Simon Forbes

Who I assist ?

Specifically

• Business owners - Directors/Executives
• Engineers
• Pilots
• Medical Specialists
• Farmers

What issues do I identify & solve?

• reduce volatility through sensible diversification often in the unlisted space
• Returns on cash at bank in your superfund, family trust and company accounts
• Underinvestment in International Markets, our solution is nimble & easy to understand
• Underinvestment in fixed interest, our solution is tailor made
• Over exposure to shares and direct property resulting in significant unrealised losses when markets

correct. Our solution rebalances offering lower volatility.

• Specializing in intergenerational wealth advice around appropriate structures and investment allocation

Why we do what we do?

• * "Teach a person to save they have money for a month, teach them to invest they have money for a

lifetime"

• * "Our point of difference is we identify what people value and apply those values to innovative solutions

for their peace of mind"