0477 772 877
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, call us today on 3886 3881 to arrange a meeting with our expert.
We 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!
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, Simon has a wealth of experience in the industry.
His 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 our clients to ensure their financial strategy changes with their everchanging lives.
Sims have experience across all areas of financial planning and have worked extensively with clients in the risk protection area. Married with two children, he understands the importance of making sure your family is protected from the unexpected.
We look forward to supporting the financial planning needs of our local community.
Advanced Diploma of Financial Services
Nobody wants to think about insurance until they actually need it… but by then it could be too late. Simon will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Simon 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.
Super may be designed for retirement, but it’s your money and you have complete control over it today. We’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.