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 wholesale investors to preserve & grow wealth under any market condition through honest, expert advise founded on market-leading research, analysis & 25 years of mastered experience in the financial markets.
Newsletter #1: The Investment Case for Artificial Intelligence |
Newsletter #1: The Investment Case for Artificial Intelligence |
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Why Choose SAF Private Wealth?
Extensive Investment Services
SAF Private Wealth provides Wealth Management, Stockbroking, Investment Advice, SMAs and Portfolio Assessment services with specialist expertise in Direct Equities and ETF advice. Unlike the majority of firms with a rigid internal structure and investment directives that promote the firm’s interests, we offer an open architecture approach where we are able to place our clients first and access the best-of-breed for every asset class, enabling you the flexibility of the full-range of investment services possible and a truly bespoke experience.
Clear Investment Advice
At SAF Private Wealth, our investment advice is offered with integrity — because we are not tied to in-house investment products or legacy platforms common in traditional firms. This difference allows us to seek investment opportunities that are in your best interest, selecting investments based on quality, suitability, and performance potential — rather than sales targets or institutional affiliations. You receive client-first guidance tailored solely to your goals, not someone else’s agenda.
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.
Personalised Online Portfolio Platform
This is where SAF Private Wealth’s flexible open architecture delivers to your requirements. Partnered with Openmarkets to deliver portfolio administration services and platform solutions including integration with third party tools and services, we are also able to use any market-leading investment platform so you can assure continuity of your preferred online investment platform.
“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, diversified 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
simon@safprivatewealth.com.au
Openmarkets - 1300 848 568 | Direct - 0417 577 795
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 a CFA (Chartered Financial Analyst) Level 1. 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).