Financial Advisors and Retirement Planners in Sydney

Forest Wealth provided the exact services that I was looking for all in the one place. Emma has the knowledge and experience, which allows me to feel confident and relaxed, ensuring my superannuation continues to support me for many, many years. I was able to achieve my main goal of paying off my mortgage and purchasing a new vehicle. A monthly payment was set up which allows me to live comfortably and enjoy the life I was accustomed to. I totally recommend Forest Wealth and especially Emma to assist with retirement, financial and investment planning.

I first met Alex Tasker in 2015 when he was an advisor at the ANZ, I had invested in 2007 so had experienced several ANZ advisors. I thought he was excellent there, well prepared and informed about the economy and markets. We formed a good working relationship. I followed Alex to the new Forest Wealth firm in 2018 . I have always found Alex to be attentive to my investing profile, he is flexible, explains his advice clearly, and I have strongly recommended him to three friends over recent years.

Our family has been involved with Alex Tasker and Forest Wealth for several years. As our family has grown our financial goals have become more important in ensuring we have the right direction to secure our future. We have broadened our scope and engaged Alex and his team to get more involved in our long term plans. The advice and recommendations in recent years have seen solid growth and have always found the team to be willing and accommodating to our changing needs. Regular reviews have always been beneficial to track progress. Would recommend to anyone wanting to get more from their financial goals and work with people who treat you more than just another customer.

Since Emma took over my portfolio, not only has it grown but she has been proactive in listening to our goals and putting strategies in place so I can reach them. Regular (but not too often) interaction has appeased any concerns that have happened in the marketplace and realistic actions so our money is working the best for us. In addition to Emma, Forest Wealth email informative newsletters. I have such faith in Emma and Forest Wealth that she now not only looks after myself and my husband, but my cousin and sister too.

We’ve been working with Jamil from Forest Wealth now for the last 10 months and I couldn’t be more confident in the guidance and support we’ve received. Both he and the company take the time to truly understand our goals and explain everything clearly, making the entire process feel less overwhelming. We trust their expertise completely and genuinely appreciate their approachable, thoughtful style. Highly recommend!

I have been dealing with Will with any queries and concerns to do with my Super and have found he’s help extremely helpful and responses to be prompt on all occasions. I have on numerous occasions recommended Will to both family and friends and will continue to do so.

My journey from work life and home ownership to retirement has been advised and managed by Sam Ryma for the last 15 years. He has been my shepherd and guide and I now consider him to be a friend and part of each others family. In relation to this Sam will continue his agency for me after my death. I have absolute trust in his honest sincerity, professionalism, fidelity and financial knowledge. He communicates options and scenarios with considerable considered knowledge concerning the laws and intricacies of the Australian superannuation, tax, aged pension and estate planning requirements.

We met Sam about 4 years ago when the Financial Advisor we were originally with decided to sell his portfolios to Forest Wealth. Sam arranged a meeting at our house and we were immediately put at ease at how passionate he was about his clients. His knowledge of the financial sector was great and he explained everything in plain english so we were able to understand the plan he wanted to put in place for our future. Since then he has advised us on how to transition into retirement with the confidence that we should be able to continue to live the lifestyle we presently have.