Our investment advice and decision making is guided by our core investment philosophy and beliefs. This ensures at all times, as stewards of capital, we stay focused on the bigger picture.
Providing advice and facilitating investment go hand in hand. While advice is the most valuable role we play in the lives of our clients’, a major part of what we do ultimately involves the investment of money.
We strongly believe long term investment in a diversified portfolio of predominantly dividend paying businesses plays a crucial role in underpinning overall portfolio return. Income is what matters. Over time, as company profits grow, dividend payments increase, providing investors access to a growing income stream. Concentrating investment in quality companies or trusts that focus on strong cash generation and low financial risk we believe reduces the probability of drawing down capital over time and hence maintain the integrity of the asset base.
The ability to stay the course and see proper strategies through has become more difficult in a world increasingly focused on short term results. Our philosophy, and approach, looks past this. By doing so, allocated capital can stay invested for longer, cycle through market volatility and importantly, continue to access the boring, predictable and increasing income streams share markets provide. A side benefit is shares in these businesses increase in value (share price) because the company is more profitable.
We believe the consistent and disciplined application of this asset management approach enhances the opportunity to achieve superior returns in the longer term to ultimately develop a portfolio less reliant on capital growth to fund our clients’ future income needs.
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