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Financial Advice

Helping you meet your financial goals and protect them

Pricing

Simon Coelho, Financial Adviser in Sydney

  • Simon Coelho is the Principal Financial Adviser at Second Story Wealth.
  • 20 years in financial planning related jobs.
  • Family man with 3 young “spirited” kids.
  • Brazilian Jiu-Jitsu, Manga and Animé enthusiast.
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Areas Of Expertise

Financial Advice is broad but can be grouped into the following areas

  • Financial Plan to meet your Goals
  • Cash flow, Financial Forecasting & Scenario Modelling
  • Investments
  • Superannuation and Other Tax Effective Structures
  • Personal Insurance
  • Centrelink and Estate Planning Guidance
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"Simon has been looking after my Super and investments for three years now. He has a wealth of financial knowledge, he looks young but he is very mature in his thinking. He can tailor your investments to suit your Goals, always available and approachable and will put you on a path to success. He has consolidated and made everything seamless for me and my Future. I highly recommend Simon to those seeking to change their situation, He is honest, trustworthy and a pleasure to deal with."
― Lyndon Kelly. ―
"We have found Simon to be very professional in his dealings with us. He is very generous with his time and really goes out of his way to try to help us with our finances. We are very confident that he will always look after our interests. We highly recommend him."
― Georges Puechberty ―

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