Guiding you through every stage of your financial journey
Forbes Wealth Planning is a privately owned financial advisory firm. Through the ebb and flow of life, Forbes are trusted advisers, providing clients with peace of mind and confidence in the fact that they have the plans in place to live their best life.
We are passionate about supporting our clients to achieve life-long aspirations and dreams. We do not take this responsibility lightly. In fact, it’s our purpose. It is our privilege to join you on this journey.
How we can help you
Wealth Management
Superannuation
We are superannuation experts. Guiding our clients in making goal-centric decisions, we break down the complexities and provide clarity, transparency and understanding of superannuation legislation.
Retirement Planning
Future Roadmap
We'll listen to what your goals and desires are for your retirement. From creating a personalised, strategy-appropriate needs analysis to taking care of your estate planning, we can assist.
Family Protection
Insurance Solutions
As people-centred life insurance professionals, we have access to a wide range of companies to find the Wealth Protection Package that's the perfect solution for you.
Financial Coaching
Wealth Creation
The motivation for wealth creation is as unique as the individual. People come to us at all stages of life, from all walks of life, and we're here for you throughout your whole financial journey.
I cannot thank the team at Forbes Wealth Planning enough
for their advice, care and patience while guiding me through
a very difficult time
Maxine
Chief Financial Officer joanne@forbeswp.com.au
