Simon Coombes

Simon Coombes

MEMBER CATEGORY:

Financial Planning

SERVICES:

  • Financial Planning Services

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Direct Wealth

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The financial decisions we make today will have a dramatic effect on your life in the future years to come. I feel it’s important that you have a thorough understanding of the financial opportunities available now so you can make the best decisions for your future. I will take the time to carefully understand what’s important to you and the goals you are looking to achieve. I will then work with you to understanding your financial position, identify potentials risks and then begin researching strategies to ensure you are successfully utilising your resources.

 

Financial planning isn’t a one size fits all approach and furthermore, your financial situation is always changing with variations in income, changing jobs, retiring or planning to retire soon, changing homes, changing debt levels, having kids or kids moving out. My role is to work with you to ensure you are constantly making the most of the opportunities available to you. Direct Wealth can assist you in implementing the proposed strategies as well as work with you to review the strategies to ensure they remain appropriate to your ever changing financial and lifestyle situation.

 

Direct Wealth can provide advice on investments, superannuation, self-managed super funds, stocks,  retirement planning, Centrelink, transition to retirement, shares, debt management, cash flow and estate planning.