Mornington Peninsula
A city adviser who lives down the road.
Simon Fritsch has 27 years in financial markets — a decade as an equity analyst, and since 2009 advising private clients at UBS, Crestone and Shaw and Partners. He lives on the Peninsula and works from here part of every week. If you'd rather not drive into the city to talk about your portfolio, you don't have to.
For wholesale investors with portfolios from $2 million.
Most of my clients would rather meet at home.
There is real wealth on the Peninsula and not much serious investment advice attached to it. What there is tends to come from firms in the city, delivered by someone who visits occasionally, or from institutions with their own products to place.
SAF Private Wealth is a single-adviser practice. I hold a desk at 55 Collins Street and I'm on the Peninsula part of every week. When we meet, I come to you.
Investment advice and stockbroking. Nothing else.
I advise on and manage portfolios of direct Australian shares and exchange-traded funds. I'm not a financial planner — I don't advise on superannuation strategy, insurance, estate planning or tax, and I work alongside the accountants and lawyers who do.
Your shares, in your name
Every Australian holding sits on CHESS under your own HIN. You hold legal title, dividends and franking credits come directly to you, and you can move your holdings whenever you choose. No custodian, no platform in between.
One adviser
You deal with me. The person who builds the portfolio is the person who answers the phone.
Paid by you, only
Fees agreed in advance and in writing. No commissions, no trailing fees, no payments from product providers.
Wholesale investors.
SAF Private Wealth provides services to wholesale clients as defined in sections 761G and 761GA of the Corporations Act 2001. Broadly, that means net assets of at least $2.5 million, or gross income of at least $250,000 in each of the last two financial years, certified by your accountant.
Net assets include your home and superannuation — so plenty of people qualify comfortably even where the investable portfolio is smaller. If you're not sure, ask. It's a short conversation.
My services generally suit investors with investment portfolios from $2 million.
Worth a conversation?
No cost, no obligation and nothing to sign. Just a discussion about what you hold and whether it's doing what you need it to.
Simon Fritsch · 0417 577 795 · [email protected] — Meetings across the Peninsula, or at 55 Collins Street, Melbourne.