Understanding Our Financial Advisor Fees
We will always present you what we believe to be the very best approach to providing advice. Everything we do revolves around you and what’s important to you. We have no links to banks or financial product providers and are committed to adding value to your situation, providing you with the most progressive advice possible. We do not believe in a “cookie cutter” approach to advice. Instead, each financial plan is custom tailored by our financial planning team and built around a deep understanding of the unique qualities and characteristics each client presents to us.
The fee structure for our services is based upon the requirements for maintaining a highly skilled, caring and professional team, the convenience of in-house investment solutions as well as a variety of tools to provide you with the most effective approach to advice and investment management. Our financial advisor fees are structured to support this high-level of care and support.
When do fees apply?
What about insurance?
When arranging and placing insurance on your behalf, remuneration for this service is covered via brokerage upon the successful implementation of your application. These payments are made by the chosen product provider in the form of initial and ongoing brokerage and is not an additional cost to you.
To learn more about our financial advisor fees and philosophy, contact our financial planner team today.
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.
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.
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.
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.
(08) 9382 1866
57 Forrest St, Subiaco WA 6008