Trusted Advice From Experienced Professionals
Transition Wealth is a family owned business. There are no institutional shareholders which means no sales targets or product manufacturers calling the shots regarding which products are favoured. Not only does this lead to a great client experience, but it means you partner with someone who can help you critically assess the pros and cons of your ever-evolving choices and chart a course that truly suits you.
Scott’s career in financial services spans more than 20 years. He has developed a rich knowledge of the industry during this time, working across small, medium and large advice firms including ipac Securities. He was also responsible for establishing and growing two of these businesses.
With a strong passion for collaboration and teamwork, moving into private practice and founding Transition Wealth was the logical next step for Scott. He genuinely enjoys being able to assess issues from a high-level perspective so that his clients are focused only on the things that are important. (He doesn’t believe in wasting time worrying and doesn’t want his clients to either!)
Scott also enjoys assembling a team of the right people to solve complicated problems. It’s an ethos that is integral to Transition Wealth and has seen the business grow from strength to strength since its foundation. It’s also the reason Scott convinced his wife, Grace, with her background in accounting, to be part of the Transition Wealth journey.
Scott’s many long-term, loyal clients trust him for advice relating to retirement planning, superannuation and investments, and wealth protection incorporating the various forms of life insurance.
Scott Hammond is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Grace has a background in financial accounting across both smaller businesses and larger corporate companies including almost a decade spent working at Optus.
Grace is responsible for the operational side of Transition Wealth and it’s her keen eye for detail that ensures everything runs smoothly.
Not surprisingly, Grace is passionate about being thorough. It’s this approach that drives Grace to understand a business at all levels. Not only does she seek to view a business from the top down, she then applies this knowledge to ensure a business makes sense from the ground up.
Grace is fluent in English and Mandarin.
Outside of work, Grace and Scott enjoy life in Sydney’s leafy Northern suburbs with their two children.
Simson brings over a decade of financial services industry expertise to Transition Wealth and is a valuable member of our team for his ability to listen and his attention to detail. Simson has worked across both boutique and large organisations in operational and technical roles, most recently in an advisory role with BT Financial Group (a division of Westpac Banking Corporation).
Simson is passionate about making a difference in people’s lives. He seeks to achieve this by partnering with his clients in a collaborative way to assist them enhance their financial literacy. Simson’s clients value him for his considered approach based on his extensive experience in the provision and delivery of advice.
Simson is also multilingual and worlcs with clients from a wide range of backgrounds. He is fluent in English, Cantonese, Mandarin and Indonesian.
Simson is a member of the Financial Planning Association (FPA).
Simson Jingga is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Andrew brings more than 30 years experience to Transition Wealth. He began his career in investment banking and has held various senior executive roles within the industry, which included (Global) Treasurer for Rabobank Bank International and ALCO member of Rabobank Nederland, based in London.
A desire to focus on the more personal side of the industry – and appreciating the importance of family – led him to financial planning in 2003. Since then, numerous clients have benefited from his expertise in investment management.
Andrew is a natural fit with the Transition Wealth team as he cares deeply about client well-being. After his own family experienced difficult financial circumstances when he was a child, Andrew is driven to help clients protect and grow their wealth by applying a unique risk management approach.
Andrew holds a Bachelor of Economics, a Graduate Diploma of Financial Planning, and has a love of musicals, golf and spending time with his family.