Founded in 1997

About Us

Our team's ethics and culture makes them the heartbeat of our organisation

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more than super

Our Purpose

A team is defined as a group of people with a full set of complementary skills required to complete a task, job, or project. At Forbes Wealth Planning, we’re more than that.

 

We share a strong sense of mutual commitment that creates a synergy our clients can feel. We are clear on our purpose and take pride in the fact that as a whole, Forbes is greater than the sum of the performance of its individual members. At Forbes, we’re about more than super. We’re about you.

Our People

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Neale Forbes

Chief Executive Officer

Neale started his career at one of the large banks until his ethics drove him to buy into a financial services business based on the Yorke Peninsula. Here, he co-founded Australia’s first Credit Union franchise. Over 20 years, the business grew until the General Insurance Broking, Financial Planning, and Credit Union divisions were separated, and Forbes Wealth Planning was born.


Drawing upon 30 years of financial services experience, combined with his Diploma of Financial Planning through Deakin University, Neale is passionate about finding the right solution to take each of his clients on their financial journey, ensuring they stay on track to achieve their goals.

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We were really nervous about meeting our new Adviser as we had been looked after so well in the past for such a long time. We were surprised how quickly we felt comfortable with Neale and all of the staff at Forbes Wealth Planning, and now have absolute faith and trust in them. We appreciate all of the help that they provide.
Mick and Julie
Sunset Kayak

Value 01.

Authenticity

From helping our clients to tackle lifestyle decisions, to planning for important milestones, our purpose is to guide our clients on their path of success with authenticity and empathy. Our team are fueled by their commitment and people-centric engagement to ensure that our clients are happy with our work and their outcomes.

 

As  professionals, we believe in maintaining a positive mindset, creating long term partnerships with a purpose, and always striving for outcomes that our clients find easy to navigate and understand with our assistance.