Jenny Simmonds

Retire By Design Pty Ltd

Silver

19 Yrs Experience

Mona Vale, NSW 2103

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As an experienced Certified Financial Planner, I am committed to providing my clients with quality straightforward advice and the highest levels of customer service.

I am passionate about helping clients set and achieve their unique retirement lifestyle and financial goals, and partnering with them throughout their various stages of retirement planning.

I’ve worked in the industry for over 20 years, and have gained experience working for leading fund managers and product providers across diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager.

In 2005, I found my niche in providing financial advice to clients on Sydney’s lovely Northern Beaches.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

Advice charged will depend on the type of advice services your are after and the complexity of the advice sought. Advice fess will be quoted prior to seeking your agreement to proceed with the provision of personal advice.

5.00 June 2024

Thorough, easy to understand, friendly and always ready to help.

5.00 March 2021

Jenny has been my financial adviser for many years now providing with me sound financial advice in areas of superannuation, insurance products, budgeting and government assistance available. Jenny consistent;y operates with the highest of integrity. I am extremely happy with Jenny's advice, knowledge and experience, for my needs. I have continually recommended Jenny to family and friends.

5.00 February 2021

Since the first time my wife and I met Jenny to discuss our finances her assistance has been invaluable. Her understanding of our situation, advice and explanations of how best to invest our superannuation plus the results achieved, have shown me that our finances are in the very best of hands.

5.00 February 2021

Because of Jenny’s knowledge and experience I have been able to retire without the worry of managing my superannuation. I have complete faith in Jenny’s recommendations and advice and I’m living the best life thanks to her! She explains everything really clearly and is always willing to answer any queries at any time. I am so fortunate and grateful to be one of her clients.

5.00 February 2021

Jenny's knowledge helped us plan for our retirement. Her focus was what we wanted and worked the plan around that. We always feel she has our best interest at heart. She was always available whenever we had questions. Jenny's financial know how has given us a stress free retirement. We have recommended Jenny's service to others, we are extremely grateful to Jenny for the financial assistance and her concern for our well being.