I help clients achieve their goals, by developing strategies and structures that inform intelligent investment decisions. Our rigorous process and detailed research ensures everything happens for a reason… but building close relationships with clients, is what gives me the most satisfaction. Ultimately, I provide greater certainty to clients. Certainty that they will achieve the things they want and focus on what’s important to them. Being able to offer individual attention to each client so their needs are met fuels my energy, and underscores the technical framework of financial advice.
Simon has been a reliable strategic guide on growing and maintaining my wealth across the areas of superannuation and self-managed, ASX listed securities and managed funds, small business decisions and estate planning. I find he's able to distill complex matters into easy digested language so I feel confident at all times that I've optimised my situation. He always responds quickly when needed and often anticipates by raising matters before I realise they may affect me.
I can highly recommend Simon and the team at Wotherspoon Wealth for providing independent financial advice that is easy to understand. Great service, reporting and attention to detail.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2010
- Years of experience 13
- Graduate Certificate in Financial Planning
- Graduate Diploma of Applied Finance
- Certified Financial Planner (CFP)
Perks Wealth ManagementLevel 8, 81 Flinders St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
Perks Wealth Management