Simon Briggs

Simon was recommended by my father &, after meeting him, I could immediately understand why. Apart from being fully on top of financial matters in a way I could never hope to match, he has my complete trust. And that is probably most important of all when it comes to managing money. He has deftly steered us through rapidly changing life circumstances & is able to explain complex financial matters to even the fiscally illiterate. Recommended unconditionally.

It has been an absolute pleasure working with Simon over the past years. We both rely on his astute financial advice and guidance with all maters relating to our family's wealth creation plans and ongoing financial management. He has become a good friend of the family and we look forward to a long and successful association in the future.

Simon has been our advisor since approx. 2008 During the start of the GFC I cashed out my super from a nominated fund to a SMSF. I had met and dealt with Simon in prior roles as a president of an organisation and later as a Trustee. Simon went above and beyond what we expected to explain things to our members at the club AGM,s. I have found Simon has done the same thing for me with my fund Assisting with understanding what we need to do to manage our assets including property we own and intended to sell and invest into the fund. I have recommended Simon to a number of my Colleges and would not hesitate to recommend him to anyone that was looking for an investment advisor.

I am very confident in taking Simone suggestions and advice.