Work with Simon.

After a rewarding and diverse career as a Chef, Simon made the exciting pivot into financial advice and he’s never looked back. He is passionate about demystifying the complexities of personal finance and loves helping his members achieve focus and clarity through informed financial decision-making. 

Working with Simon, you will be supported by the fabulous Natalia, John, Peter & Erika

Natalia is your Associate. She works closely with Simon to create your game plan, will be a regular feature in your meetings and a second touch point for everything advice related.

John will be your very own member concierge! Laser focused on making your life easier, he will take care of all the ‘boring’ stuff – fees, forms and data, etc.

Erika is your member fulfilment expert and works closely with our product providers to ensure Simon’s advice comes to life.

Peter will be your paraplanner and work behind the scenes with Simon and Natalia to write your world class advice documents!