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 4.90
  • 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

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"We have been a client of Simon for over 15 years. He has given us advice in a variety of investments including self managed super funds. Throughout the years Simon has always been available and able to give us advise for our requirements. We do not hesitate to recommend him to other private clients."

  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Simon’s for a number of years and have never regretted the decision to move my superannuation and insurance over to him. I have recently experienced some really challenging times and Simon’s understanding, advice and assistance has been greatly appreciated. Simon has a great understanding of financial markets and investments and is able to provide relevant and easy to understand advice. I would recommend him to anyone!"

  • Superannuation
  • Insurance Protection
  • Financial Hardship
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simon is able to provide investment options and advice in a timely manner with strong research backing and in every day language that the mum and dad investors can understand. Simon always returns call and follows up on the agreed strategies and actions. I have no hesitation in recommending Simon and the Arrow team to family and friends."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thank you for giving me the opportunity to make a commendation on my 4 years of dealing with Arrow Private wealth and directly with Simon Lewis. My two sisters and myself were encouraged by our accountant to invest our father's substantial wealth wisely. Although very frail and in significant cognitive decline he is still surviving. Therefore it was seen as very important to manage his wealth for all beneficiaries. He has contacted the family regularly to keep us informed of any changes to the portfolio. Just as importantly for us as a family he has always been very willing and ready to respond to any queries, and to clarify reasons for any changes to our investments. Given the challenges we are facing with Covid 19 the investment is still increasing although at a reduced rate from the initial prediction, which we believe reflects sound advice."

  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon is highly competent and authentic. He Listens and tailors advice to suit our situation."

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has great advice, understanding and is fantastic to work with. Our family has been working with Simon for years. I am happy to recommend."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon's advice and guidance has been invaluable over the past 5 years. Since selling my business my investments have been targeted at growth whilst being safe and offering returns that had enabled me to enjoy semi-retirement at aged 50. Simon is always available to discuss any concerns and has always been able to put my mind at rest over matters concerning my investments. The whole team at Arrow are fantastic to deal with, very caring and able to explain things in a way that even I can understand. I would highly recommend Simon and his colleagues to any potential or prospective investors that are looking for that personal approach."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2007

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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