Certified Financial Planner Malcolm Simpson is a highly focused senior adviser with more than 13 years’ financial services experience gained in the UK and Australia, including five years in Adelaide providing financial advice.
Monday - Friday: 9:00am - 5:00pm
After hours by appointment
Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too.
I can work with you to help you make the most of your situation and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you’re financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money!
I am a highly focused Senior Adviser with 15 years financial services experience gained in the UK and Australia. Since 2008 I have been providing financial advice to a wide range of clients in Adelaide. My passion for providing the very best advice fueled me to continue my development and in 2012 I received the Certified Financial Planner (CFP) designation, the industry's most prestigious professional qualification.
Originally from Scotland, I moved to Australia with my South Australian wife so we could enjoy the incredible family lifestyle with our two young children. Working in Glenelg and living in North Brighton, I am very fortunate to be part of Adelaide's premier coastal community.
My strengths lie in helping people identify their goals, developing their personalised strategy and keeping everything on track. I enjoy guiding and coaching my clients, always being there for the big decisions, helping to protect their family and lifestyle and ultimately make the most of their situation.
Graduate Diploma of Financial Planning
Bachelor of Commerce (Hnrs)
CERTIFIED FINANCIAL PLANNER®
Financial Planning Association
Talk to me about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
"Malcolm listened to our concerns and was able to put together a plan for us which clearly addressed our individual needs. It was apparent from our plan and meetings with Malcolm that he is an excellent listener and that he understood our goals and objectives. Malcolm's expertise made us feel very confident. We will definitely recommend Malcolm to our friends and family."
Isaac Karschimkus - Financial Planning
"Malcolm has been invaluable in completely reviewing our finances and restructuring our superannuation. He advised us on issues we weren't even aware of to gain the maximum advantage for every dollar, and is now doing the same for our other investments. Malcolm's attention to detail, depth of financial knowledge and the results we've seen so far give us complete confidence in his advice. A very genuine and approachable bloke and we shall continue to use and recommend his services for the foreseeable future."
Leigh Cohen and Belinda Spry - Financial Planning
Kurralta Park, SA
"My partner and I were dissatisfied with our previous advisers management of our financial affairs. Malcolm was recommended to me from one of his existing clients so we gave him the opportunity to review our superannuation situation and see what he recommended. Malcolm completely restructured and reorganised both our superannuation plans and we haven't looked back - our investment returns have outperformed our previous advisers beyond expectations and we've found Malcolm to be professional and pro-active in managing our funds ever since. We have complete confidence in him and he's given us peace of mind allowing us to get on with our lives and not worry about our future. We have recommended him to several of our friends as a result. "
Kevin - Financial Planning
"I came to see Malcolm to see how I could best protect myself and my family, prepare for my retirement, plan for my family's future and grow my wealth.
Malcolm is an excellent listener and was able to use his wealth of knowledge and experience to provide clear advice and recommendations in respect of the above.
I am very happy with the service I received and have already referred friends to Malcolm."
DP - Financial Planning
Colonel Light Gardens, SA
"Extremely satisfied, I know dealing with you Malcolm that there is going to be a positive outcome."
Mark Sires - Financial Planning
Somerton Park, SA
"Malcolm combines an in-depth knowledge of the financial sector with A-grade customer service. His advice and assistance have been, and continue to be, invaluable."
SS - Financial Planning
Sheidow Park, SA
"I fully entrust Malcolm to look after my investment and guide me through a journey to better wealth."
J Dodson - Financial Planning
Bellevue Heights, SA
"Malcolm was proactive and responsive during the past year to ensure my goals were on track."
MO - Financial Planning
West Beach, SA
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!