Financial services we offer
Financial advice and planning
At Forest Wealth, we understand that managing your finances can be complex and time-consuming.
That’s why we offer comprehensive financial advice tailored to your unique needs and goals. Our team of experienced advisors is here to help you navigate every aspect of your financial journey, from investing to retirement planning.
Click the links below to read more about our services.
When it comes to investing, it’s essential to consider your financial goals, risk tolerance, and investment horizon. Diversifying your portfolio across different types of investments can help manage risk and improve potential returns.
- Industry superfunds
- Self-managed super funds
- Wrap accounts
- Retail funds
- Managed funds
- Direct equities (shares)
- Exchange Traded Funds (ETFs)
- Annuities
- Cash based products
About Millennium 3
The majority of financial advisers need support from a bigger company and we rely on specialists for in-depth investment analysis.
Keeping up to date with regulation and legislation, and ensuring our advice is as current and as inclusive as it can be, we use a team of technical experts.
We subscribe to Millennium 3 and they provide me with full support in this area.
Millennium3 (M3) is a well-respected and established community of financial and life insurance advisers. With a proud heritage, M3 has been partnering with financial advisers for more than 30 years.
In relation to choosing investments, M3 manages its financial product range obligations through an Approved Product List (APL). The APL contains a broad range of financial services and products, and we use our expertise when selecting which products are suitable for you.
More information on Millennium 3 can be found in their Financial Services Guide FSG.
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If you would like to know more about Millennium3 please contact Millennium 3.
Millennium3 – ABN 61 094 529 987 – AFSL 244252