Personalised financial advice to help you build your wealth. We’re here to help.

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With the right team supporting you, you can achieve your goals

Our experienced Financial Planning team develops individualised wealth creation strategies to support your wealth creation goals. Whether you’re looking to purchase your first home, start a family, travel or transition into retirement. Our personal approach will look to address key points of your financial situation such as your superannuation, debt reduction, wealth creation opportunities, personal insurances, estate planning and loan structuring.

With a holistic view of wealth creation, our team has the capability and experience to drive the outcomes you desire.

Our Wealth Creation Process

Our in-depth process ensures we are creating a personalised strategy to support your personal and financial goals.

Step 1 - Getting to know you

Our process starts with a complimentary meeting or 'Get to know you' / 'Fact Finding' session, where we get an idea of your current personal and financial situation, what’s really important to you and how you're working towards achieving these things. Approximate time 1-1.5 hours

Step 2 - Research & strategy

This is where we formulate a step by step plan to achieve your objectives as efficiently as possible.

Step 3 - Presenting & implementing your strategy

Once we’ve formulated the strategy, we meet with you to work through it in detail. Once you are a clear on the recommendations and happy to implement, we manage every stage of the process to ensure that initial bones of the strategy are in place, perfectly.

Step 4 – Guidance and ongoing support

A great plan is only as good as it’s execution. As things change, we will be there to change with you. We will work with you in managing your strategy to ensure your financial and lifestyle need are met.


Our wealth creation solutions can include:

  • Wealth creation and protection strategies
  • Comprehensive investment advice and reporting
  • Retirement planning
  • Superannuation advice and compliance, helping you create wealth and navigate the complex legislative environment
  • Estate and succession planning to ensure financial, legal and taxation considerations are addressed and wealth maximised
  • Advice on insurance cover including Life Cover, Total Permanent Disablement, Trauma/Critical Illness and Income Protection.
  • Management, monitoring and reporting for sustainability

Why choose Simmons Livingstone & Associates?

To us, it’s personal

We won’t just give you generic guidance and send you on your way. The two most important components of our business is our staff and clients, so we always put them first.

We’re proactive

Whether it’s keeping clients informed of tax changes or spotting opportunities for growth for our clients, we’re always looking for ways to improve.


At the end of the day, we’re here to help you achieve financial goals - whatever they may be. We do this by getting to know you and your situation, then helping you in whatever way you need.

We really listen

Everyone has a different definition of financial success. That’s why we really listen to our clients, so that every recommendation is aligned to your own unique goals.


What is involved in Wealth Creation?

As a holistic financial services firm we work closely with our clients to directly help them achieve their personal and financial goals. Every client has a tailored wealth creation strategy that will include products and services recommended for their personal situation. It’s best to receive your complimentary assessment.

Do I need a Wealth Creation Advisor?

There are so many available strategies for short, medium and long term wealth creation, constantly changing legislation and tax implications. To avoid costly mistakes, a strategy created by trusted professionals tailored for your overall situation minimises your risks.

Can my Wealth Creation strategy change once created?

Yes. Wealth creation is not a set and forget process. Your plan will continue to be reviewed to ensure that it remains appropriate in the current environment as well as continuing to meet your changing circumstances and needs.

Are there any guarantees for my Wealth Creation strategy ?

We provide recommendations based on the information you provide and the goals you outline. This does not safeguard against external circumstances. We are unable to provide guarantees as this is a forecast plan.


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