Simon Lewis

Arrow Private Wealth

Gold
18 Yrs Experience
Ivanhoe East, VIC 3079

As a dedicated Private Client Adviser, I perceive my role as far more than mere employment—it is a calling that allows me to empower individuals with a deeper comprehension of personal finance. By doing so, I enable them to make informed decisions that significantly enhance the quality of life for themselves and their loved ones. My commitment to my clients is unwavering, especially during challenging times, as I help them establish robust financial foundations designed to weather the unpredictability of life's events.

I take pride in ensuring that each of my clients feels confident and secure, knowing that the financial strategies we have carefully developed together are tirelessly working towards their ultimate goals. This allows them to allocate their time and energy towards their families, recreational activities, and professional endeavours, rather than being preoccupied with financial concerns. The relationships I forge with my clients are built on trust, integrity, and a mutual understanding that their best interests are always at the heart of my practice.

In essence, my mission as a Private Client Adviser is to offer more than just advice—it's about providing a pathway to financial freedom and the fulfilment of personal ambitions, ensuring that my clients and their families are supported every step of the way.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.97
  • Number of reviews 8
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Arrow Private Wealth

216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079
level 10, 34 Queen St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Arrow Financial Group Pty Ltd

AFSL 536745