Financial Planning

Financial planning is all about the big picture. Our financial planners  take the time to understand your current situation, along with your short and long term goals.

Taking time today to think about ‘future you’ can make all the difference to your ultimate retirement. By understanding what’s important to you we can help you make educated and informed decisions on the options available to you with the ultimate aim of putting a plan in place to get you to where you want to be.

Our proven financial planning strategy delivers consistent results. We put you in control of your financial future by following a consistent, specific and methodical process of getting to know you, analysing the options you have available and developing a strategy that connects the dots between your financial decisions and what’s important to you. Financial planning is an ongoing task and our experienced team of financial planners are always working hard behind the scenes to adjust your investment mix based on market trends and any changes in your personal circumstances.

Our Process

We put you in control of your financial future by following a consistent, specific and methodical process of getting to know you, analysing the options you have available and developing a strategy that connects the dots between your financial decisions and what’s important to you.

Before We Meet

Once you’ve booked for your first appointment we’ll send you an email confirming the date and time of our meeting, including detail of what you need to bring, as well as a short form questionnaire.

Consultation

You will be introduced to your financial planner who will focus their time asking questions on your current situation, why you came to see us, understand what’s important to you and where you want to be. Your first appointment may take between 60 and 90 minutes. No financial advice is provided during this session and it does not cost you anything.

Engagement

After your meeting, you will receive an email summarising our understanding of your wants, needs, objectives and financials, complete with our terms of engagement and fee. This will cover the cost to prepare your written advice and implement our recommendations.

Information Collection

Once we’ve obtained agreement from you we set about formulating a strategy and prepare your initial advice. Where agreed, and required, we may obtain information from third party providers to ensure our recommendations are based on complete and up to date information. We may also reach back out to you for additional discussion or meeting to obtain further information during this process.

Financial Overview

To ensure you understand and are comfortable with the recommendations we have made, your financial planner will step you through a financial overview highlighting where you are now and where you are likely to be. This advice is ultimately presented in the form of a document known as a Statement of Advice. This is a comprehensive document outlining your situation and our recommended strategy.

Implementation

Once your confident with our recommendations, our team will commence on the implementation of our advice encompassing your objectives, cashflow requirements, investment planning, asset protection and retirement. Full implementation may involve additional meetings or dialogue with us and 3rd party providers, for example, insurance companies.

Ongoing Advice

Life is not static. Just think of your situation 5 years ago and compare it today. Whether it’s a simple check in on your accounts or an analysis of your financial position, we’ll arrange regular catch ups to ensure you’re on track. And of course, between contact, you will have confidence your investment mix is adjusted as markets or your circumstances warrant.

Ongoing Engagement

Our role is to help you grow, protect and ultimately enjoy your wealth. Ongoing engagement ensures we are kept up to date on your situation and can continually refine our advice as your needs or circumstances warrant.</p> <p>We expect to see and hear from you on a regular basis to bounce ideas, discuss strategy, solve issues before they become problems and ensure you’re on track. It’s your money and you’ve worked hard for it – our aim is to give you the freedom to live life on your terms.</p> <p>Ongoing advice clients of Forrest Private Wealth can expect:</p> <p>- Access to your financial planner and our team<br /> - Advice, when required, on point and in alignment to keep you on track<br /> - Ongoing management of your portfolio<br /> - A consistent sounding board<br /> - Comfort, peace of mind, no complexity, time

To learn more about financial planning with Forrest Private Wealth, contact our financial planner team today.

OUR COMPANY

Forrest Private Wealth is proudly a privately owned financial advice and wealth management business.

LEGAL

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

CONTACT DETAILS

Email

enquire@forrestprivatewealth.com

Phone

(08) 9382 1866

Address

57 Forrest St, Subiaco WA 6008

HEAD OFFICE

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