Simon Reid is the CEO and Principle Wealth Advisor at RetireInvest Clarence Valley and North Coast.
As a retirement planning specialist, he’s passionate about helping people to see what’s possible, plan confidently and enjoy the next chapters of life to the full.
Simon has been providing quality, personalised advice since 2006. He believes the process should be easy to understand and, above all, empowering. Clients appreciate his insights into the “why” more than just the “what”.
With a thorough understanding of market trends, legislation changes and Government rules and regulations, Simon has a knack for seeing the details as well as the big picture.
He is a strong advocate for bringing city professionalism to the regions while maintaining a friendly country attitude.
Simon been instrumental in growing RetireInvest’s presence across the Clarence Valley and North Coast. Under his leadership, the team was recently named CEO Choice Practice Winner from over 50 advice practices.
Every day, he strives to develop a team of experienced, caring professionals who make a difference for their clients.
An Emerald Beach local for over 30 years, Simon enjoys spending time with family and friends, gardening and chasing after four great dogs in one: a Kelpie, Border Collie, Bull Mastiff and Blue Heeler mix.
Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning
