I am passionate about helping my clients maximise their financial position by making smart choices with their money.
My focus is to provide meaningful financial advice that changes lives for the better.
Knowing that financial planning has a demonstrable positive impact on individuals and families, through a clear and direct approach to simplify the complex, my clients have the peace of mind that their financial aspirations can be accomplished each and every day.
Simon is always willing to help with any query I may have and gets back to me quickly with information. He’s very patient with an old lady who has little understanding of investing and the stock market.
From the first time I met Simon he was amazing... understanding my issues and then working through them with me for the best outcome. Communication with Simon is easy and return emails always received in a timely manner.
We have had only limited contact with Simon however, he appears to be cast in the same mould as Nerida. Good advice and attention to detail. We would recommend Simons' advice to any prospective client.
Simon is always available to help us with advice, which makes us feel at ease. My husband and I are very pleased with our portfolio.
Simon is a fantastic adviser. It feels that he remembers our family situation and takes the time to relate to us as people and not just finances. He has helped us focus on our financial goals and reminds us why we are working so hard to meet them. He also provides good general advice to our questions, even if they aren't necessarily within his scope of works. My husband gets off the zoom calls and continually says 'the calls with Simon are great, as I feel like I'm doing the right things with our money and it's a bit of an ego boost as well.' I also feel as if I can trust Simon. I look forward to purchasing our house and sending him our 'housewarming' card, as I feel like he has had a massive impact on our ability to save and purchase our home.
- Adviser status Platinum
- Number of reviews 42
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
Scion AdviceSuite 1, 64 North St
Nowra, NSW 2541
Oreana Financial Services Pty Ltd