Since 2013, Simmons Livingstone & Associates has been helping local Gold Coast residents and businesses to achieve their financial goals, create wealth and prosper. Led by an award-winning management team, Simmons Livingstone continues to grow each year with more and more young, driven and enthusiastic financial experts keen to make a difference.
We combine our passions in collaboration, bringing our own perspective, skills and experience together to achieve the best outcomes for our clients. When we exceed your expectations, we know we’ve been successful in making a difference. Until then, we’ll work tirelessly behind the scenes to ensure your financial goals are met.
We also like to have a bit of fun every now and then, and so you might see us out on the footy field or out and about. If you do, make sure to say hi! We’re all about creating more than just the traditional client relationship. We want to be your partners in success.
With a shared passion and drive to improve financial livelihoods, you can trust you’re in great hands with our leadership team.
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Simon@simmonslivingstone.com.au
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Kris@simmonslivingstone.com.au
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Tom@simmonslivingstone.com.au
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Sam@simmonslivingstone.com.au
We’d love for you to get to know our continually expanding team, and discover why we’re so passionate about making a financial difference to our clients. With over 30 staff across our financial planning, accounting and broking teams, there is no better way to get to know us, then via a friendly chat.
Before you do reach out, know that we are a young (in mind and in age), friendly and awesome team of professionals really excited to meet you.
Start your journey with an expert team that you can trust right from the beginning.
Our success is not defined by the awards we’ve won, but the impact we make in the lives of our clients. We’re your partners in success. But by the way, we have won a few awards too.
I was recommended to Sam through my accountant who I have dealt with for many years. Andrew sat in with me when they were setting up my retirement plan. Sam was excellent with his advice and explaining what would happen. Even Andrew was impressed. I have enjoyed being associated with Simmons Livingstone & Associates. They are so good to deal with if I have any issues. I fully recommend them to my friends.
Nigel C.
Very knowledgeable, friendly staff, also great at explaining things in terms that are easy to understand. I have had some bad experiences with financial planners in the past so I was relieved to finally find a company who knows their stuff and have actually helped me to improve my situation greatly since I have been a client. I can highly recommend Simmons Livingstone & Associates
Kerb Co.
After putting it off for many years, my wife and I decided to get expert advice on how to properly manage our finances. We met with Sam Young one afternoon, and 3 years later our only regret is not going sooner! The staff at Simmons Livingstone & Associates are absolutely amazing! We have a great relationship with Sam and his advice is second to none! He helped us reduce our debt, increase our savings and we have just bought our second property. If you are looking for a proactive and forward-thinking accounting and financial planning firm then do yourself a favour and give these guys a call!
Pete C.
I just want to give a quick shout out to Kris and the team at Simmons Livingstone & Associates, initially i was hesitant from leaving my accountant but the financial planning & tax advice has been a blessing, as we have now set ourselves up for the future. The customer service and communication each year has been excellent. – Well done Team!
Jason M.
Sam has been very understanding, empathetic and knowledgeable around my financial situation. I received compensation due to a car accident which left me permanently disabled. After explaining my goals and health issues we came up with a investment strategy that will allow me to achieve my goals while still growing my money. I have 100% trust in Sam and I know by using him I will be able to have a very fulfilled
life.
I’ve also been using their mortgage broker. Wayne has been so helpful in the process of buying an investment property. He has guided me step by step, got the lowest rates and made sure everything has gone smoothly. I would of been so confused and most likely paid a fortune in interest.
Allison W.
SL&A have always been professional and thorough and I would highly recommend them to anyone seeking financial advice of any description.
Their approach has always been candid and their advice sound and clear.
Of especial note is that I have always found their fees and charges to be reasonable which is especially comforting given my own lack of expertise in the fields of accounting or financial advice.
Will W.
My husband and I started working with Sam Young in late 2019 with the aim of reviewing our insurances and planning for retirement. Soon after, my husband became ill and several months later passed away. Sam was an invaluable and stabilising support as we navigated insurance, super and so on. He has since been the lynchpin in my financial planning and management. Sam is considerate, reliable, knowledgeable and very approachable, with a lovely sense of humour.
Shelley M.