Providence Advisory Group | Simon Shepherd - Financial Planner Chatswood - Chatswood (NSW)

5 /5 jeff brown: Simon and team have been very helpful and understanding in answering questions about the vagaries of superannuation and options. I would use them again without hesitation.

5 /5 Kamal Singh: We were looking for a fiduciary financial advisor in the neighbourhood to help us get our wealth plan underway. Simon and the team did a great job.

5 /5 Catherine Collado: My partner and I have been with Providence Advisory Group for around 2 years now and so far everything has been great! Simon’s expertise has helped us a lot in managing our finances using evidence-based strategies that suits our needs and goals. We have been guided every step of our investing journey - from goal setting to exploring our options and making informed decisions. If you are looking for a financial advisor to entrust your hard-earned money with, I highly suggest Providence Advisory Group!

5 /5 Andrew Sweeney: Morning coffee with Simon and his regular updates are both interesting and informative. We really appreciate Simon’s support and teachings on the finance markets and about our personal financial situation.

5 /5 Richard Morgan: To be perfectly honest I approach each meeting with Simon with a little uncertainty. Within minutes he presents our overall position which is always better than I had anticipated. We have been with Simon for over ten years. I do not know how people could be aware of all benefits that are available to them without someone trained and experienced to guide them. He has transitioned successfully into retirement recently and I am no longer apprehensive Thank you