Simone Richardson

Financial Strategist

Gold Coast

Speciality Area

About

As an experienced senior financial adviser, Simone is passionate about empowering people to achieve their financial and lifestyle goals, at all stages of life. Her exposure to financial services started from childhood with both her parents from the industry, and the apple mustn’t have fallen far, with Simone now enjoying over 25 years as a financial adviser.

Simone Feels very fortunate to enjoy her life with her husband and sons and Golden Retriever Nessie. Simone loves sharing experiences wither her family, be it travelling overseas or local adventures, and can often be seen on weekends with family walking beachside or amongst some of the amazing nature trails on the Gold Coast. Simone Keeps fit and healthy at the gym and plays netball with her local team.

With her life and work experience, Simone has an ability to relate to people from all walks of life, at all stages of life. She takes time to understand your unique situation and goals, and explains options and strategies at your level, so you can make informed choices, have clarity, direction and feel at ease.
Simone looks forward to partnering with you on your financial journey.

Qualifications

  • Bachelor of Arts (Humanities)
  • Advanced Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Commissioner for Declarations
  • Certified Financial Planner (CFP)

Connect with Simone

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" To me, Richer Living is the freedom to share precious moments and experiences with family. Whether that be travelling and embracing different cultures and places, or our local family adventures – the delight and wonder on our children’s faces is priceless, as too that on our new Golden retriever pups face. "

Connect with Simone

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“To realise that one can spend these years confidently, knowing that one’s funds are managed and monitored by a trusted organisation within a relationship that recognises and adjusts to my personal needs is so important.”

Peter – Nestworth client for 12 years

“I have no hesitation in recommending Nestworth to anyone who is looking to bring some security and balance to their financial situation or improve where they are at.”

Jerry – Nestworth client for 23 years

“My advisers expertise has been so valuable in an area I clearly do not understand, and he takes great care and time to explain things in a way that I can understand.”

Leanne – Nestworth client for 3 years

“We have been with the team for approximately 30 years, riding through some tough times on the back of other guidance. We now enjoy a fabulous relationship with Matthew and enter post-retirement planning with a great sense of confidence and optimism.”

Dallas & Julie – Nestworth client for 30 years

“We have been with the team ever since the company started nearly 20 years ago and have enormous confidence in the service and advice provided to us over this period.”

Ian & Karen – Nestworth client for 19 years

“We have always found the service to be professional and undertaken with timeliness.”

Brian & Rita – 4 years

“I would recommend this team to anyone looking for financial planning services.”

John – Nestworth client for 27 years

“The team have taken all of the financial stress off my shoulders and are always a pleasure to talk to.”

Kelli – Nestworth client for 6 years

“The advice and strategy we received from them has been outstanding and not only that, we created a trust relationship throughout the years.”

Jake & Anna – Nestworth client for 12 years