Simon Hepple Cfp Email & Phone Number

New Zealand, Auckland

I provide financial advice, recommendations and customised investment solutions to High Net-Worth Clients across New Zealand. I provide advice and recommendations on a range of products both internal and external to Pie Funds. I provide regular reviews around suitability and overall strategy based on a flat advice fee model.I give advice around; investments, portfolio solutions, tax efficiencies and general financial matters.I make these decisions based on a needs analysis… Show more I provide financial advice, recommendations and customised investment solutions to High Net-Worth Clients across New Zealand. I provide advice and recommendations on a range of products both internal and external to Pie Funds. I provide regular reviews around suitability and overall strategy based on a flat advice fee model.I give advice around; investments, portfolio solutions, tax efficiencies and general financial matters.I make these decisions based on a needs analysis, comprehensive risk profile and goal setting. I can provide projections on these investments and what may be appropriate for each situation. I regularly review these recommendations to ensure that they remain appropriate over the long term. I am actively involved in decisions around suitable investments for each client individually and every investment portfolio is bespoke to the client. E.g. I factor in preferences such as ESG, technology and tax advantages in some asset classes. I am not adverse to using a mixture of active and passive strategies in my recommendations. Show less

New Zealand, Auckland

I provided financial advice and customised investment solutions to High Net Worth (<$1.5m+) clients in Auckland. I looked after around 120 clients on an ongoing basis to cater for their financial needs.This involved writing financial plans based on the Certified Financial Planner method and regular reviews to ensure suitability.I gave advice around; investments, portfolio solutions, risk protection, tax efficiencies, estate planning and general financial matters.

Auckland

I designed and advised on suitable investment portfolios for a portfolio of customers within Westpac. These plans would be tailored to the customer needs using various fund managers, direct investments and cash.

Auckland

I advised customers on suitable investment and risk protection tools to enable my customers to achieve their goals.

London, United Kingdom

Advised customers on how various financial derivatives work such as CFDs, futures, swaps, options and margin FX. I specialised in online brokering with commodities. This involved presenting educational seminars in Europe and UK.

Auckland, Sydney

Advised customers on how various derivative products work in a sales background, such as futures, CFDs, margin FX, options, swaps. This involved presenting seminars nationally on investment instruments in the form of marketing. It also involved face-to-face and telephone-based sales.

London, United Kingdom

Involved in organising lending lines to a number of HNW customers around the world.

Graduate Diploma In Business Studies, Financial Planning

Obtained a Grad Dip in Business Studies.

Afa Status, Financial Planning

Ba, Political Studies, German

Graduated with BA and majored in German and International Relations