Forest Wealth - Financial Advisors in Hornsby, Sydney North Shore

Unlock more from your retirement

If you're over 55 and own your home, you're likely sitting on an overlooked opportunity to create more income and peace of mind in retirement.

Learn smart, government-backed strategies that everyday Australians are using to boost their retirement savings or income without borrowing or investing in anything risky.

What you’ll learn inside this free ebook

  • How to make your home work for your retirement
  • Ways to legally add $100k–$300k+ to your retirement savings
  • How others are creating tax-free income later in life
  • Why it’s not too late to improve your situation, even if you’re behind
  • The simple steps you can take to get clarity and confidence right now

Who this is for

  • You’re over 55 and own most or all of your home
  • You’re already retired, or planning to retire in the next 5–10 years
  • You’re not sure if your super or savings will go the distance
  • You want trusted, expert advice without sales pressure or industry jargon

If you're over 55 and own your home, you're likely sitting on an overlooked opportunity to create more income and peace of mind in retirement.

Forest Wealth eBook Mockup 2
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Bonus!

Free 15-Minute Financial Health Check

Want personalised guidance?

After downloading the guide, you’ll have the option to book a complimentary 15-minute call or meeting with one of our qualified advisors.

No cost. No obligation. Just answers.

Who we are

At Forest Wealth, we help everyday Australians build smarter, stronger retirement strategies by unlocking the value they’ve already earned in their home.

We offer clear, easy-to-understand advice and work Australia-wide via phone, video or in person.

No pressure. No jargon. Just practical strategies that work.

Forest Wealth Team 2024

What others are saying

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. I was able to achieve my main goal of paying off my mortgage and purchasing a new vehicle. A monthly payment was set up which allows me to live comfortably and enjoy the life I was accustomed to. I totally recommend Forest Wealth and especially Emma to assist with retirement, financial and investment planning.
Ruth B.
I first met Alex Tasker in 2015 when he was an advisor at the ANZ, I had invested in 2007 so had experienced several ANZ advisors. I thought he was excellent there, well prepared and informed about the economy and markets. We formed a good working relationship. I followed Alex to the new Forest Wealth firm in 2018 . I have always found Alex to be attentive to my investing profile, he is flexible, explains his advice clearly, and I have strongly recommended him to three friends over recent years.
Tony
Tony
Our family has been involved with Alex Tasker and Forest Wealth for several years. As our family has grown our financial goals have become more important in ensuring we have the right direction to secure our future. We have broadened our scope and engaged Alex and his team to get more involved in our long term plans. The advice and recommendations in recent years have seen solid growth and have always found the team to be willing and accommodating to our changing needs. Regular reviews have always been beneficial to track progress. Would recommend to anyone wanting to get more from their financial goals and work with people who treat you more than just another customer.
Lan & Andrew
Lan & Andrew
Since Emma took over my portfolio, not only has it grown but she has been proactive in listening to our goals and putting strategies in place so I can reach them. Regular (but not too often) interaction has appeased any concerns that have happened in the marketplace and realistic actions so our money is working the best for us. In addition to Emma, Forest Wealth email informative newsletters. I have such faith in Emma and Forest Wealth that she now not only looks after myself and my husband, but my cousin and sister too.
Alyssa M.
Alyssa M.
We’ve been working with Jamil from Forest Wealth now for the last 10 months and I couldn’t be more confident in the guidance and support we’ve received. Both he and the company take the time to truly understand our goals and explain everything clearly, making the entire process feel less overwhelming. We trust their expertise completely and genuinely appreciate their approachable, thoughtful style. Highly recommend!
Kevin A. & Carol S.
I have been dealing with Will with any queries and concerns to do with my Super and have found he’s help extremely helpful and responses to be prompt on all occasions. I have on numerous occasions recommended Will to both family and friends and will continue to do so.
Scott S.
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 and part of each others family. In relation to this Sam will continue his agency for me after my death. I have absolute trust in his honest sincerity, professionalism, fidelity and financial knowledge. He communicates options and scenarios with considerable considered knowledge concerning the laws and intricacies of the Australian superannuation, tax, aged pension and estate planning requirements.
Ross B.
We met Sam about 4 years ago when the Financial Advisor we were originally with decided to sell his portfolios to Forest Wealth. Sam arranged a meeting at our house and we were immediately put at ease at how passionate he was about his clients. His knowledge of the financial sector was great and he explained everything in plain english so we were able to understand the plan he wanted to put in place for our future. 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.
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Frequently asked questions

Is this guide suitable for someone already retired?

Yes — it’s perfect for people at any retirement stage who own their home and want to do more with what they already have.

Yes

There isn’t one. The ebook is free, and the consultation is obligation-free.

We’re paid by the financial product providers we may recommend, so in most cases, there’s no direct cost to you for the initial advice. If ongoing support is needed, we’ll always be upfront and transparent.

That’s completely fine. Our goal is to help you understand your options, not pressure you into decisions. Many people speak with us just to get clarity and see what’s possible for the future.

Accountants and financial planners often work together, but they serve different roles. Accountants focus on past and present tax obligations. We help you look forward and plan strategically for the years ahead.

You’re not alone, and it’s definitely not too late. Even small changes can make a big difference. We help people who are already retired or planning to retire in the next few years build a stronger plan with what they already have.

Absolutely. We offer in-person meetings across parts of Australia, as well as phone and video consultations for flexibility.

Forest Wealth is a licensed financial advice firm regulated by ASIC. We’re committed to clear, ethical, and personalised advice, no confusing jargon or hidden agendas.

Download your free guide