Trusted Expertise in Financial Planning

At Moneo, your financial future is our priority. Since 1999, we have provided independent, expert financial planning advice so your finances are in safe hands.

Ken Simmonds is a highly qualified investment and retirement planning specialist. He holds the Advanced Financial Planning Certificate. As your independent strategic partner, Ken ensures you receive personalised, informed advice tailored to your unique financial aspirations.

We work collaboratively with you to design and implement a bespoke financial plan to provide peace of mind and clarity — both now and for the years ahead.

The name Moneo is derived from Latin, meaning “to advise and teach.” This reflects our mission: to share our knowledge, provide candid advice, and empower you to make well-informed financial decisions.

Integrity and honesty are at our core. Your needs always come first.

 

What our clients say

 As a company, we strive to give clients excellence. But don’t take our word for it, listen to others who have already worked with us.

We asked our clients, “What is the single biggest benefit you get from working with us?” Here are some of our favourite answers:

Being able to relax and let Moneo manage my investments.
Peace of mind that our investments are in the safe hands of somebody who understands the world of investments and I trust and like, who is also reliable and speedy.
The comfort of knowing that we have someone with your knowledge and experience capable of providing us with continuing sound financial advice.
We don’t have to worry if our money is safe; all the complicated details are dealt with. Trusting Moneo to deal with savings and investments makes life simpler.
Confidence that my financial affairs are being well-managed while taking my personal preferences into account, e.g., ethical investments.