Jonathan Sims

I believe in having a collaborative goals-based approach for my clients planning needs and to be able to tailor a financial plan to suit one’s lifestyle goals. Helping my clients feel comfortable and facilitating their decisions that are in their best interest is paramount.

As a proactive investor myself, I am able bring my experiences to help aid my clients and provide a simple, informative and educational experience, that is the key to delivering and driving my client’s towards achieving their goals and desired outcomes.