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Simon Gillespie

Finance Advisor

Simon is a Finance Advisor at Empower Wealth with five years combined experience in Financial Planning and Mortgage Broking. Simon holds a Diploma of Financial Services (Financial Planning), Certificate IV in Financial Services (Finance/Mortgage Broking) and a Diploma of Finance and Mortgage Broking Management.

With a background in manufacturing, Simon chose a new career in finance after returning from living abroad for two years. Initially starting his career as a Financial Planner, Simon found an interest in lending structures, strategy and processes early on in his career. Since then he has found a real joy in helping friends and clients buy their homes while educating them about the benefits of correct lending structures and how to use their money in smarter ways. Simon believes he has found himself in the unique position to help people realise their dreams and finds this work very fulfilling.

Simon’s role within the business is to analyse a client’s financial situation and put a plan in place to help them achieve their goals through purchasing and investing in property. He believes that in his position, clear communication is just as important as knowledge and is continually seeking to improve his skills as a Finance Advisor.

Simon’s spare time is primarily spent with his young family, but he loves to take any opportunity to play a round of golf. Simon is working on building his own property portfolio using the skills and knowledge that are available within the Empower Wealth team of specialists with the plans to replicate what he teaches his own clients to do in building passive income so he can spend more time working on his golf handicap.

Thank you to Simon and the team for a great result during the New Year period. We appreciate your professionalism and your attention to the finer details and keeping us up to speed every step of the way. Our third brokering experience with Empower Wealth has been just as efficient and effective as the earlier ones. Thanks Team!

- Ben March 2019

Simon has been really patient with us from day 1. We approached him 3 years ago being very young and naive. Simon definitely put our interest first and coached us on how to get to a position where we can trap our surplus and finally buy our house. 3 years later, we finally bought our family home and refinanced. Not only did he give us a good rate for the mortgage, he also coached us on how to maximise the use of our loan to decrease repayments and trap surplus. Thank you for all your hard work and look forward to completing our financial peace with your assistance! Big thank you to May and Anastasia who helped with the process too.

- Bianca March 2019

The team at Empower Wealth are always very professional but have a real warmth to how they interact with their customers. I'm always listened to, no matter how big or small the questions, and the answers provided are explained in detail. Thanks Simon and Anastassia for your steady guidance :)

- Ida December 2018

Thanks to both Anastassia and Simon for their professionalism throughout our loan funding process. They kept us informed at all times, and were always available with any questions that arose. They are definitely experts in their field.

- Glenn December 2018

Empower Wealth have really helped to build my family's financial future. As most people doing this in their mid 40's, we wish we had started sooner, but we are grateful to have started and this will dramatically change where we will be financially in 20 years time. It is not about being rich, but rather about creating options.

- Robert November 2018

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