The best part of my job is getting to know my clients, understanding their unique wants and needs, then working together to make their finances easy.
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.
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.
'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.'
I highly value Simon's friendly, considered financial advice, knowledge and experience about my Allocated Pension Account and a share portfolio external to this, as well as general retirement questions. He is always easily contactable by phone and readily available for in-person meetings when required.
I engaged Simon to assist in reviewing my financial position. He provided advice regarding my SMSF, share portfolio, mortgage, insurances in a manner which I was able to understand (which included drawing pictures for me). While I had a very rough idea of how everything was operating, Simon has been able to simply and consolidate things for me to ensure everything is streamlined. He has also been super helpful in following me up , assisting me in completing forms which I had previously put in the too-hard basket and making life easier for my accountant at tax time!
- Adviser status Platinum
- Number of reviews 20
- First year providing advice 2007
- Years of experience 16
- Master of Applied Finance
WealthyerThe Workery, Level 1, 6 Riddell Parade
Elsternwick, VIC 3185
- 9:00am – 5:00pm Monday – Friday
Wealthyer Advice Assurance Pty Ltd