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.
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 for the environment!). Investments are not our area of expertise; we don't have a clue about where best to invest our money to support our retirement. We appreciate the choices you make on our behalf and trust that you have our best interests at heart. We are confident that with your knowledge and sound advice we will be able to sustain the lifestyle we would like well into our old age.
- Gail & Greg
Jerry, thank you for all of your hard work and excellent advice. We really appreciate everything that you have done to get us here!
- Peta & Chad
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 and the financial assistance they often need. I always leave my annual review feeling confident and happy!
- Sally B
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 Financial Planning some years ago now. We find them completely open and honest in every aspect of looking after our investments, Superannuation, transition to retirement (which went very smoothly) and in handling our pension entitlements...No problem was too much for them; even when working from home during the recent lock-downs. The whole team is always up to date with our financial situation and always manage to keep on top of any necessary changes that need to be made.. Thank You guys.
- Roger G
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 I feel confident that my finances are in good hands.
- Jenny C
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 his excellent team, took over from Graeme when he retired. I am kept fully informed of the progress of my investments on a regular basis and help and advice is always there when you need it. My investments are keeping up in these difficult times. I would highly recommend the Forrest Private Wealth team.
- Delys P
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 personal approach. Highly recommended!!
- Neel R
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 a pleasure to work with. Would highly recommend Michael to look after any financial needs and was highly skilled and knowledgeable on super, investments and retirement. Thanks Michael and team Forrest.
- Robbie G
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 received and their advice was fantastic. The time spent has made me feel better about my plan forward and the follow up from the team was great. Highly recommend.
- Blake R
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 my current super provider for me. It was great that I knew what was going on at every step of the way and I’m very comfortable working with the team at Forrest Private Wealth. Having professional staff available for any questions or assistance has been very reassuring.
- Kay D
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 find the Macquarie website very useful to keep me up to date.
- Ross G
Hi Jerry, thank you for all your business support to date. You are very diligent and a pleasure to deal with.
- Lisa and Heath
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 ensured we got the best possible insurance for our circumstances. I would highly recommend the team at Forrest Private Wealth.
- Alex S
(08) 9382 1866
57 Forrest St, Subiaco WA 6008