Forsyths

Financial Services

We're with you, every step of the way.

Financial Services.

We are passionately committed to building a prosperous future for you and your family.

Financial planning is a crucial component for growing and maintaining your financial health. Like your GP, we keep you on track with daily financial tasks. But when it comes to more strategic and advisory needs, such as managing investments and portfolios, we have a strong network of in-house specialists to provide expert support and provide proactive guidance.

“At Forsyths, we believe that financial security starts with understanding. That's why we take the time to get to know you, your goals, and your needs. Only then can we provide tailored advice to help you maximise your financial well-being, today and into the future." - Julie Sherwood Principal Financial Services

Our financial planning services provide professional and personal advice to enhance your financial security. We take into account your goals, plans, and your needs, now and into the future. We combine our expertise with global research to ensure the best possible results for you. As a locally owned business, we have established networks and relationships with a number of leading financial institutions and service providers, the benefits of which we can pass on to you, our client.

Forsyths Financial Services are with you every step of the way, from early retirement to protecting your greatest asset: You

Our Financial Services Guide provides detailed information about the financial planning and advisory service we provide.

To speak with an adviser, please call your nearest office to book a consultation.

Your initial consultation is on us.


Financial Planning

Plan. Succeed. Thrive.


Financial Planning starts with understanding your unique goals and needs. Our team of licensed and qualified financial planners will work with you to create tailored strategies setting a foundation for now and in the future. 

We will walk you through the entire process from where you are to where you want to be. We help our clients to understand the complicated language and confusing systems of the financial planning process.



Wealth Management

Wealth Management is the process for growing and preserving your wealth to maximise the outcomes for you. This could include working with you to decide between investments, savings and managed funds - or a mixture of all three.

We want you to sleep well at night, so we ensure we always work to your level of risk tolerance and that you are completely comfortable with any decisions made. We make recommendations based on what growth you want to achieve and what risk you are willing to undertake. You are always in control of the final decision.



Insurance

Everyone needs to plan for unforeseen events that may occur and we can help!


We offer unique personal insurance advice as part of our fully integrated range of financial solutions for both individuals and businesses.

We are locally owned and are free to choose who we deal with and what insurance products we offer. We pride ourselves on ensuring the insurance solutions are well researched and chosen from a wide range to suit your needs. We aim to give your family peace of mind in the event that something unforeseen occurs.

Personal Insurance Coverage

Life Insurance

Gives your family peace of mind at a difficult time, meaning they don't need to worry about their financial security in the case of an untimely death.

Total and Permanent Disablement

Provides a financial safety net to help support you and your family to pay for medical and rehabilitation costs.

Critical Illness

Provides financial support upon the diagnosis of a specified injury or illness for example; stroke, cancer or heart attack.

Income Protection

Provides peace of mind if you are unable to work due to illness or injury, particularly with financial commitments such as your mortgage or school fee obligations. This kind of cover is also extremely valuable to those clients who are self-employed and are not protected by Workers Compensation or sickness benefits



Superannuation

Superannuation is becoming more complex. Our team simplifies the complexities of superannuation and provides tailored strategies to help boost your super, lower your tax, improve your cash flow, and get you closer to retirement. We provide a complete superannuation advisory solution with strategic and investment advice, accounting and compliance for self-managed superannuation funds (SMSF). Our expert advisers stay on top of the ever-changing legislative landscape to provide customised solutions for your superannuation needs, including:

  • Investment advice
  • Accounting
  • Contribution advice
  • SMSF establishment and wind up
  • Pension planning

Don't wait, let us help you plan for your future and live life on your terms.



Aged Care and Estate Planning


Aged care planning is required for when your parents, or yourself, get to the stage of being unable to completely manage in your home without assistance.


We help navigate the complexities of the aged care system and provide you with options on how best to fund your desired state of care. This can include in-home care or moving into an aged care facility. We can also support you to understand the upfront fees and ongoing costs of aged care as well as any Government subsidies that are available to you.


Estate planning is not a topic that people love to talk about, but it is so important to get right.

We can provide you with options for how and when to distribute your wealth to ensure that your loved ones are provided for in a way that best suits your wishes and your family's needs.

Our qualified and experienced advisers can also work with you and your solicitor when creating your will to decide the best structure for your distributions.



Meet Our Financial Experts


We have four qualified Financial Advisers, backed by an amazing support team, able to provide expert and individualised advice and guidance to our clients, covering a wide range of experience and expertise. 

Contact Us Contact Us


Let's meet our team.

Julie Sherwood Principal financial Services

Lara Gill Principal Financial Services

Rodney Wark Senior Financial Adviser

Ben Lockwood Financial Adviser

Crystal McGilvray Financial Adviser