Simon Hele
Director
Perks Private Wealth
Intro
Meet Simon
Simon works with successful business owners, professionals and families who want trusted guidance across every stage of their financial journey. With a career in financial advice spanning over three decades, he brings deep experience in helping clients protect, grow and transition wealth with clarity and care.
Clients value Simon’s steady, thoughtful approach and his ability to build strong, enduring relationships. He takes the time to understand not only financial goals, but the personal, family and legacy considerations behind them, ensuring advice remains relevant as circumstances change over time.
Leadership & Contribution
As a Director of Perks Private Wealth, Simon plays an active role in shaping the firm’s advice standards and long-term investment thinking through his involvement on the Perks Private Wealth Investment Committee. He brings a considered, experience-led perspective to strategy development, ensuring advice is robust, flexible and aligned with clients’ evolving needs.
Simon is known internally for his calm leadership and strong sense of responsibility, reinforcing a culture where trusted relationships, sound judgement and long-term thinking sit at the centre of client advice.
Beyond the numbers
Simon’s expertise has been recognised nationally, having been named in Barron’s Top 100 Financial Advisers in Australia in 2020, reflecting his long‑standing commitment to professional standards, trusted relationships and enduring client outcomes.