We’re excited to share some fantastic news: Forest Wealth has been awarded the Advice Practice of the Year for 2025!
This prestigious recognition, presented by WT Financial Group Limited (WT), honours outstanding achievement in client service, business growth, and professional standards in financial advice. WT is one of Australia’s largest financial adviser networks, supporting circa 400 privately-owned practices. Forest Wealth is proud to stand out among this network as the sole recipient of the Advice Practice of the Year award—a testament to our unwavering commitment to excellence and the trust you place in us.
What this means for you:
- Proven Expertise: Independent validation of our client-first approach and commitment to quality advice.
- Continued Excellence: A renewed focus on innovation and tailored strategies in an evolving financial landscape.
- Your Success Remains Our Priority: This award reinforces our dedication to your long-term financial wellbeing.
At Forest Wealth, we have a team of 16 professionals, including 11 qualified Financial Advisers, bringing extensive experience across all areas of financial planning. We provide comprehensive financial advice designed to support every stage of life, including:
- Superannuation and SMSF advice
- Pension advice and retirement planning
- Cashflow management
- Insurance advice (life, TPD, income protection, trauma)
- Centrelink advice
- Tailored investment advice and strategy
- Estate planning and aged care advice
We’re deeply grateful for your trust and partnership—it’s clients like you who inspire us to raise the bar every day.
If you have family, friends, or colleagues who want to feel more confident about their financial future—whether it’s planning for retirement, making the most of their superannuation, managing cashflow, protecting loved ones with the right insurance, navigating Centrelink, or preparing for life’s later stages with estate and aged care planning—please share our contact details:
Thank you for being part of our journey. We look forward to continuing to help you achieve your financial goals with confidence.
