
What happens when you die without a will or super beneficiary?
Most of us have a fairly clear idea of who we would want to inherit our money. But unless we

Congratulations Sandar on an outstanding achievement
We’re very proud to congratulate Sandar Mon on completing her Bachelor of Applied Commerce, majoring in Financial Planning through TAFE

Small money moves that can compound over a decade
You don’t necessarily need to make dramatic changes to put yourself in a better financial position. Sometimes, the more useful

6 strategies to help get out of debt
Debt can be useful, but chances are you’d probably rather see the back of it. If reducing what you owe

Common retirement regrets and how to avoid them
It’s impossible to plan for every twist and turn in retirement, but like with most things in life, there’s a

Celebrating our first season with Turramurra United Football Club
Forest Wealth has wrapped up its first year as a sponsor of Turramurra United Football Club. The club held its

Forest Wealth now operates under its own Australian Financial Services Licence
Forest Wealth now operates under its own Australian Financial Services Licence, held by Forest Wealth Holdings Pty Ltd (AFSL 700376),

Bonds: Higher Yields, Greater Potential
Why bond returns have been lower, how bonds work, and why higher yields have changed the outlook for fixed interest.

What can you do if your mortgage follows you into retirement?
Entering retirement can seem a lot less satisfying when you’re dragging your mortgage across the finish line with you. But

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

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

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