Independent Investment Advice

independent investment advice

Develop and maintain your wealth with a mix of assets

Using strategic discussion and agreement followed by careful stewardship, our independent investment advice is tailored to the needs of our predominantly Adelaide-based clients. Assets may include property, ASX listed shares, managed funds, infrastructure and income securities to give you peace of mind.

A well-managed portfolio designed with rigorous process helps you resist impulsive decisions and stay focused on the big picture.

We also apply that same rigour to researching and identifying quality, long term investments. Using strategic analysis that takes account of changes in your life, the markets and legislation, we ensure you’re sensibly positioned for flexibility, balance, and minimal tax and costs.

Our role is to make sure every aspect of your investment strategy comes together to work for you. 

Real independent advice

Surprisingly, very few Australian firms offer truly independent and impartial advice… but it does make a difference.

We work on client fees only, and have done so for years.

Unlike many firms that are paid by product providers, our clients pay us directly, so there’s no doubt that we work to support only your interests.

We work together to navigate through changing conditions, finding the best path to your goals, saving on costs and optimising your outcomes along the way. In doing this, we collaborate with accountants, lawyers and other professionals to focus their specialised skills on your needs.

Do you need an advisor?

Whether you like staying closely involved in your investments and their position, find financial work baffling, or would simply rather spend your time with the more important things in life, an advisor can guide you towards greater success. We use tools that offer insight into your natural money behaviour and personality, so you can work in a way that feels comfortable to you.

Just as you could be your own architect, lawyer, builder, or health counsellor – so it is with financial advice. Ask yourself – would you do it as well as a professional specialist and are there better ways to spend your time?

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"We have found Simon to be easy to work with, having a good understanding of our situation and coming up with a financial plan we can work with that suits our needs both now and in the future. In addition to his professionalism and expert knowledge he is a genuinely nice person and, therefore, we

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