Empowering Families To Preserve & Grow Wealth with Strategic Investing
BESPOKE WEALTH ADVISORY, MINDSET COACHING & INVESTMENT SERVICES
We are here to help you build your legacy vision. We are a wealth advisory offering you bespoke, best-of-breed portfolios and investment advice without the ‘information noise’ or conflicts-of-interest. Offerings are crafted with integrity and clarity.
SAF Private Wealth empowers and assists investors to preserve & grow wealth over the long term through honest advice founded on value investing principles, diligent security analysis & 25 years of investment experience.
Why Choose SAF Private Wealth?
Specialist Investment Services
SAF Private Wealth provides Investment Advisory services with specialist experience in growth and income investing. We run model portfolios with stock selection based on a value-centric investment process. As a boutique business we partner with Macquarie for banking and HUB24 for platform services. We are licensed through Openmarkets to service our wholesale/sophisticated clientele.
Differentiated Investment Philosophy
At SAF Private Wealth, our investment advice is based on the timeless principles of value investing made famous by the legendary Warren Buffett and Charlie Munger of Berkshire Hathaway. We study the investment greats and we aim to deliver a service that assists others in doing the same. The vast majority of financial planners, stockbrokers, money managers and financial institutions give lip service to these principles when in fact they follow a market-based investment philosophy that is far more aligned with the efficient market hypothesis. Value investing is about concentration, understanding what you own, finding a margin of safety and quality factors including the integrity of management.
Excellence in Service
Underpinned by honesty and integrity, SAF Private Wealth continually strives to improve and refine its’ service offering so that you get an enjoyable experience. Powered by Openmarkets, it is overseen by continually regulated compliance measures, so you can be assured that the delivery of exceptional standards in your personal protection is taken seriously. Additionally, you can draw upon a powerful internal network of specialist skills in all financial areas. Need a specialist in US tax, for example? We’ll connect you.
“SAF Private Wealth is on a mission to make a valuable, positive difference to our clients’ legacy and the investment ecosystem at large, together in unison. We are obsessed with discovering the value add in every proposition and believe that the best in life is absolutely worth waiting for. For us, our people and clients preside over ‘things’. The numbers you get are a reflection of the broader contribution and impact that your interests give back over a set period of time. Engaging wise and skilled investments that are crafted to your legacy vision are the surest way to attain significant and far-reaching benefits beyond just ‘you’... Whatever stage or phase of the high-net worth journey you are on, we are experts in employing best-of-breed practices, skills and integrity to preserve and grow your wealth at your unique level of risk and requirement.”
– Simon Fritsch, SAF Private Wealth
Get In Touch
Contact Now
Simon Fritsch - SAF Private Wealth
The Commons
55 Collins St
Melbourne, 3000
Request Your Complimentary Consultation
Fill out the form to arrange a best time for your complimentary 45min consultation with lead adviser, Simon Fritsch.
Clearly articulated & valuable advice for ultra-high, high-net worth and aspiring individuals since 1999.
Simon Fritsch has mastered the markets over more than 25 years of experience, being well-placed for the Finance Industry due to his intuitive mathematical and analytical ability.
Before founding SAF Private Wealth, Simon worked at UBS (Associate Director & Investment Adviser 2010-2016) and Crestone Wealth Management (Founding Partner & Investment Adviser 2016-2020). He holds a Graduate Diploma in Financial Planning and passed the CFA (Chartered Financial Analyst) Level 1 Exam. He initially built his career as a leading Australian Financial Analyst before becoming an Investment Advisor and Wealth Manager.
Other awards and accolades include being awarded the Top Student: Integrated Marketing Communications from Monash University (1998) and the Australian No.1 Earnings Estimator by Starmine (2008).