We have a range of trusted advisers who we work in conjunction with on a referral basis.
We spend a lot of time thinking about what will happen years, even generations, down the track. By working in conjunction with trusted legal advisers we are well placed to help facilitate your estate planning needs to ensure all assets are transferred according to your wishes in the most effective and efficient manner.
To learn more about how we can support with estate planning, contact our financial planner team today.
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.
Forrest Private Wealth Pty Ltd
ABN 12 615 181 881 | Corporate Authorised Representative of Forrest Private Wealth Management Pty Ltd | ABN 18 615 339 485 | AFSL No. 492712
(08) 9382 1866
57 Forrest St, Subiaco WA 6008