Is Forest Wealth suitable for me?

We are always happy to have an informal meeting to see if our objectives and expectations match up. Book in a meeting at support@forestwealth.com.au or use the contact form on this page.

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 our advice documents that are more tailored than mass produced plans that address the following:

Retirement Advice

We are specialists in this area.

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.

Investment Advice

Whether investing your surplus cash or income, receiving an inheritance, or saving for an early retirement, we will tailor an investment portfolio to suit your objectives, timeframe, tax structure, and risk tolerance.

Insurance Advice

It is most important to understand how much cover is appropriate for you in the event of an accident or illness. You do not want to be over insured or underinsured. We help you identify what is appropriate and then find the best solution for your needs by going to market and comparing what is available. We take into account your cashflow needs and can look at ways to make appropriate insurance cover affordable where cash flow is sensitive.

Estate Planning

This is often an area that is overlooked and people assume that it will work out but it can have a detrimental effect on how much of your wealth your families receive after tax. We will work with your solicitor to ensure the right person gets the right amount of money at the right time.

A broad list of approved products

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.

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