Simon Pederson

"Simon reviewed our super and insurance which we had neglected for many years. He created new financial plans for us which got us back on track with our super investment options and tidied up our insurance cover. We are very grateful for his experience and straight forward approach and will recommend him to anyone who needs to get their future in order."

"I had no idea if I had enough super to retire and I was a bit of a 'head in the sand' person about retirement because I did not understand what I needed to do to retire with peace of mind. Then everything changed when I met with Simon, he came to my home and asked the questions he needed to ask and listened to the responses I gave. Simon created a space where I felt safe and comfortable. He considered my situation and from that very first meeting Simon told me I could retire. And I could do that right now if I wanted to! I was literally gob smacked!

From there Simon laid out the path forward, step by step, in a way that I could understand. I trust Simon, and we have created a great relationship during our meetings. I can ask him anything. If I am not sure he will explain it in a way I understand. We communicated about every step and the plan forward that Simon created was easy to follow so I could see what was going to happen at each step.

I can't stop telling people about that first meeting with Simon. I went from head down thinking I would need to work for years to come to making the decision to go and enjoy my retirement."

"Having worked in the finance industry nearly all of my life, I have come across many people with widely varying abilities - especially when it comes to making someone from outside of the finance field comfortable. Simon was able to present his recommendations in a "down to earth" manner that particularly resonated with my wife and me - they made sense and we felt that he had taken on board our "plans" for the early years of our retirment, whilst still catering for the longer term. He also considered our immediate family and their future needs. I would have no hesitation in recommending Simon him for any financial advice or guidance you may be contemplating."

"My wife (Barb) and I have always been appreciative of Simon's; advice, presentation of financial issues and explaining the mysteries of the current economic climate. He is able to present complicated elements of financial planning or their aspects in a clear, succinct manner and in an understandable way.

His demeanor in an office environment is relaxing, engaging and informative. As clients of Bridges/IOOF we prefer to arrange our meetings directly with Simon whether at his office or locally if he is in the area.

We are extremely happy with the manner that Simon manages our retirement/pension portfolio and financial benefits generated each year."

"Simon has been a big help to me in my situation. I ask him questions he provides me with advice. A nice bloke, easy to talk to, and I feel comfortable with that. He comes to my home for reviews, and appointments are made in advance. Very pleased with the service provided."

"Easy to understand has basics down pat"

"Since joining Bridges I have had no worries as to having to deal with how our money is managed I would recommend the company. I would not have managed."

"I have found Simon willing to advise on all matters financial, social, and at times political that might be worrying us. We have also sought advice or reassurance on behalf of our intellectually disabled daughter for whom we manage her finances and investments."

"Simon is extremely knowledgable, professional, genuine and honest"

"Simon has been a fount of knowledge, always in a clear and relevant manner"