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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
Take the stress out of retirement

Take the stress out of retirement with income layering

Retirement is a time to say goodbye to work and all the stresses that come with it, but sometimes those

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June 9, 2025
Maths behind becoming a millionaire

The simple maths behind becoming a millionaire

Becoming a millionaire might seem like something solely reserved for lottery winners, CEOs and celebrities. But the truth is many

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June 6, 2025
Too late to start investing

Is it ever too late to start investing?

It’s true that those who start investing early have an advantage, as their investments have more time to grow. But

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June 2, 2025
Early inheritance change child life

4 ways an early inheritance could change your child’s life

Giving an inheritance is one of the most generous things you can do for your children, but the timing can

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May 30, 2025
Debts divided divorce

How are debts divided when you divorce?

Deciding who’s responsible for debts after a breakup can be difficult, and unlike assets that were jointly owned, chances are

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May 26, 2025
Staying ahead when markets are volatile

Staying ahead when markets are volatile

Most investors understand share prices go up and down, but prolonged downturns can be the ultimate test of resilience. As

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May 23, 2025
DIY super

DIY super: What you need to know about SMSFs

As the name suggests, a self-managed super fund (SMSF) is a type of private super fund that you personally manage.

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May 19, 2025
Planning a career change

Planning a career change: A survival guide

Whether you’re feeling burned out or just craving a role you’re better suited to, making the leap from one career

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May 16, 2025
How to retire well

How to retire well according to psychology

Retirement is meant to be a time of freedom, rest and recreation. But despite all the planning and anticipation leading

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May 12, 2025
Keep financial stress at bay

Strategies to help keep financial stress at bay

Financial stress can have a huge impact on our relationships, our work, and even our health and well-being. If money

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April 30, 2025
Choosing a health insurance policy

What to look for when choosing a health insurance policy

Whether your premiums have gone up or your needs and circumstances have changed, it’s always a good idea to review

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April 23, 2025
Biggest risk to your retirement

Why underspending could be the biggest risk to your retirement

A big part of retirement planning is making sure your savings last you till the end of your life. But

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April 16, 2025
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Contact us

Book a call
  • 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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  • Our team of financial planners
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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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