Sustainable, Value Driven Investing Sustainable investing lets you put your values at the heart of your portfolio. At Forrest Private Wealth we selected the expert team at Stewart Investors to provide exposure to investments focussed on sustainability. Stewarts have built a diversified portfolio of high value companies...

Despite being in the top 1% of income earners, most executives don’t feel like they are building their own wealth. This is due in part to the lifestyle changes that come with the salary. There is also often a reliance on a company share plan...

  Pocket money is an excellent tool to teach kids about earning, spending and saving. We believe that this is an important first step on setting your kids up for future financial independence. We’ve heard a whole raft of different ways to earn or conversely give pocket...

The 2020 Budget on Tuesday night delivered another new term to our vernacular – JobMaker – a clear sign it is all about jobs and spending to make more jobs! Add in bringing forward the personal income tax cuts announced in last year’s budget and...

Ahead of the Father’s Day weekend what better time to pass on some sage wisdom from the father of all investment fathers, Warren Buffet. It’s well documented that at the age of 10 Mr Buffett had an epiphany.  The importance time has on money and how...

It’s always interesting to hear the answers people give when asked to name their most valuable asset. Unsurprisingly, age and lifestyle play key roles in the variety of answers given. Most young people would answer this question with material possessions (think car) while a young...