We are on a mission to educate, inform and manage the financial affairs of people who are expert at what they do, but know that financial planning is not their strongest skill

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Forwood Planning Prides Itself On Providing Comprehensive Financial Strategies

PLANNING FOR FINANCIAL COMFORT

Investment
Protection
Savings
Structure
Cash Flow

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PLANNING FOR THE UNEXPECTED

Home
Lifestyle
Family
Change
Vision

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PROTECTION FOR YOUR LIFESTYLE

Health
Education
Parents
Children
Retirement

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PLANNING YOUR LEGACY

Charity
Knowledge
Estates
Giving
Family

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How Do Advisers Charge for Their Advice?

Choosing the financial planner that’s right for you is a big decision. You’re selecting someone to help you make some of the biggest financial decisions of your life.

Most financial planners in Australia offer a complimentary, obligation free first meeting. This is a great opportunity to meet face-to- face and get a sense of whether they are the right planner for you. It’s a relationship that may last well into your retirement, so it’s important to choose carefully.

It is also important that you fully understand how your financial adviser gets paid.

We’ve developed a guide that can help you understand the various ways that advisers can and do charge, so that you can work out if you will be receiving value for the dollars that you will spend.  Filled with lots of insider insights and questions to ask your potential new planner, “How Advisers Charge for Their Advice” will help you make sense of the industry and your options.

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What our clients say about us?

Engaging with Forwood Planning was one of the best things I have personally done for my family. The level of expertise, attention to detail & technical know-how that I now have access to gives me a great feeling of reassurance in what is a growingly complex world – Gareth

Making a Complaint

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

  • Email Us
  • Call Us on 07 3103 3038
  • Write to us at PO Box 1291, New Farm QLD 4005

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority.

You can contact AFCA on 1800 931 678 or via their website www.afca.org.au.

AFCA provides fair and independent financial services complaint resolution which is free to consumers.