Simon Forbes

Background

About Simon Forbes

Who I assist? Those who want a unique outcome based on life experiences, Specifically by mapping their values, goals and objectives into an holistic format # 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"