This website contains general advice which does not consider your particular circumstances. You should seek advice from Forwood Planning who can consider if the strategies and products are right for you.

Forwood Planning Pty Ltd ATF Forwood Planning Trust will endeavour to update the website as needed. However, information can change without notice and Forwood Planning Pty Ltd ATF Forwood Planning Trust does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

Forwood Planning Pty Ltd ATF Forwood Planning Trust does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Forwood Planning Pty Ltd ATF Forwood Planning Trust and its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

Forwood Planning Pty Ltd ATF Forwood Planning Trust is a Corporate Authorised Representative No. 1238510 of Australian Wealth Holdings Pty Ltd (AFSL 481674) ABN 72 608 528 427

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

We are a privately owned business. We are licenced with a client-centric Australian Financial Services Licensee – Australian Wealth Holdings Pty Ltd.

We are 100% owned by the Forwood Family and we are under no pressure to sell you any particular product. ​We are not required to advise on any products, and if you prefer, we can simply provide you with strategic advice for you to implement yourself.