Our Services

Simmons Partnership Financial Services is a privately owned and operated boutique firm providing tailored/bespoke advice and solutions to a small number of clients with a focus on building strong, long-term relationships and providing high-touch ongoing service.

Expertise

  • Wealth accumulation and retirement planning

  • Investment strategies and portfolio management

  • Superannuation strategies

Strategic advice

  • Accumulating sufficient wealth to achieve desired lifestyle

  • Generating a passive retirement income

  • Managing superannuation

  • Minimising tax

  • Self-managed superannuation funds (SMSF)

  • Navigating complex tax and superannuation systems

Committed service

  • Portfolio management – we provide professional management with respect to the investment of capital including periodic monitoring and advice. 

  • Strategic advice – regarding ongoing financial, superannuation and retirement needs. We work with accountants and other advisers to ensure advice is correctly implemented.

  • Advice team – our advisory team have an implicit understanding of clients’ current situation, needs and financial goals.

  • Regular reporting – on investments including regular performance reports and benchmarking.

  • Administration – where possible we take care of all administration regarding investments and superannuation.