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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.
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 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.
We understand your long-term interests and aspirations
Your financial plan is holistic, unique and made for you
We provide projections before you make decisions
“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
“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
“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
Corporate Authorised Representative No: 1275864 of Wealthyer Advice Assurance Pty Ltd
ABN: 92 663 398 365 AFSL No: 544 785