Simon Lewis

Arrow Private Wealth

Gold
15 Yrs Experience
Ivanhoe East, VIC 3079

I like to describe what I do as more of a vocation than a job where I help people understand personal finance better, enabling them to form decisions that make their and their families lives a higher quality. I am committed to guiding my clients through difficult times, ensuring that they have strong foundations in place to deal with life’s events. I work with my clients to help them achieve their investment goals in a manner that not only benefits them personally but also enables their investment decisions to have a positive impact on others and leaves the world in a better place.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Arrow Private Wealth

216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276