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Contact us on 1800 618 800
Simmons Livingstone & Associates is a holistic financial services firm who work closely with our clients no matter what age or financial position. Our sole focus is to work directly with our clients to help them achieve their personal and financial goals.

We work directly with our clients to help them identify exactly what they want to achieve from life and assist them to put the financial building blocks in place so that they can reach their goals.

Our sole focus is to help you achieve your personal and financial goals

Stage 1

Our process starts with a complimentary meeting or “Get to know you” session, where we get an idea of your current personal and financial situation and your future aspirations.

Approximate time 15 – 30 minutes

Stage 2

A second and more in-depth “Fact finding” session is then conducted. In this meeting we look to discover what is really important to you and how you are working towards achieving these things. This may be looking to purchase your first home, starting a family, travelling or transitioning into retirement. We 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.

Approximate time 1 – 1.5 hours

Stage 3

After completing our research, we will formulate a comprehensive and step-by-step plan to achieve your goals.

Our team will regularly review your long-term financial plan at each life stage to ensure minimal tax liability and financial risk.

Stage 4

We offer ongoing guidance and support. At any stage, our team will be available to answer your questions and discuss potential new ideas.

We continuously work alongside you to help you remain on-track to reach your personal and financial goals. We take pride in providing outstanding ongoing service.

We have assisted individuals and businesses achieve a favourable financial outcome. Over time and coupled with our background in accounting and taxation, Simmons Livingstone provide the holistic assistance you need to take action today.

Kris has over 16 years' experience in the business advisory, accounting and taxation industry. His initial years were spent with WHK Group and PKF before founding Simmons Livingstone & Associates in 2013.

As Managing Partner, Kris has steered the firm to success, being instrumental in expansion of the firms client base and subsequent recruitment to increase the professional team size.

He brings his extensive experience within a variety of areas of business services and compliance, and has a proven track record of success with clients from a variety of sectors. Not only is Kris a an exceptionally valuable asset to the firm, his business advice is invaluable for professional service clients, from a financial perspective.

Kris places a strong focus on:

Kris is a forward thinking person who is dedicated to providing his clients with the best possible outcome in all situations. With a keen eye for detail, he ensures nothing is overlooked, so that client outcomes are maximised.

Kris has a young family and outside of work, when he’s not spending valuable time with the family, you’ll find him on the golf course or sampling a brew with the guys.

Simon began his career at PKF and several boutique accounting firms. He has established his reputation for excellent accounting consultancy, which has spanned over 13 years.

Simon is a passionate business advisor, specialising in:

 

Simons personable service and attention to detail ensures his professional relationships remain strong.  As a partner at Simmons Livingstone, Simon has lead the substantial growth of the firms large corporate space.

Through his sporting connections, Simon also has a strong reputation as an industry leader for professional sports men and women, representing sporting players and companies involved in various professional sporting federations and leagues.

Simon is a former representative golfer, and still enjoys a round most weeks. An avid sports enthusiast, you’ll find him kicking back with a red wine if there’s a good game on.

Tom joined the Simmons Livingstone & Associates team to head the financial planning division in 2015. 

Tom has a passion for providing quality advice and exceptional service.

He is driven to:

His approachable and trustworthy demeanour makes his service enjoyable and ensures a relaxed environment for decision making about financial matters.

Tom's extensive network of allied professional services provide the same level of outstanding consultancy, so clients can be assured that any financial problem or opportunity will be addressed with Tom's help.

Outside of work, Tom likes to be outdoors. He plays football and golf amongst other things. You will also find him enjoying good food and good beer with good friends.

Sam is our newest Partner to the Simmons Livingstone & Associates team, working with Tom in our Financial Planning division. 

Sam has a strong passion to educate and inform his clients about the importance of financial planning and getting started early. 

He is focused on:

Sam's greatest asset is his ability to support his clients to better financial wealth using his extensive network. 

 

SLG Financial Services Pty Ltd ABN 63 734 659 141 Ltd [t/a Simmons Livingstone & Associates] is a Corporate Authorised Representative of lnfocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. Please Note: SLG Financial Services Pty Ltd is only authorised by lnfocus Securities Australia Pty Ltd to provide services related to financial products. Where services provided by SLG Financial Services Pty Ltd extend outside of financial products, please be aware that lnfocus is not responsible for this advice or service.