Simon Hele

Director, Perks Private Wealth

Simon Hele

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

Simon Hele

About Simon.

Simon Hele is the Head of Perks Private Wealth, and member of the firm’s Board. Over the course of his career as a financial adviser starting in 1996, Simon has built significant experience in providing successful business owners, professionals and families with strategic and holistic wealth advice.

Recognised as one of Australia’s leading Advisers in wealth management, Simon was named on the prestigious Barron’s Top 100 Financial Advisers in Australia list in 2020.

Simon is passionate about working closely with his clients to protect and grow their wealth over the long-term, enabling individuals and families to build a financial legacy across generations.

With each of his clients, he takes a deeply individualised approach to understanding and analysing their current lifestyle, goals and aspirations and then developing and implementing tailored wealth management strategies that help them discover long-term success. He understands the importance of inter-generational wealth transfer and has significant experience advising families through the essential, but often complex and emotional, process of succession planning.

Simon is acutely aware of the flexibility required in the wealth and investment planning process and works alongside his clients to frequently review and evolve strategies as lives, family situations, and financial needs and objectives change.

What has become evident to Simon over the course of his career is that building trusted relationships with clients is paramount.

Simon fundamentally sees the role of an adviser as much more than simply providing financial advice; it’s about being the trusted and confidential ear to many aspects of people’s lives. This is a responsibility and confidence that Simon never takes lightly, and one that he always respects.

Qualifications & Associations:

  • Certified Financial Planner (CFP®)
  • Diploma of Financial Planning
  • Bachelor of Education
  • Member of the Financial Planning Association (FPA)
  • Sits on the Perks Board
  • Sits on the Perks Private Wealth Board

Specialisations:

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

Get in touch with Simon.

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