Investment Advice & Stockbroking
Your wealth. Your portfolio. Your adviser.
Simon Fritsch — investment advice and stockbroking for wholesale clients who expect more than a product.
Who I serve
Expertise shaped around
your specific situation.
Private Clients
Pre-retirees, retirees, and business owners with significant investable assets deserve an adviser whose only obligation is to them. I manage wealth for individuals and families who have worked hard to build it, and who expect it to be stewarded with the same care and intelligence they applied in building it.
Learn more about private client services →Not-for-Profits
Foundations, endowments, and charitable organisations carry a fiduciary responsibility to their beneficiaries. I understand the governance requirements, spending-rate disciplines, and long-term capital preservation objectives that define prudent investment advice for the not-for-profit sector — and I bring the same rigour to your investment committee that I bring to every client relationship.
Learn more about not-for-profit services →Family Offices
Single- and multi-family offices seeking an evidence-based investment partner will find in SAF Private Wealth a firm that operates with transparency and rigour. I provide research-driven portfolio management that complements your existing governance structures and serves the long-term interests of the families you represent.
Learn more about family office services →About Simon Fritsch
A different kind of adviser
Simon Fritsch founded SAF Private Wealth with a clear focus: delivering disciplined, active investment advice and stockbroking to wholesale clients. With 27 years across Australian equities, fixed income, and multi-asset portfolios, Simon brings the rigour of an institutional investor to the personal relationship of a private adviser. Every client works directly with Simon. There are no junior advisers, no handoffs, no relationship managers. Just one experienced professional who knows your situation, understands your objectives, and is personally accountable for the advice you receive.
"Clients pay me. Product providers don't. There is nothing on my shelf I need to sell you."
— Simon Fritsch, Founder
Our difference
Why SAF Private Wealth
Client-focused. No products of my own.
SAF Private Wealth is not a subsidiary of a bank or a product manufacturer, and does not issue proprietary funds of its own. My remuneration comes solely from clients — it is the foundation on which every recommendation is made.
Quality companies, bought at the right price.
Investment decisions start with the business — balance sheet strength, durable earnings, and a defensible market position. I buy quality at points of dislocation, and I sell with discipline when the thesis has run or broken.
One adviser. Consistent relationship.
You will always speak with Simon Fritsch. Not a call centre, not a rotating team of associates. The same experienced professional who understands your complete financial picture and is accountable for every decision made on your behalf.
Transparent fees. No hidden incentives.
My fee structure is clear, disclosed upfront, and aligned with your interests. I do not receive commissions, trailing fees, or payments from product providers. What you see is what you pay.
Begin with a complimentary conversation.
The first step is a no-obligation conversation to understand your situation and determine whether we are the right fit for each other. I believe the quality of that first conversation tells you everything you need to know about the quality of the relationship that follows.
No obligation. No sales pressure. Just a conversation.