Simon Scallan – Senior Financial Adviser 
Financial planning isn’t just my profession—it’s in my blood. Growing up in a family business focused on financial planning in South Africa, I saw firsthand how the right financial guidance can transform lives. From an early age, I understood that financial security isn’t just about numbers—it’s about people, their dreams, and the peace of mind that comes with a well-structured plan.
With over 30 years of experience in financial services, I have been a licensed Financial Planner since 2004. For 16 years, I owned and managed my own successful practice before joining Acquira Wealth Partners as a Senior Adviser in January 2025. My journey has been shaped by a deep passion for helping individuals and businesses navigate financial complexities, empowering them to make informed decisions about their future.
Beyond personal financial planning, I have extensive experience in acquisitions, mergers, and exit strategies. Working closely with small to medium enterprises, I’ve developed a strong understanding of the challenges and opportunities business owners face. Whether it’s structuring a business sale, facilitating a merger, or planning an exit strategy, I take pride in providing solutions that deliver certainty and confidence.
My approach to financial planning is guided by two core principles:
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“If you fail to plan, you plan to fail.” Even the smallest savings plan today can grow into something significant with time and discipline.
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“You can choose discipline, or you can choose regret—the choice is yours.” Achieving financial security often requires short-term sacrifices, but the rewards of a well-thought-out plan are invaluable.
As an adviser, I believe that trust, integrity, and active listening are the foundations of great financial guidance. I never take for granted the privilege of helping people achieve their goals—whether that’s a secure retirement, financial independence, or the ability to enjoy life without financial stress.
Outside of my professional life, I’m a proud parent of four children. I lead an active lifestyle and enjoy sports, travel, and hiking in the hinterland, where I find inspiration and balance. Personally, my goal is to set an example for my children—to instil in them a sense of purpose, a willingness to contribute, and the drive to be part of something greater than themselves.
Professionally, my commitment is to build my reputation at Acquira Wealth Partners as a trusted financial adviser Gold Coast, consistently delivering value to my clients and colleagues. Trust is earned over time, and I strive each day to uphold the highest standards of financial service.
At the heart of my work is the belief that financial certainty isn’t just about having a plan—it’s about having a plan that works for you. My mission is to ensure that my clients move forward with confidence, knowing they have a trusted partner alongside them on their financial journey.
