No matter what stage of life you’re at, we provide a range of services to help assess and develop an appropriate plan for your financial situation.
Whether you’re just starting out or have a more sophisticated understanding of the financial advice process, our experienced team know the strategies that can help you navigate the complexity of investing, insurance and setting yourself up for a comfortable retirement. With so much to consider when it comes to managing your financial situation, it makes sense to work with a trusted adviser with a track record of success to recommend an appropriate plan for you.
BA, BEd, Grad Dip FP, F Fin, AFP
Director – Financial Planning
Authorised Representative of Count Financial Ltd
Simon is the Director of Haden Partners and manages the Financial Planning division.
Haden Partners was established in 1980 by Simon’s father, George Haden, with the business later becoming affiliated with the dealer group, Count Financial Ltd. This partnership has remained strong for over 30 years. The combination of George’s taxation expertise and Simon’s proficient knowledge of Financial Planning, this Father/Son duo, along with their respective teams are well equipped to provide tax effective financial and investment advice.
Simon understands that everyone’s needs are different and subsequently works together with each individual client to identify their goals and tailors his advice to provide the optimum possible outcome. With the financial landscape continually shifting, Simon is committed to ongoing professional development, always ensuring he and his team are up to date with any relevant changes in legislation and the domestic and global economies.
Simon is married to Catherine, who also plays an active roll in the business. They are kept busy in their spare time raising their two teenagers, whilst living in the beautiful surrounds of the Mornington Peninsula.