About Us

Rebecca, as self-funded retirees, managing our portfolios well is critical to our financial as well as our emotional wellbeing. You have given us confidence in your advice through your professional and meticulous attention to detail and your willingness to listen to our concerns and to understand our wishes. When confronting an important decision, you gave us a complete written detailed cost/benefit analysis of each available option, while also taking into account our broader family considerations. This enabled us to make truly informed decisions. We feel trust in your professional judgments, something which becomes increasingly important as we continue to age. We would have no hesitation whatsoever in recommending your services to anyone needing financial advice.

Thank you so much for your hard work taking care of everything. I love how you take the time to listen to me, and how reassured and calm I feel because of you and your expertise. I always look forward to our meetings and would move into your office if you would give me a drawer! You really are a very special part of our family, which is fitting since you take such good care of mine. Thanks for everything you do, and for knowing everything you know! I can’t imagine a life without your guidance and expertise. When it comes to money, I make good choices but you’re the best decision I’ve made.

Bec began working with our mutual clients as they neared retirement and the exit of their successful family business. She considered their substantial property portfolio, and helped them decide whether to commit a portion of their wealth towards a significant project. She collaborated closely with us to ensure their complex intergenerational wealth goals were central to their retirement plans. I have no hesitation recommending Bec to anyone looking for a holistic financial adviser who puts the client first and works collaboratively with her clients and their team of professionals.

I worked alongside Rebecca Scarrabelotti with a mutual client who has a severe disability. Rebecca expertly assisted him with his overall financial situation, including international complexities and super. Rebecca not only attended to this in a professional manner, but also with the utmost care and understanding for a client with complex needs. She made our mutual client feel extremely respected and cared for, but also greatly helped me as his support worker. I could not recommend her services enough.