Whilst rapid adaption of technology is offering more investment information than ever before, there is still a critical need to ‘cut through the noise’ and make experienced investment decisions that clearly align with your legacy goals.
The majority of DIY investors significantly under-perform in comparison to professional, dedicated advice. This made Simon eager to establish his own practice, one that would effectively intersect his renowned expertise and passion to preserve & grow legacies with leading Australian market research, advisory services, deal-flow and a truly bespoke offering.
SAF Private Wealth believes that what wins a portfolio and what drives a legacy to thrive is long term commitment, passion, impact and vision.
About SAF Private Wealth
Simon Fritsch established SAF Private Wealth in Melbourne, Australia. Initially specialising in Equities and ETF’s, Simon noticed a key opportunity to offer his clients a more comprehensive, flexible and bespoke offering. The open architecture format of OpenMarkets complemented the needs for his High Net Worth clients who shared excitement in greater investment options with access to best-of-breed opportunities in every asset class. Simon works with engaged investors, family offices and charities that are looking to grow and protect their wealth for the future. Beyond his passion for the investment successes, he enjoys building long-term relationships with his clients to gain a deeper understanding of their needs in order to align their financial goals.