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

  • Self-service super contributions

    The 1 July 2017 super reforms have opened up a fantastic new opportunity to build wealth in super and reduce your tax bill at the same time. That is, it’s now easier to claim a tax deduction on your personal super contributions than ever before.

  • Making the most of managed funds

    When people consider investing, many think about buying a house or shares. However, you may be better off pooling your money and using a managed fund to achieve your financial goals.

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