Outstanding Expertise.
We create effective processes that help clients succeed in financial planning.
Geoff has assembled a team of like-minded people at Forum Financial Services, with the skills and knowledge to ensure every client is offered professional, personalised service and financial planning advice tailored to meet their specific needs and circumstances.
Yes, we all know about superannuation, we read and hear about it every day. Or do we? While almost every Australian has superannuation, the vast majority of people have not sought professional advice on how their super is set up.
Pre-Retirement Pensions
Pre-retirement pensions allow you to access part of your super while you’re still working, once you’ve reached your preservation age. They offer a flexible way to ease into retirement by helping you supplement your income.
An allocated pension is a simple, flexible and tax effective plan which allows retirees to access their superannuation balance in a planned and regular income stream.
While everyone’s financial situation is different, the basic rules for securing your financial future and creating wealth remain the same. At Forum Financial Services we will work with you to help make the most out of your financial resources.
While Life Insurance is the best known personal insurance cover it is often overlooked when individuals plan their finances.
Trauma cover provides you with a lump sum payment if you’re diagnosed with a specified medical condition, serious injury or undergo a medical procedure.
If you suffer and injury or an illness that prevents you from working, income protection insurance will provide an ongoing income for you and your family for an agreed period.
TPD Insurance- What happens to you and you loved ones if you suffer a major trauma or injury and can never work again. How long could you survive for?