Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Simon Hele is a Director of Perks Wealth Management and provides private clients, associations and not for profit organisations with strategic planning and investment advice.

 

With more than 20 years’ experience, Simon’s primary focus is to thoroughly understand his clients and their existing asset bases, and to provide strategic advice that will assist them in achieving their personal and financial goals. Underpinning the strength of Simon’s advice is a constant focus on risk – achieving the desired outcomes by taking minimum risks and fully understanding the risks that are involved. Other areas of specialisation include portfolio management, self-managed superannuation funds, and aged care.

 

Simon is acutely aware of the flexibility required in the investment planning process as people’s lives and situations change. He understands the balance between meeting today’s objectives with the longer term objectives of ensuring that clients are financially secure in their retirement, with solid succession and estate plans in place.

What has become evident to Simon, in building strong relationships with his clients, is that the role of Advisor is so much more than providing financial advice, it’s being the trusted and confidential ear to many aspects of people’s lives. It is a responsibility that is never taken lightly and always respected.

 

At Perks Simon enjoys the focus on continuous improvement. Improving the client experience and offering a truly integrated approach to clients’ financial wellbeing has always been, and continues to be, Perks’ vision.

Simon is acutely aware of the flexibility required in the investment planning process as people’s lives and situations change.

Qualifications & Associations

  • CERTIFIED FINANCIAL PLANNER©
  • Diploma of Financial Planning
  • Bachelor of Education
  • Member of the Financial Planning Association (FPA)
  • Sits on the Perks Board
  • Sits on the Perks Wealth Management Board

Simon as an individual

If you weren’t a financial adviser what would you like to be: A F1 Driver or a Craniofacial Surgeon. I have always admired these surgeons and the amazing things they can do and the positive impact they can have on people’s lives. 

Outside of work: I really enjoy spending time down on the coast in Victor Harbour. Our family enjoy the water, bike riding, golf, running and fishing – anything outdoors really. It’s great to get down there and relax with family and friends. When not there, we have 3 active boys who all love their sport, so we, like most parents, spend a lot of our time enjoying watching them participate.   

If you were stranded on a desert island what 2 items would you take: Music and newspapers.