Who I assist ?
- Business owners - Directors/Executives
- Medical Specialists
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
- * "Our point of difference is we identify what people value and apply those values to innovative solutions
for their peace of mind"
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
- Number of reviews 1
- First year providing advice 1993
- Years of experience 30
- Margin Lending Accreditation Program
- Foreign Exchange Accreditation
- ASIC PS146 (Securities, Futures and Managed Investments)
Shaw and PartnersChifley Tower, Level 7, 2 Chifley Square
Sydney, NSW 2000
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
Shaw And Partners