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.
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.
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!
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.
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.
Simon is highly competent and authentic. He Listens and tailors advice to suit our situation.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2007
- Years of experience 15
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
Arrow Private Wealth216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079
- 8:00am – 5:00pm Monday – Friday
Paragem Pty Ltd