FINANCIAL ADVISOR

Financial freedom
to live the life you want

What sort of future do you want?

Being wealthy is more than just being financially well off. It’s about having a rich life filled with things you’re passionate about and surrounding yourself with the people you love. Our strategic financial adviser creates a pathway to build your wealth and give you the freedom to live your life the way you want.

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Personal financial planning

We’re financial planners who take the time to get to know you, gaining an in-depth understanding of your goals, aspirations, history, values and appetite for risk. This holistic view of your life helps us recommend and discuss different pathways before we develop a strategy that’s right for you.

We’ll help you get there

We listen to your goals to create a tailored financial plan that meets your individual needs and aspirations. We ensure you are well informed to make confident financial decisions and offer guidance through each stage of life as your needs and dreams change.

Finances

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Goals

Financial advice for any stage of your life

We understand your long-term interests and aspirations

Your financial plan is holistic, unique and made for you

Our financial advice is unbiased
 

We provide projections before you make decisions

What our clients say

Sally

Under 35 years old

“I was a new client of Simons and was looking for advice on insurance products. Simon was very knowledgeable and explained everything in a clear and easy to understand way. He ensured the whole process was very smooth and happened in a timely fashion. Highly recommend Simon. “

08 Jun 2021

David

35 - 45 years old

“Simon gave us advice on insurance products to protect both myself and my wife going forward. He was patient, attentive and explained everything in great detail. I couldn’t recommend him more highly if you were looking for financial or insurance advice.”

08 Jun 2021

James

35 - 45 years old

“Simon has given me advice in areas including super funds and managing my personal insurance. Simon was usually able to explain things to me in a clear way. Through Simon’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Simon’s full care and attention when I needed it.”

14 Jan 2021

Discover ways to reach the future you want

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Budgeting for the costs of having a baby
How will switching careers affect your finances

Start the journey towards the future you want