Forwood Planning - Fortitude Valley, Australia

A financial plan is different for everybody.

Initially we look at where you currently are in life, including assets, superannuation, earnings, savings and insurances. Then we map out not only what your dreams are, but the way you want to get there.

Life is not about the goal, but about the journey. It is important that people plan to enjoy the journey, but recognise that these choices affect your future as well.

Creating this plan, is about putting your personal jigsaw puzzle together, so that you live life your way.

Any plan for the future is only as accurate as the information is up to date.

Our preference is for all our clients to access our Ongoing Relationship Service.

As part of this service, all product commissions are returned to you, and all fees are dollar based (not percentage based, like many other advisers).

Included in this service are all the financial plans that you need. You will pay Forwood Planning nothing more than the Ongoing Relationship Fee.