About
An adviser built differently.
SAF Private Wealth was founded on a straightforward proposition: clients pay me, product providers don't, and there is nothing on my shelf I need to sell you.
Experience
27 years in financial markets — equity research, then private client advice
Authorisation
Authorised Representative No. 001269537, Openmarkets Australia Limited (AFSL 246705)
Approach
Client centric tailored portfolios
Clients
Wholesale investors — private clients, not-for-profits, family offices
Simon Fritsch
Founder & Principal Adviser
Simon Fritsch has spent 27 years in financial markets. The first decade was in equity research — at Credit Suisse, Lodge Partners and Wilson HTM. In 2008 he was ranked the number one earnings estimator in Australia for technology, media and telecommunications in the StarMine awards, which measure forecast accuracy against actual company results rather than opinion.
Since 2009 he has advised private clients: at Morgans Financial, then UBS as an Associate Director, as a Partner at Crestone Wealth Management, and most recently as a Senior Private Wealth Manager at Shaw and Partners.
He founded SAF Private Wealth in 2025 to build a practice around a small number of wholesale clients, where the adviser who designs the portfolio is the one who executes it, monitors it, and picks up the phone.
My philosophy
Advice shaped by your objectives. Not by products.
Most financial advice in Australia is delivered through institutions that manufacture products, earn commissions, and measure success by funds under management. SAF Private Wealth operates outside that system entirely. Remunerated only by clients, the practice is structured so that every recommendation is shaped by your objectives rather than by what I am paid to place.
"The best investment decisions are made slowly, with evidence, and without the pressure of a product to sell."
— Simon Fritsch, Founder
What I stand for
Principles that guide every decision.
Client-first
I am not owned by a bank or a product manufacturer, and I do not issue my own funds. My advice is shaped by your objectives — not by what I am paid to place.
Research
Investment decisions start with the business — balance sheet strength, durable earnings, and a defensible market position. I buy quality at points of dislocation, hold while the case holds, and sell with discipline when it doesn't.
Transparency
My fees are disclosed upfront and clearly explained. I receive no commissions, no trailing fees, and no payments from product providers. What you see is what you pay.
Relationship
I work with a deliberately small number of clients so that every relationship receives the attention it deserves. You will always speak with Simon — not a call centre, not an associate, not a chatbot.
Begin with a conversation.
If you are looking for an adviser who will take the time to understand your situation, speak plainly, and act only in your interest — I would welcome the opportunity to meet.
No obligation. No sales pressure. Just a conversation.