Our Financial Services
We make your money work for you
Forrest Private Wealth enhances lives through tailored financial advice. Our services encompass asset management, investment guidance, insurance, retirement and estate planning. We personalize each plan to your unique needs, introducing only relevant services for simplifying and improving your financial well-being. Explore our fees and philosophy here.
Financial Advisor Fees
Our Philosophy
Initial Consultation
We always prioritize your best interests, providing customized, value-driven advice. Your first appointment is afforded at our cost. It’s where we get to know you and where you can learn more about the suitability of our financial planning services – asset management, investment advice, retirement planning, estate planning and more. We find out what’s important to you and importantly, determine if we can help.
Statement Of Advice
Once you’ve made the decision to work with us we set about creating a personal plan for you. Our approach to preparing wealth management advice is based on a deep understanding of your personal situation and entails research, product comparisons and scenario modelling. The cost of your plan is agreed prior to the commencement of any work and is dependent on the scope of the advice you require, the level of complexity and your individual circumstances.
Ongoing Engagement
No plan, or investment, is ever “set and forget”. Whether it’s a check in on your accounts or a deeper analysis to ensure you’re on track, our team arrange regular checkups to keep you well informed. Our ongoing fees cover any adjustments to our advice or your accounts, irrespective of when you most recently saw us, implementation of our recommendations, and of course, phone and email support with our team.
