Award winning Financial Planners and Wealth Advisors in Sydney
Forest Wealth combines the expertise of a large financial advice team with the personalised service of a boutique practice, operating from offices in Chatswood, Hornsby, Sutherland, and Melbourne.
Between them, our advisers bring decades of experience helping Sydney families navigate retirement, superannuation, aged care, and estate planning.
You’ll work with a named adviser who knows your situation, not a call centre or a rotating roster of strangers.
We are happy to meet in person, talk on the phone, or on video call all over Australia.
We service all areas of Sydney including North Shore, Northern Beaches, Inner West, South Sydney, Central Coast, Melbourne and beyond.
Meet the Forest Wealth Team
Click below to learn more about each of our team members.
You can confirm the qualifications of our financial advisers at ASIC’s financial advisers register.
Some advise businesses offshore staff to reduce operating costs.
Forest Wealth has chosen a different approach.
By employing only Australian‑based advisers and support staff, we aim to provide genuine, high‑touch service and give clients confidence that their personal information is supported onshore, within Australia.
What others are saying
About our Australian Financial Services Licence
Forest Wealth holds its own Australian Financial Services Licence. Forest Wealth Holdings (ABN 88 697 620 858) is the holder of AFSL 700376, and our financial advisers are authorised representatives under that licence.
Holding our own licence means the decisions that shape your advice sit with us. Which products we approve, how we research them, and the standards our advisers are held to are set inside Forest Wealth, not handed down by a third party.
Running a licence properly takes specialist support, and we don’t pretend to do it alone. Forest Wealth is a member of The Principals’ Community, a leading network for self-licensed advice businesses in Australia. The community supports self-licensed businesses through four key pillars: community, governance, education and scale, including access to compliance and governance frameworks, ongoing education, peer connection and selected specialist partner arrangements. This helps ensure we are backed by strong professional support, resources and standards while continuing to make decisions locally for Forest Wealth clients. If you would like to find out more, you can visit The Principals’ Community website.
Keeping up to date with regulation and legislation, and making sure our advice is as current and as comprehensive as it can be, we draw on a team of technical experts.
In relation to choosing investments, Forest Wealth maintains its own Approved Product List (APL). Our Investment Committee sets and reviews the APL in partnership with Evidentia Group, drawing on research from Lonsec Investment Solutions. The APL contains a broad range of financial products, and we use our expertise when selecting which products are suitable for you.
More information about our services, fees and how we are paid can be found in our Financial Services Guide FSG.
If you are interested in how your information is protected, please read the Privacy Policy.
You can verify our licence and our advisers on ASIC’s Financial Advisers Register.
Forest Wealth Holdings – ABN 88 697 620 858 – AFSL 700376
Our services
Investments we recommend
- Industry superfunds
- Self-managed super funds
- Wrap accounts
- Retail funds
- Managed funds
- Direct equities (shares)
- Exchange Traded Funds (ETFs)
- Annuities
- Cash based products