Forest Wealth’s Hornsby office is located at Suite 1A/19 Hunter Street, Hornsby NSW 2077, next to the water clock near Westfield Hornsby. It is one of three Forest Wealth offices serving Greater Sydney, and the natural choice for clients on the Upper North Shore and Central Coast who want face-to-face financial advice close to home.
Our Hornsby advisers have been helping families, professionals, and retirees across this community for years, providing straightforward financial advice without industry jargon.
Financial Planning for the Upper North Shore and Central Coast
Hornsby sits at a unique crossroads: it is the last major hub on the North Shore line before the Central Coast, making it accessible for clients coming from Asquith, Waitara, Berowra, and Mt Colah as well as those heading south from Gosford and Wyong.
The clients we see at our Hornsby office reflect this mix. Many are families who bought into the Upper North Shore for the schools and lifestyle and are now thinking seriously about how to protect and grow their wealth. Some are Central Coast residents who prefer meeting in person and find Hornsby a convenient halfway point. A growing number are pre-retirees and retirees who want to ensure their super lasts and their estate is in order.
Whatever stage you are at, our Hornsby team provides personalised advice tailored to your specific circumstances, not a generic plan off the shelf.
Financial Planning Services Available in Hornsby
Retirement Planning
Building a clear income strategy for retirement, including account-based pensions, transition to retirement planning, Age Pension eligibility optimisation, and Centrelink strategies.
Superannuation Advice
Reviewing your super fund performance, consolidating accounts, maximising concessional and non-concessional contributions, and setting an investment strategy aligned to your retirement timeline.
SMSF Advice
Establishing and managing a self-managed super fund, including trustee responsibilities, ongoing compliance, and tailored investment strategy within your fund.
Investment Management
Personalised investment portfolios across shares, managed funds, and cash, structured around your goals and risk tolerance, with regular reviews.
Insurance Advice
Life, income protection, TPD, and trauma insurance reviewed objectively and structured inside or outside superannuation based on what is right for your situation.
Aged Care Financial Advice
Helping Hornsby and Central Coast families navigate the cost of residential aged care, understand accommodation options (RAD vs DAP), and plan around the Centrelink means test.
Estate Planning
Ensuring your assets pass to the right people, binding death nominations, beneficiary strategy, and coordination with your estate planning solicitor.
Centrelink Advice
Maximising your Age Pension entitlements and understanding how superannuation, investment assets, and income are assessed.
Areas We Serve from Hornsby
Our Hornsby office is particularly convenient for clients from:
- Upper North Shore: Hornsby, Waitara, Asquith, Wahroonga, Turramurra, Pymble, Beecroft, Cheltenham, Pennant Hills
- Berowra Corridor: Berowra, Mount Colah, Mount Kuring-gai, Cowan
- Central Coast: Gosford, Terrigal, Woy Woy, Erina, Tuggerah, Wyong
- Hills District: Cherrybrook, West Pennant Hills, Dural
For clients based closer to the city or lower North Shore, our Chatswood office may be more convenient. We also have a Sutherland office for clients in the south, and we can arrange video consultations for clients anywhere in Australia.
Meet Our Hornsby Team
All Forest Wealth advisers are authorised representatives of Millennium3 Financial Services Pty Ltd (AFSL 244252) and listed on the ASIC Financial Adviser Register. We are proud to have been named 2025 Advice Practice of the Year.
Meet our full team of financial advisers
What Our Clients Say
“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.”
— Ross B.
“We met Sam about 4 years ago. Sam arranged a meeting at our house and we were immediately put at ease. 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.”
— Chris & Sue T.
Book a Meeting at Our Hornsby Office
We offer a free initial consultation with no obligation. Come and see us in person at Suite 1A/19 Hunter Street, we are easy to find next to the water clock near Westfield Hornsby.
Hornsby Office
Suite 1A/19 Hunter Street, Hornsby NSW 2077
(Next to the water clock, near Westfield Hornsby)
Phone: 1800 31 41 51
Email: support@forestwealth.com.au
Hours: Monday to Friday, 9am – 5pm | Saturday by appointment
