser
MFinPlan, CFP®, CRPC®, ABFP, JP
Scott founded Transition Wealth to bring clarity and confidence to the financial decisions that shape families across generations. With more than two decades advising individuals, couples, and multigenerational households, he combines evidence-based thinking with considered judgment and a steady hand through change. He believes the best advice is built on trust, designed to endure, and tailored to the life it serves.
Flora Chung
Client Service Manager
Flora is the calm and capable point of contact for our clients. With more than fifteen years across some of Australia’s most respected wealth and advisory firms, she brings the experience, discipline, and warmth to ensure every interaction with Transition Wealth feels considered and on time. She is committed to making the client experience feel as seamless as the advice itself.
Dharsh Williams
Client Service & Workflow
Dharsh is the steady hand behind the detail. She works closely with our advice and implementation teams to make sure every recommendation moves cleanly from conversation to action — checking, coordinating, and following through so nothing falls between the cracks. Her care for clients shows in the quality of the work she delivers.
Karen Svenne
Client Service & Implementation
Karen has been at the heart of Transition Wealth for many years, supporting clients through implementation, administration, and the everyday detail that keeps an advisory relationship running smoothly. She brings warmth, precision, and a deep understanding of how each client likes to be cared for. Clients know they’re in good hands the moment Karen picks up the phone.
Grace Hammond
Corporate Accountant
Grace oversees the financial operations of Transition Wealth, bringing a considered and organised approach to the day-to-day management of the business. With strong financial acumen and a keen eye for detail, she helps ensure the business operates efficiently and remains well positioned to support the team and its clients.
Start the Conversation
Start the conversation with our team to understand how personalised advice can bring clarity, structure and confidence to the financial decisions shaping your future.
