Financial Advisor in Chatswood, Forest Wealth’s Main Office
Forest Wealth’s Chatswood office is our principal place of business, located on Level 12, 67 Albert Ave, Chatswood NSW 2067, in the heart of the Lower North Shore. From here, our team of award-winning financial advisers serves clients across Chatswood, the Lower North Shore, Northern Beaches, Inner West, and Greater Sydney.
Whether you are planning for retirement, managing a growing investment portfolio, reviewing your superannuation, or navigating a significant life transition, our Chatswood advisers provide personalised, face-to-face financial advice without the jargon.
Why Choose Our Chatswood Financial Advisors?
Chatswood sits at the centre of one of Sydney’s most financially active corridors, a short train ride from the CBD, surrounded by established suburbs where high-earning professionals, growing families, and pre-retirees are making important financial decisions every day.
Our Chatswood team understands this community. We work with executives commuting to the city, dual-income families building long-term wealth, business owners planning their exit, and retirees making their money last. What our clients have in common is that they want advice from someone they can sit down with, trust, and return to year after year.
We are independently licensed under AFSL 244252, which means our advice is driven by what is right for you, not by product quotas or commissions from financial institutions.
Financial Planning Services Available in Chatswood
Our Chatswood advisers offer the full range of Forest Wealth’s financial planning services:
Retirement Planning
Building a clear, tax-effective plan for transitioning from work to retirement, covering income streams, superannuation drawdown strategies, Age Pension eligibility, and lifestyle planning.
Superannuation Advice
Reviewing your current super fund, consolidating accounts, maximising contributions, and ensuring your super is invested appropriately for your stage of life.
SMSF Advice
Setting up and managing a self-managed super fund, including trustee obligations, investment strategy, and annual compliance requirements.
Investment Management
Tailored investment portfolios aligned to your goals, risk tolerance, and time horizon, across shares, managed funds, property, and cash.
Insurance Advice
Life insurance, income protection, total and permanent disability (TPD) cover, and trauma insurance, reviewed and structured to protect your income and assets.
Aged Care Financial Advice
Helping families plan for residential aged care costs, navigate the means test, and choose between accommodation options (RAD vs DAP) with confidence.
Estate Planning
Ensuring your wealth passes to the right people in the right way, including binding death nominations, testamentary trusts, and coordination with your solicitor.
Centrelink Advice
Maximising your Age Pension entitlements and understanding how your assets and income are assessed under the Centrelink means test.
Areas We Serve from Chatswood
Our Chatswood office is the natural meeting point for clients across a wide band of Sydney:
- Lower North Shore: Neutral Bay, Mosman, Cremorne, Cammeray, Crows Nest, St Leonards, Artarmon
- Upper North Shore: Wahroonga, Turramurra, Pymble, Gordon, Killara, Lindfield, Roseville
- Northern Beaches: Manly, Dee Why, Brookvale, Mona Vale, Warriewood, Newport
- Inner West: Chatswood surrounds, Lane Cove, Ryde, Meadowbank
- City and East: CBD, North Sydney, Kirribilli
If you are not near Chatswood, we also have offices in Hornsby and Sutherland, or we can meet by video call anywhere in Australia.
Meet Our Chatswood Team
Forest Wealth’s Chatswood advisers are authorised representatives of Millennium3 Financial Services Pty Ltd (AFSL 244252) and are registered on the ASIC Financial Adviser Register. Each adviser brings specialist expertise across different areas of financial planning.
Visit our team page to meet the advisers
What Our Clients Say
“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.”
— Ruth B.
“Our family has been involved with Alex Tasker and Forest Wealth for several years. We have broadened our scope and engaged Alex and his team to get more involved in our long term plans. Regular reviews have always been beneficial to track progress.”
— Lan & Andrew
Book a Meeting at Our Chatswood Office
We offer a free initial consultation, no obligation, no cost. Come in and meet us at Level 12, 67 Albert Ave, Chatswood, or we can arrange a phone or video call at a time that suits you.
Chatswood Office
Level 12, 67 Albert Ave, Chatswood NSW 2067
Phone: 1800 31 41 51
Email: support@forestwealth.com.au
Hours: Monday to Friday, 9am – 5pm | Saturday by appointment
