One area where we often provide support is to help people understand what options they have in relation to financial strategies and products. Once we have agreed to a client’s personalised strategy, we can then assess whether their existing products are suitable for them or if there are better alternatives in the market.
How we can help you
We can broadly split our clients into 2 groups. People who want investment/superannuation advice and people who want insurance advice. Overarching this is the personalised strategic advice that is essential to all.
Forest Wealth and Investment Advice
We currently advise on over $100m in funds for our clients. There are so many options available to investors, and a lot of the time this is why people seek professional financial advice.
Our clients often have similar requests:
- I need my money to last my lifetime
- I don’t want to take on too much risk
- I’d like to leave something for my beneficiaries
- I don’t want to pay any tax
- I want to make sure that I’m maximising my Centrelink entitlements
If you have similar questions then I’m sure we can help. Feel free to contact Forest Wealth using the contact form on this page.
Types of Investments we recommend at Forest Wealth
- Industry Superfunds
- Self-Managed Super Funds
- Wrap Accounts
- Retail Funds
- Managed Funds
- Direct Equites (Shares)
- Cash based products
Forest Wealth and Insurance Advice
If you would like a recommendation on the amount of insurance to hold and the most appropriate insurers to use, we are happy to help you out.
There is more to personal insurance than meets the eye, so professional advice is recommended. Not all insurers give the same type of cover, and are as reputable as one another.
We will give you advice on how to structure your insurance (inside or outside of Superannuation for example), which premium types to use, which insurance company is appropriate for you as an individual, how much cover to have, and which features are most suited to you specifically.
Forest Wealth is a Corporate Authorised Representative of an IOOF owned company called ‘Millennium3’ we use products recommended by M3, and only products that have been examined by their experienced research team are placed on the Approved Products List (APL).