Financial Advisor Reviews

Testimonials

Read What Our Clients Are Saying

At Forrest Private Wealth, we take client feedback very seriously. There is nothing better than helping our clients achieve their goals. Whether it’s helping them build wealth, transition to retirement or protect their income, we pride ourselves on great communication at every step of way and we welcome feedback about your experience with working with us. If you are a new client looking for financial advisor reviews, read on to hear what our clients have to say about us.

Alex S

My wife and I are new clients and have been dealing with Michael. He has a wealth of knowledge and provided us with a professional and well communicated service which … Read more

Neel R

The team have Forrest Private Wealth have really got it right when it comes to servicing a customer’s needs based on their situation. I have thoroughly enjoyed the professional yet … Read more

Jenny C

Forrest Private Wealth has been handling my finances for a few years now. Peter and his team have a very professional yet personal approach and with his knowledge and expertise … Read more

Blake R

I recently required a full review of my financial situation to protect my families future financially and was referred by a friend to see them. The level of service I … Read more

Roger G

I wanted to express my sincere appreciation for the Team at Forest Private Wealth. Rosemarie and I have been with Mike, Peter, Tammy, Daana and Arron since they acquired Taylor … Read more

Gail & Greg

Dear Peter, We would like to express our thanks to you for the work you do in managing our finances. The service you offer is personable, friendly, and paper-free (good … Read more

Robbie G

The team at Forrest Private Wealth are excellent to deal with and have a wealth of knowledge in financial services. I’ve dealt with Michael & Pete and they have been … Read more

Lisa and Heath

Hi Jerry, thank you for all your business support to date. You are very diligent and a pleasure to deal with.

Sally B

I have every confidence in Peter…he is always easy to follow with his assessment and advice. He treats me as a valued client, always willing to chat about my family … Read more

Ross G

Hi Peter, Thought I should let you know that I am very happy with my experience with Forrest Private Wealth so far. Thank you to you and your staff. I … Read more

Kay D

Peter was very knowledgeable and advised us on everything we needed for our life insurance. Tammy then took over and assisted us completing all the paperwork and even dealt with … Read more

Delys P

My recently late husband and I have had our Financial Affairs in the hands of Graeme Taylor Financials for 11 years to 2017 where Forrest Private Wealth, Peter Stevens and … Read more

Peta & Chad

Jerry, thank you for all of your hard work and excellent advice. We really appreciate everything that you have done to get us here!