Many of us worry about the future. How can we make the most of our finances? Will we have enough to live the retirement we dream of – or even just be comfortable? Will we be able to help our children and grandchildren financially? What control do we really have?
Although none of us can predict the future, the good news is you can have more control than you might think – and having a specific plan is the key. Your Forwood Planning financial adviser will work with you to identify your goals and develop a tailored strategy that will work to achieve your aspirations. You’ll get all the guidance you need about how to make your finances work for you, and we’ll help you put everything in place.
When developing your plan, we’ll carefully consider your personal goals and values and how they sit across the four pillars of financial planning:
- Investment
- Protection
- Structure
- Cash Flow
Get in touch to have a chat about your future financial comfort.
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
TRANSPARENCY
- Come and meet us. Find out how we work. No obligation. No charge. No strings.
- Sometimes you think you have things under control and you just want someone to do a sense check. Come and have a chat – if we believe you’ve got your affairs in order, we won’t sell you a service you don’t need.
EASE
- Maximum efficiency. Minimal time. Life is busy and complicated. We know you have other things to do. We’ve streamlined our processes so we don’t keep you away from things for too long.
- All forms and paperwork are pre-filled. All you need to do is read and sign.
SOLID ADVICE
- We start with your goals – what do you want to get of the advice?
- We’ll thoroughly research the options and present them to you.
- No “get rich quick” schemes. No magic silver bullets.
- Everything you need to feel informed. Data, facts, statistics. Knowledge is power. And you need to be in control of your decisions.
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.