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Forest Wealth - Financial Advisors in Hornsby, Sydney North Shore
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ
Contact Us
Contact us
  • 1800 31 41 51
  • support@forestwealth.com.au
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ
  • How we help
  • Are we suitable for you?
  • Financial services
    • Comprehensive financial advice
    • Superannuation advice
    • Retirement planning
    • Cashflow management advice
    • Insurance advice
    • Centrelink advice
    • Investment philosophy
    • Estate planning advice
    • Aged care advice
  • Our process
  • Our Team
  • FAQ

News

Forest Wealth - Financial Advisors in Hornsby, Sydney North Shore
Sell your home to fund aged care

Will you need to sell your home to fund aged care?

As you or your parents grow older and the realisation that some form of aged care may be needed starts

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October 14, 2024
Passive vs active investments

Passive vs active investments: Which comes out on top?

There are plenty of different investment types to choose from, but one of the more important distinctions you’ll encounter is

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October 14, 2024
What does financial freedom look like

What does financial freedom look like (and is it in the cards for you?)

There are many different paths to financial freedom. For some people it’s the product of years of planning and discipline.

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October 14, 2024
Striking the right balance as an investor

Under or overconfidence: Striking the right balance as an investor

By Simon Russell Overconfidence has different components, but perhaps the simplest way of describing it is the feeling that we’re

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October 14, 2024
Surprise retirement expenses

Surprise retirement expenses you should know about

Retirement often forces people to put their spending habits under the microscope in ways that they didn’t during their working

Read More »
September 13, 2024
Scammers target superannuation

How scammers target your superannuation (and what you can do to protect it)

Your super is likely one of your biggest financial assets, and unfortunately that makes it a popular target for scammers.

Read More »
September 13, 2024
Transferring property to your children

The tricky reality of transferring property to your children

Many parents have been able to help their children get on the property ladder by gifting money or signing on

Read More »
September 13, 2024
Super is working for you

5 steps to take right now to make sure your super is working for you

Your annual super statement will provide a snapshot of how your super is going, but it can also be an

Read More »
September 13, 2024
Mental shortcuts

The mental shortcuts that might be helping or hurting your finances

By Simon Russell Our brains are susceptible to certain automatic thought patterns, and fighting against them can be a challenge

Read More »
September 13, 2024
Derailing your super

Is default bias derailing your super?

By Simon Russell Let’s imagine two groups of people looking to hire a car. One is told they can have

Read More »
August 14, 2024
Contribute to your child super

Can you contribute to your child’s super?

As a parent, you probably want to boost your child’s chances of achieving wealth and security in life, and topping

Read More »
August 14, 2024
Planning for retirement when you have debt

Planning for retirement when you have debt

According to ABS figures, the average household debt has quadrupled over the last 18 years, jumping from $62,000 in 2003-04

Read More »
August 14, 2024
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Contact us

Get advice
  • 1800 31 41 51
  • (02) 9482 5310
  • Suite 1203, 67 Albert Ave, Chatswood NSW 2067
  • Suite 1A/19 Hunter St, Hornsby NSW 2077
  • Email us

We service all areas of Sydney including North Shore, Northern Beaches, Inner West, Sutherland Shire, South Sydney, North West Sydney, Central Coast, Melbourne and beyond.

Our team

Forest Wealth combines the expertise of a large financial advice team with the personalised service of a boutique practice, operating from offices in Chatswood, Hornsby, Sutherland, and Melbourne.

Between them, our advisers bring decades of experience helping Sydney families navigate retirement, superannuation, aged care, and estate planning.

You’ll work with a named adviser who knows your situation, not a call centre or a rotating roster of strangers.

We are happy to meet in person, talk on the phone, or on video call all over Australia.

Our team

More information

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  • Our team of financial planners
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Aged Care Steps Accredited Aged Care Professional™ program

This website is published by Forest Wealth Pty Ltd. Forest Wealth Pty Ltd [CAR 1285537] trading as Forest Wealth; Benjamin (Ben) Andrich [AR 1235664]; Philip (Phil) Broadbent [AR 332985]; Sarah Broady [AR 282197]; Mohamad Dilati [AR 1004916]; Emma Hickling [AR 1003460]; Charbel (Charlie) Hawach [AR 1321047]; Oussama (Sam) Ryma [AR 1003500]; Alexander (Alex) Tasker [AR 398067]; Robert Till [AR 1308074]; Daniel Winberg [AR 289063]; William Yorke [AR 1004686]; Ahmed El-Masri [AR 1241328], Jamil Youssef [AR 1242814], and Jonathan Scukovic [AR 1264055] are authorised representatives of Forest Wealth Holdings (ABN 88 697 620 858, AFSL 700376).

The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

Under no circumstances will any of Forest Wealth Pty Ltd trading as Forest Wealth, its officers, representatives, associates, or agents be liable for any loss or damage, whether direct, incidental, or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Forest Wealth Pty Ltd trading as Forest Wealth representatives or associates may hold interests in or transact in companies or products mentioned herein and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. You should read any relevant Product Disclosure Statements before making an investment decision.

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