• Simon Devine

A coach for your money!




Holding an Advanced Diploma of Financial Services and with over 27 years in the financial services industry, with over 12 of those years working as a Financial Adviser, I have a wealth of experience in the industry.

AR no: 000461434
CAR no: 000449994
Financial Services Guide


  • Office 0477 772 877
  • Fax 07 3256 1144
  • Open Hours
  • 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 realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you're pretty 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 – all while taking care of the grunt work!

Professional experience

Holding an Advanced Diploma of Financial Services and with over 27 years in the financial services industry, with over 12 of those years working as a Financial Adviser, I have a wealth of experience in the industry.

My love of financial planning stems from being able to educate people on ways to make the most of their hard earned money, and building long term relationships with my clients to ensure their financial strategy changes with their everchanging lives.

I have experience across all areas of financial planning and have worked extensively with clients in the risk protection area. Married with two children, I understand the importance of making sure your family is protected from the unexpected.

I look forward to supporting the financial planning needs of my local community.


Professional qualifications

Advanced Diploma of Financial Services

Talk to me about:

  • Personal insurance

    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.

  • Retirement planning

    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.

  • Cashflow coaching

    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.

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!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


Latest news & tips


Contact us today.


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