Simon Boom

I commenced studying Financial planning in 2007 and have since earned a Bachelor of Commerce (double major in Finance and Financial Planning) through the University of Wollongong. By continuing my studies, I am now a CFP® professional .

I am passionate about helping my clients maximise their financial positions by making smart choices with their money.

My focus is to provide meaningful financial advice that changes lives for the better.

Knowing that financial planning has a demonstrable positive impact on individuals and families, through a clear and direct approach to simplifying the complex, my clients have the peace of mind that their financial aspirations can be accomplished each and every day.

I provide expert advice in:

  • Retirement planning
  • Superannuation strategies
  • Investment planning
  • Centrelink
  • Risk management
  • Share Portfolios

Bridges Nowra Financial planning team

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latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

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