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Forest Wealth - Financial Advisors in Hornsby, Sydney North Shore
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ
Contact Us
Contact us
  • 1800 31 41 51
  • support@forestwealth.com.au
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ

News

Forest Wealth - Financial Advisors in Hornsby, Sydney North Shore
The final stretch Building wealth before retirement

The final stretch – Building wealth before retirement

The years in the leadup to retirement are an important time. Retirement feels close enough to picture, but it’s still

Read More »
September 22, 2026
Marketing ploys retailers use to get you spending

Marketing ploys retailers use to get you spending

You’re probably familiar with some of the strategies supermarkets use to encourage you to spend more, like displays near the

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September 18, 2026
7 online security tips to keep your accounts safe

7 online security tips to keep your accounts safe

Our lives are extraordinarily intertwined with the internet. We bank, shop, book holidays and keep in touch with friends, all

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September 15, 2026
How to see the world on a budget

How to see the world on a budget

Aussies love to travel, but being a long way from almost everywhere else in the world can make seeing it

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September 11, 2026
Understanding the changes to SMSF rules

Understanding the changes to SMSF rules

For years, limited recourse borrowing arrangements, or LRBAs, have given SMSF trustees a way to borrow money to buy property

Read More »
September 8, 2026
Daniel Winberg Accredited Aged Care Professional

Accredited Aged Care Professional™ program

Daniel Winberg, Forest Wealth Head of Advice, has completed the Aged Care Steps Accredited Aged Care Professional™ program, recognised as the industry

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April 13, 2026
Setting financial boundaries with your adult kids

Setting financial boundaries with your adult kids

It’s natural to want to help your kids, but if that support continues into their adult years it can be

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December 11, 2025
How career cushioning can help you survive a shaky job market

How career cushioning can help you survive a shaky job market

It’s an unfortunate fact of life these days but job security isn’t always a given. Companies go through rough patches,

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December 11, 2025
What is the retirement bonus and how do you get it

What is the retirement bonus and how do you get it?

If you’re nearing retirement, you might have heard the term ‘retirement bonus’ thrown around. While it sounds appealing on the

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December 11, 2025
How to set up a savings system that works

How to set up a savings system that works

A good savings plan is key to getting ahead with your finances, but it won’t be worth its salt if

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December 11, 2025
The simple investing rule to help minimise big losses

The simple investing rule to help minimise big losses

When it comes to investing, advice (both good and bad) is never in short supply. But there’s one piece of

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December 11, 2025
Prepare for a life pivot

How to prepare for a life pivot

Life doesn’t always go to plan. And even if it does, those plans may no longer suit you and what

Read More »
June 13, 2025
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Contact us

Get advice
  • 1800 31 41 51
  • (02) 9482 5310
  • Suite 1203, 67 Albert Ave, Chatswood NSW 2067
  • Suite 1A/19 Hunter St, Hornsby NSW 2077
  • Email us

We service all areas of Sydney including North Shore, Northern Beaches, Inner West, Sutherland Shire, South Sydney, North West Sydney, Central Coast, Melbourne and beyond.

Our team

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.

Our team

More information

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Aged Care Steps Accredited Aged Care Professional™ program

This website is published by Forest Wealth Pty Ltd. Forest Wealth Pty Ltd [CAR 1285537] trading as Forest Wealth; Benjamin (Ben) Andrich [AR 1235664]; Philip (Phil) Broadbent [AR 332985]; Sarah Broady [AR 282197]; Mohamad Dilati [AR 1004916]; Emma Hickling [AR 1003460]; Charbel (Charlie) Hawach [AR 1321047]; Oussama (Sam) Ryma [AR 1003500]; Alexander (Alex) Tasker [AR 398067]; Robert Till [AR 1308074]; Daniel Winberg [AR 289063]; William Yorke [AR 1004686]; Ahmed El-Masri [AR 1241328], Jamil Youssef [AR 1242814], and Jonathan Scukovic [AR 1264055] are authorised representatives of Forest Wealth Holdings (ABN 88 697 620 858, AFSL 700376).

The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

Under no circumstances will any of Forest Wealth Pty Ltd trading as Forest Wealth, its officers, representatives, associates, or agents be liable for any loss or damage, whether direct, incidental, or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Forest Wealth Pty Ltd trading as Forest Wealth representatives or associates may hold interests in or transact in companies or products mentioned herein and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. You should read any relevant Product Disclosure Statements before making an investment decision.

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