Simon Hele

Simon Hele

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.

Simon Hele

About Simon.

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.

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

Specialisations:

  • Wealth Management
  • Succession Planning
  • Family Office
  • Family Business

Get in touch with Simon.

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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global