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Investment Philosophy

How We Work, Together

Schedule My Free Consultation

Investment Philosophy

How We Work, Together

Schedule My Free Consultation

Investment Philosophy

How We Work, Together

Schedule My Free Consultation

Schedule Your Complimentary Consultation

So that we can best serve you, fill out the consultation form.

We will review your requirements and contact you to arrange a best time.

You may also email or call us to make an appointment. Our general response time is one business day.

simon@safprivatewealth.com.au
+61 417 577 795

The Commons, 55 Collins St
Melbourne, Victoria 3000

Australia

Please Share Your Name *

First Name

Last Name

Provide Your Email Address *

Provide Your Phone Number *

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Is there a specific time or day that best suits you for your consultation? *

Type your answer below. We will reach out to confirm a best time with you.

What area(s) of investment do you need help with? *

Tick all options that apply

Portfolio Analysis / Second Opinion

Strategies to Preserve Wealth

Investment Consultation

Access To ETFs (Exchange Traded Funds) & More Fund Options

Investment Growth Strategies

Access To Top Research & Analysis

Help With Investment Decisions

Full Portfolio Management

Stockbroking & Trading Services

What are the current issues you are facing with your investment / portfolio strategy? *

How does this fit in to the bigger picture: what are your financial goals? *

Do you meet the criteria for sophisticated investing or are you a retail investor? *

Wholesale / Sophisticated Investor (Experienced HNW or UHNW)

Retail Investor (Nonprofessional Investor)

Hello,

Thank you for filling out an investment consultation form.

We will be in touch with you to arrange a best time to discuss your issues, needs and goals. Our general response time is one business day.

Sincerely,

Simon

SAF Private Wealth | OpenMarkets

SAF Private Wealth | powered by Openmarkets

55 Collins St
Melbourne 3000

Australia

+61 417 577 795

simon@safprivatewealth.com.au

Simon Fritsch is an Authorised Representative of Openmarkets Australia Limited, Level 15, 388 George Street Sydney NSW 2000. Openmarkets Australia Limited (ABN 38 090 472 012, AFSL 246705) is a Market Participant of ASX, Cboe Australia and NSX, and an ASX Clear and Settlement Participant. The information provided on this website is general in nature and does not take into account your personal objectives, financial situation, or needs. You should consider whether the information is appropriate to your circumstances before acting on it. We recommend seeking professional advice tailored to your individual situation before making any financial decisions. Legals. Privacy policy.