Sim Chan

GJ Private Wealth Pty Ltd

Silver

15 Yrs Experience

Sutherland, NSW 2232

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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

4.75 January 2019

Sim provides friendly, clearly set out advice on all topics that we have worked through. She responds to information requests quickly and provides an accurate answer, having clearly understood that question. She is great to deal with and has taken a great deal of stress out of my life.

4.75 January 2019

Sim provide advises on the area of financial planning i'm lacking in my current situation. She managed to provide good explanation on why i need additional insurances for family and also what strategy i should focus on for my supers. She also suggest other areas i should focus next so i can have a balance financial planning portfolio. I'm confident the strategy she recommended will secure my family needs and i'm looking forward to work with her in the future to ensure i have a balance portfolio.

5.00 January 2019

Sim has been supportive, patient, concise and directed me to the best insurance to meet my needs. Sim was clear in her intent to support me and her service and advice was certainly appreciated. I feel confident that I've got the right cover and know Sim is available when I need.

5.00 February 2017

I am super happy knowing I can call on the expertise of Sim when ever (have questions and she reminds me of the annual review. Sim clear.y explains the complexity of things so I am confident in my choices.

Adviser status Silver
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

9:00am – 5:00pm Monday – Friday

Amp Financial Planning Pty Ltd

AFSL 232706

Sim Chan

GJ Private Wealth Pty Ltd

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GJ Private Wealth Pty Ltd

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Amp Financial Planning Pty Ltd