Sim Chan

GJ Private Wealth Pty Ltd

15 Yrs Experience
Sutherland, NSW 2232

Hi, I'm Sim, owner of Smarter Investment Management, and I help homeowners cut their mortgage in half while building a significant nest egg for retirement. I do this through my “The Equity Builder” Financial Plan delivered through our Financial Advice Practice in Sydney.

The Equity Builder Financial Plan is a specific and detailed plan that can help you pay off your mortgage sooner, use the equity in your home to purchase income-producing assets and reduce your tax all while ensuring that your lifestyle goals are being achieved now… So you don’t have to wait until retirement to enjoy yourself.

The Equity Builder Financial Plan has been responsible for helping many clients reduce their mortgage while building wealth for their future.

I want to share with you, especially professional women and women in business, how you can create a money stress-free life.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.88
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

GJ Private Wealth Pty Ltd

Suite 3, Level 1, 2-4 Merton Street
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706