Simon Shepherd

Greg

"Simon is quite a unique Financial Adviser . He has worked as a sales trader at the forefront of the finance world ie with investment banks and in 3 of the main financial cities/hubs in the world . This brings a pedigree that I believe cant be matched within the Adviser world - why? because he has seen it all, he has advised on it, he has acted on it in the fast paced world of hedge funds and investment banks. It is this knowledge and experience he then uses in the Financial Advisory sphere to deliver products and advice with clarity, confidence & knowledge - he has seen it all"

Daniel

"Many years ago I was actively searching for a financial adviser I could trust, and failed to do so a few times. Luckily somebody introduced me to Simon at a concert and I was immediately impressed by his financial knowledge and ability to give advice that was similar to my own albeit less experienced view. On at least two occasions, Simon's thinking outside of the box has solved complex problems and saved me and my family quite a lot of $$$"

Simon's response
“Thanks Daniel - it's great working with you and working together on smart ideas and solutions. I'm also very pleased to have also been able to work with your late Father and that you have also referred your two children to me - they are off to a great start. "
08 Feb 2019

Sadie

"I have worked with Simon now for many years to plan and manage my superannuation and retirement finances. He has always given me good advice and he explains things to me clearly. I like the way he applies his knowledge and research to planning the best strategy for me. I now have finances organised in such a way that I have good cash flow and yet am still eligible for a part aged pension. I feel confident that I will have the money I need to see me through my retirement years."

Ann

"Simon has been our Financial Adviser for nearly 10 years. During that time he has successfully advised us on our investments, pensions and achievement of our lifestyle goals. He is very well informed but, more importantly, he is honest, caring and understands us completely in terms of how we think, and how to achieve the standard of living which we enjoy. He is a shining beacon in a world which has been seriously tarnished by greed and we are lucky to have found him to guide us through these important retirement years."

Judith

"I first met with Chris Shepherd when I was widowed over twenty years ago and she started the process of informing me about my options and the best way to handle my finances. Simon has continued this guidance and gives me clear information and suggestions for future plans, often mentioning things I hadn't even thought about, so our meetings are always very refreshing and informative."

Simon's response
“Thanks Judith - I'm proud to be involved in a seamless service transition from Chris. My aim is to continually support you in your financial and life plans in the most beneficial way possible, including thinking creatively about any issue or opportunity. "
15 Nov 2018

Hal

"Diana and Hal Chris laid the foundations for our investments and Simon has continued to manage our affairs in a professional manner.We have full confidence in the recommendations and advice which has been given in an efficient and friendly manner. "

Simon's response
“Thanks Hal - it's been a pleasure taking over the service from Chris and maintaining our practice's advice relationship with you both, spanning multiple decades. "
15 Nov 2018

Adelina

"Simon is extremely knowledgeable and professional. I have the utmost confidence that my financial affairs are being dealt with and this gives me peace of mind. Most people think they can do it themselves, but unless you have the time, experience and knowledge, you are doing yourself an injustice by not seeking professional financial help. "

Peter

"Simon has been my adviser for many years. He understands my needs and attitude to investment. He is always direct in his approach and will explain anything that I am unclear about. Through his advice I was protected from the worst of the last GFC. He forewarned me that it was very likely and acted to protect my small investment. "

Andrew

"A few years back my wife and I decided to do something about our superannuation. We were part of a number of super schemes and really had no idea about investing or making the best of these investments. We were lucky enough to be introduced to Simon around that time and since then we have seen our superannuation go from strength to strength. We are extremely happy with Simon's advice in regards investment strategies and our super has grown far more than if we were to have just maintained the status quo. Not only does Simon keep us well informed about our investments he takes a genuine interest in our family which is not often the case these days. I have no hesitation in recommending Simon to you. If you don't do anything with your super it's really worth a look."

Simon's response
“Hi Andrew, I appreciate the sentiment. It's great to see families like yours engaged with super and working closely with their adviser - the results speak for themselves. "
08 Oct 2018

Eva

"Simon provided very useful information for me, not just for my business needs. He had taken me step-by-step through the recommended investment portfolio. Being by myself, I felt I needed extra security for my unit. He assisted me to understand my own financial issues, carefully considering the risks of higher returns. Here are his very strong ethical traits: very responsible and knowledgeable professional, very trustworthy, friendly, easy to deal with...he acts in the best interest of the client. He has saved me a lot of money, with no hidden fees. He was a pleasure to do business with. I am extremely happy with his service, I would recommend him to anyone for advice."

Simon's response
“Hi Eva, thanks for the descriptive and detailed feedback. I'm happy to have been such a useful support and resource on what's been a new experience for you. "
13 Sep 2018

Rod

"My wife & I have had Simon as my Financial Adviser for in excess of a decade. He is highly personable; most attentive; possesses empathy; and has a knowledge that we fully trust and follow. He initiates advice & counsel that is well researched and specifically suits our needs. Rod 3227 "

Simon's response
“Hi Rod, many thanks for your insightful feedback. Having clients like you makes me really proud to be an adviser. I am glad that you feel the work I do is specific to your needs - that's always my aim."
06 Sep 2018

Jenny

"I have had Simon as our financial adviser for quite a few years now. I am extremely happy with him. He is confident, knows what he is talking about and I have lots of faith in him. I trust him completely and am thankful that he is our financial adviser."

Simon's response
“Hi Jenny, it's a pleasure working for you both and to know that I've made a difference. It's a nice feeling to be involved in some of the important decisions about your life plans. "
22 Aug 2018

Bronwyn

"Simon has been my sole financial advisor since his partner Chris retired a couple of years ago. Simon has always been very professional and honest with his advice and very clear in his explanations of the vagaries of managing one's super portfolio and steering me through the rough seas of finance. Simon is very approachable at all times and he has my trust implicitly. Bronwyn...2549"

Andrew

"Julie and I are perfectly satisfied with Simon's help and advice."

John

"Simon gives us confidence in managing our investment for our future in retirement and has our trust in his guidance and advise and explains everything simply for us. We never feel he is in a rush with the time spent with us at the review."

JIM AND ROBIN

"WE ARE VERY HAPPY WITH THE SERVICE PROVIDED BY SIMON AND HIS TEAM AT MORGANS. hE IS ALWAYS ON HAND READY TO HANDLE ANY PROBLEMS OR QUERIES THAT WE MAY HAVE."

shirley

"simon is so patient if I dont understand he is so knowable and trustwotthy he puts his clients first as is always available if he isnt someone always responds, I would recommend him whole heartly "

Kaye

"Clear and concise advise evidenced by presentation skillls and thoughtful considered clarification and explanations."

Brian and Joy

"Both my wife and myself have been long term clients and have recommended many friends. Both our son daughter in law and daughter and son in law and their adult children are all now clients. Simon's advice has provided Joy and myself with the funds to enjoy and very comfortable retirement and we can highly recommend him to anybody looking for sound Financial and Estate Planning advice. "

Simon's response
“Thanks Brian and Joy. I am truly blessed that two generations of the Shepherd family have been able to provide advice to three generations of the Wild family, for over 25 years. I'm looking forward to many more working together!"
08 Aug 2018

David

"We find Simon to be extremely professional in all his dealings with us. Simon knows our personal aspirations and he has as a result developed a retirement plan to match this. We have been clients of Simon for just over 8 years and we would definitely recommend him to our friends. DAVID and SUE - 2112"

Simon's response
“Thanks David & Sue. It's great working with and I'm proud to be helping you on your retirement journey. It's also been great getting to know your family, as part of our Estate Planning For Life process."
08 Aug 2018