Explore what we offer

At Simco Private Wealth, we believe that planning for a secure future should be stress-free and empowering. Our team is here to support you every step of the way, providing personalized strategies to help you achieve your financial goals with confidence.

Below we have outlined the main types of advice we can assist you with.

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Strategy only advice

For clients that control their own investments, have sole property investments or those that have an investment advisor.

If you are a client that needs to consider you goals, estate planning, structuring, contributions and tax strategies, but you run your own investments, we can assist you with strategy only advice, we will even work with your investment advisor or accountant and tailor your advice to your situation.

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Holistic advice

This is for clients that require advice on their strategy and investments.

If you are a client that needs holistic advice, we will consider your goals, estate planning, structuring, contributions and tax strategies but will also make recommendations to you for your investment needs.

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Investment advice

Investment advice is for clients that have their strategy advice taken care of and are seeking advice on where to invest their funds.

If you are looking for a bespoke and tailored investment recommendation, we will identify your investment preferences and risk profile and use this information, along with our robust process, to build your investments taking into account over 7,000 investments, such as managed funds and ETF’s.