Dale Scally

Dale Scally is a Director and Executive Adviser at Advocate Private Wealth. He focuses on helping corporate executives and senior management of large businesses become financially organized so they can build up meaningful family wealth.

Together with the Advocate team Dale helps successful families address their five biggest concerns: preserving and growing their wealth; protecting themselves and their assets in the event of the unforeseen; managing their tax position; taking care of their heirs and; philanthropic endeavours.

Dale has 16 years of experience dealing with the financial challenges of Australian families; he has used this time to gain a deep understanding of what works regarding personal financial management. He uses a consultative process to gain a detailed understanding of his clients’ values, goals and preferences. He then employs customized recommendations designed to address each client’s unique needs and goals in all areas of their financial life.

Successful individuals and families work with Dale to:
- Develop and implement a comprehensive wealth management plan to help them achieve all that is important to them.
- Make smarter decisions with their money and account for economic, legislative and personal change over time.
- Obtain an independent second opinion from a top financial adviser in their community.

Dale offers a complimentary second opinion service for suitable individuals and families interested in gaining an understanding of where their current financial plan is taking them and if there are any gaps in their financial situation, or opportunities that they are not taking advantage of. This takes the form of a one hour consultation after a brief telephone interview. Please email Dale if you would like more information on this service.