Simon M. Joseph is a seasoned financial adviser with more than sixteen years of experience in wealth management.
He studied Economics and Biology at university before starting his career, where he quickly discovered that the key to success was not only understanding the markets but also understanding people.
A former collegiate lacrosse player, Simon credits sport with shaping his work ethic and discipline. “Lacrosse taught me to think ahead and stay accountable. Those lessons still guide how I work with clients today,” he says. His ability to combine strategy with empathy has earned him multiple industry awards and a reputation as a trusted independent adviser.
Beyond his career, Simon is a devoted family man. He enjoys fishing, golfing, and spending time with his children and their two black Labradors. He believes balance outside of work brings clarity inside the office. “The market never stops moving, but family life reminds me what truly matters,” he explains.
Simon is also deeply rooted in his community. He serves as a deacon at his church and volunteers his time to support local initiatives. His leadership extends beyond finance, reflecting his belief that strong communities create stronger individuals.
Today, Simon continues to thrive as a leader in his profession. He blends technical knowledge with personal insight, offering clients confidence and clarity as they pursue their goals. His career reflects a commitment to discipline, service, and a clear vision for the future.
Interview Q&A:
Introduction
Simon M. Joseph has spent over sixteen years working as a financial adviser. His path into the industry was shaped by sport, study, and a drive to help people find clarity in complex situations. In this interview, Simon reflects on his career journey, the lessons he has learnt, and the role of discipline and community in his life.
Q: Simon, can you tell us a bit about your early years and how you found your way into finance?
A: I studied Economics and Biology at university, which might sound like an unusual combination, but it gave me a broad perspective on how systems work, whether that’s markets or living organisms. At the same time, I was playing collegiate lacrosse. That experience taught me discipline and teamwork. When I finished my studies, I wanted a career where I could combine analysis with working closely with people. Wealth management felt like the right fit.
Q: How did sport influence your career?
A: Lacrosse demanded focus. You couldn’t just show up for matches; you had to prepare every day. That lesson carried straight into my professional life. I often say to colleagues that sport trained me to think two steps ahead and to stay accountable. Those qualities are essential in this industry.
Q: What were the early years of your career like?
A: Tough but rewarding. The industry is competitive, and in the beginning I had to learn quickly. I realised that clients weren’t only looking for someone who could crunch numbers. They wanted to feel understood. One of my first clients told me, “I don’t just need someone to manage money—I need someone who understands my life.” That stayed with me.
Q: Over sixteen years, you’ve earned recognition in the industry. What do you think has set you apart?
A: Consistency. Awards are nice, but for me it’s about showing up day after day and building trust over time. People want to know you’ll be there in good times and in bad. I’ve always tried to focus on the long term, not the quick win.
Q: How do you balance such a demanding career with family life?
A: My family is central to who I am. I’ve got kids and two black Labradors, and I love spending time with them, whether it’s fishing, golfing, or just being outdoors together. Family life keeps me grounded. The market never stops moving, but children don’t care about that—they care about whether you’re present. That perspective has helped me avoid being consumed by the job.
Q: You’re also active in your community. Can you tell us about that?
A: Yes, I serve as a deacon at my church, and I volunteer with local initiatives when I can. Community work gives me balance. It reminds me that success isn’t just professional—it’s also about how you contribute where you live. For example, I recently helped organise a local food drive. Seeing people come together like that reinforces why it’s important to give back.
Q: Looking back, what do you consider the key turning point in your career?
A: The moment I became an independent adviser. It required confidence, but it also allowed me to focus on building relationships in a way that aligned with my values. It was a step that proved discipline and trust could build a strong foundation over time.
Q: What advice would you give your younger self starting out?
A: I’d tell myself not to worry so much about the future. In the early days, I wanted to prove myself quickly. But this is a career built on patience. Relationships, trust, and reputation take time to develop. If I could go back, I’d say, “Stay consistent, stay disciplined, and the rest will follow.”
Q: How do you see the future of your industry and your role in it?
A: The industry will always evolve, but the fundamentals don’t change: people want to feel secure and understood. I want to continue being someone who can provide that, while also staying active in my community and being present for my family. For me, success is about balance—professional growth, personal happiness, and community engagement working together.
Conclusion
As you can see Simon Joseph, Financial Advisor’s journey from the lacrosse field to wealth management is a story of discipline, patience, and community spirit. His career reflects not only his professional expertise but also his commitment to family and service. As he continues his work, Simon remains focused on the long game—both in business and in life.
