“Mission - RETIREMENT”
Simon has been very helpful in advising my wife and I on the investment strategies required to ensure our pension fund is both supportive and sustainable during our retirement years. We value his advice as well as his good humour!
Simon has helped us feel confident about the next chapter in our lives. He has had our interests at the centre of all decisions especially as I neared retirement and at a time when the world is in turmoil. Simon has explained clearly why certain decisions for investment are made. His enthusiasm for me reaching retirement has given us both confidence and understanding how this stage will be managed to make sure we live comfortably and know we can adjust things according to our situation. We would recommend Simon and Treehouse Financial Planning team who work together to keep abreast of changes in investments and support each other.
Simon's advice is always clear, and he ensures I am aware of my situation and assists me at any time. Am very very happy with Treehouse Financial Planning. Lesleyann Fairbrother
Simon is always generous with his time, explains things in an uncomplicated easy to understand manner and has genuine concern for his clients. He is a most diligent, reliable, honest, knowledgeable and experienced professional who I highly recommend.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 2004
- Years of experience 19
- Master of Business Administration
Treehouse Financial PlanningUnit 2, 148 Greenhill Road
Parkside, SA 5063 Shop 51, 11 Hutchinson Street
Mount Barker, SA 5251
- 8:00am – 6:00pm Monday – Friday
Amp Financial Planning Pty Ltd