Simon Forbes

Shaw and Partners

31 Yrs Experience
Sydney, NSW 2000

Who I assist ?


  • 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


  • * "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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 1993
  • Years of experience 31
  • Highest qualifications
    • Margin Lending Accreditation Program
    • Foreign Exchange Accreditation
    • Superannuation
    • ASIC PS146 (Securities, Futures and Managed Investments)
  • Language spoken
    • English

Shaw and Partners

Chifley Tower, Level 7, 2 Chifley Square
Sydney, NSW 2000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Shaw and Partners

AFSL 236048