What Our Clients Are Saying…

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.
Gail & Greg
Jerry, thank you for all of your hard work and excellent advice. We really appreciate everything that you have done to get us here!
Peta & Chad
I have every confidence in Peter...he is always easy to follow with his assessment and advice. He treats me as a valued client, always willing to chat about my family and the financial assistance they often need. I always leave my annual review feeling confident and happy!
Sally B
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.
Roger G
Forrest Private Wealth has been handling my finances for a few years now. Peter and his team have a very professional yet personal approach and with his knowledge and expertise I feel confident that my finances are in good hands.
Jenny C
The team have Forrest Private Wealth have really got it right when it comes to servicing a customer's needs based on their situation. I have thoroughly enjoyed the professional yet personal approach. Highly recommended!!
Neel R
I am kept fully informed of the progress of my investments on a regular basis and help and advice is always there when you need it. My investments are keeping up in these difficult times. I would highly recommend the Forrest Private Wealth team.
Delys P
My wife and I are new clients and have been dealing with Michael. He has a wealth of knowledge and provided us with a professional and well communicated service which ensured we got the best possible insurance for our circumstances. I would highly recommend the team at Forrest Private Wealth.
Alex S
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.
Robbie G
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.
Blake R

OUR COMPANY

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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

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Privacy Policy | Financial Services Guide | Complaints Handling Policy

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Email

enquire@forrestprivatewealth.com

Phone

(08) 9382 1866

Address

57 Forrest St, Subiaco WA 6008

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PDF

July 2023 Micro Report

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PDF

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/08/23_07-SMA-Report-LONG.pdf" title="23_07 SMA Report - LONG"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/08/23_07-SMA-Report-SHORT.pdf" title="23_07 SMA Report - SHORT"] ...

Commentary

July 2023

At Forrest Private Wealth, our investment philosophy underpins our financial planning advice, which ensures our client’s wealth benefits from long-term exposure to equity markets. We believe holding a well-diversified portfolio of predominantly dividend-paying businesses over a long-term period is essential in financial planning for wealth...

Commentary

June 2023

PDF

June 2023 Micro Report

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June 2023 Report

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During May inflation and the direction of interest rates continue to dominate the narrative.

Commentary

May 2023

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May 2023 Micro Report

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May 2023 Report

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April 2023 Micro Report

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What Our Clients Are Saying…

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