Simon Talbot Email & Phone Number

Having over 20 years’ experience delivering strategic financial advice, Simon began his career and went to spend three years with leading Australian stockbroker, Ord Minnett prior to joining the NAB Private in 2000 which transferred its leading advisers to JB Were Wealth Management in 2015.During this time, Simon has built a unique portfolio of High Net Worth investors with a multitude of clients in CEO, CFO roles as well as successful business owners and retirees.Simon has specific expertise in retirement planning, wealth accumulation strategies, gearing, mastering your superannuation, wealth protection and estate planning. Simon has been managing his client’s expectations and investment portfolios over several business cycles and has a range of investment knowledge in direct Australian Shares, International Shares, Bonds, Managed Funds and Exchanged Traded Options. Simon is one of the few Australian based private wealth advisers with a significant experience in the Asian market and has mandarin and cantonese capability within his broader team. Simon has many clients across the world and regularly engages with them to delivers advice led solutions in managing their portfolios and understands the complexity of cross jurisdiction issues. At the heart of what Simon does is building strong relationships based upon trust, transparency and openness. Simon believes in the importance of strong personal relationships to assist his clients in their decision making process, help them articulate their key goals and support them when navigating their investment portfolios through different business cycles and different parts of their life journey.

Listed skills include Risk Management, Financial Advisory, Investment Advisory, Relationship Management, and 25 others.