Sim Chan

Total Solutions Financial Services

4.90
4 Reviews
Bronze
13 Yrs Experience
Warana, QLD 4575

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • 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 Bronze
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financal Planning
  • Language spoken
    • English

Total Solutions Financial Services

256 Nicklin Way
Warana, QLD 4575

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Global Pacific Solutions Group Pty Ltd

AFSL 514164