3 Reviews

Simon Forbes

Shaw and Partners

Silver

32 Yrs Experience

Sydney, NSW 2000

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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"

Managing Debt
Self Managed SuperFunds
Margin Lending
Shares & Investments
Property Investment
Cashflow & Income
Complex Investments
Socially Responsible
Growing Assets

5.00 September 2024

Over twenty years ago, I was in a technical, well paid profession. I was using a default Superannuation scheme, and had little knowledge of investment matters. I needed high quality financial advice to assess my options and make the best possible choices for the long term, as retirement approached.

I was fortunate to make contact with Simon Forbes.

I was impressed by the thorough evaluation he made of my position, my requirements then and in the future, and the investment plan he recommended, which we then implemented.

Since then his attention to detail, personal professional manner, communications skills, and where necessary, his willingness to ‘educate’ a financial novice, have continued through the years, with very beneficial results. My portfolio has been ‘tuned’ over time as the market varies, but has, in twenty years, retained its value whilst providing me, and my family, in retirement now, with a steady, and secure income stream.

I cannot speak too highly of Simon, and whole-heartily recommend him as a Financial Advisor.

PH.

5.00 September 2024

I've been working with Simon as my wealth adviser for five years and counting. In that time, I'm glad to say that Simon has done an excellent job. As far as the hard numbers go, Simon has grown the value of my portfolio well beyond the expectations we initially set. He's proven numerous times that his thoughtful approach to investing works. And he's demonstrated a deft touch when it comes to the dark art of what to buy and when to sell. He's not an overheated boiler room guy - he's a chess grandmaster. In addition to this, Simon has helped me formulate and understand my own big-picture goals, and connected these with an investment strategy in a way that was easy to understand. I think this has made it especially easy and enjoyable to communicate about the portfolio. Simon's a great chat on the phone, and it's always a pleasure to hear his insights. I look forward to continuing the relationship long into the future.

4.50 September 2018

Simon provided very useful information for me, not just a business necessity. He had taken me step-by-step through the recommended investment advice. Being by myself, I felt I needed more security than just my unit. Assisted me to understand my own financial issues, carefully considered the risks of higher returns. I received personalized advice and a high quality service. Here are his very strong ethical traits: personal integrity, very responsible and knowledgeable professional, very trustworthy, friendly, easy to deal with,...genuinely acts in the best interest of the client. He saved me a hundreds of dollars a year, no hidden fees. He was a pleasure to do a business with. I am extremely happy with his service, would recommend him to anyone who needs a quality advice to meet future needs.

Adviser status Silver
Rating 4.83
Number of reviews 3
First year providing advice 1993
Years of experience 32
Highest qualifications
- Foreign Exchange Accreditation
- Superannuation
- ASIC PS146 (Securities, Futures and Managed Investments)
- Margin Lending Accreditation Program
Language spoken
- English