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Being local, we understand that you are looking for someone you can rely on to answer the phone and meet in person, and not bowl you over with industry jargon.
It is our goal to provide you with clear options and guidance on an ongoing basis.

Is Forest Wealth suitable for me?

Investment Advice

Those who gain the most from our services are either approaching retirement, or in retirement, and looking for someone to help them manage their wealth.

Being local, we understand that you are looking for someone you can rely on to answer the phone and meet in person, and not bowl you over with industry jargon.

It is our goal to provide you with clear options and guidance on an ongoing basis.

We are always happy to have an informal meeting to see if our objectives and expectations match up. Book in a meeting at [email protected]

We work off a broad list of approved products, meaning a greater choice of investments for you.

Millennium3 provides access to a full wealth approved product list (APL) which includes access to around 350 managed funds, 200 direct equities (ASX 200), and 7 annuities.

The APL also includes access to sophisticated investments including Wrap platforms, Exchange Traded Funds (ETF), Separately Managed Accounts (SMA), Hybrids and Listed Investment Companies. The broad APL allows flexibility to build and implement bespoke solutions.

Working alongside an accountant also means you can benefit from a one-stop-shop with reduced accountancy fees.

From an advice perspective there is also a lot of crossover, especially with Self-Managed Superannuation Funds.

Some of our clients prefer my advice documents that are more tailored than mass produced plans, and the ability as an adviser to connect directly with Centrelink is usually a win!

Insurance Advice

Forest Wealth compare Insurance Companies and give advice to clients who don’t know how much cover they should have. Different Companies will suit different people. For example, Zurich may be an appropriate and cheapest option for Client A whereas Asteron or AMP or Onepath may be more suited to client B. Client C’s appropriate option may be to hold insurance inside their Superannuation fund, and to use their Superfunds Insurance provider.

If you are looking for a simple Income Protection quote, are worried about covering your debt in the event of death or are looking for advice on the full suite of personal insurance that include Life, Total and Permanent Disability, Trauma and Income Protection please book in a consultation at no charge – [email protected]

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