At Forum Financial Services, we help individuals and families make smart, confident decisions about their money. Whether you’re just getting started or planning for retirement, we tailor our advice to suit your life, goals, and income. For personal, professional help with financial planning in Newcastle, NSW, call us on (02) 4955 5600 and speak to one of our experienced advisers today.
A Personal Approach to Financial Planning in Newcastle, NSW
No two financial plans should look the same. We take the time to understand your personal situation, income, and goals to create a plan that fits you, not someone like you.
Real People, Real Conversations
Our team listens before offering advice. You’ll meet with friendly, experienced professionals who speak in plain terms and care about helping you feel confident about your future.
What Our Financial Planning Services Include
You might be looking to save for a home, prepare for retirement, or simply take control of your budget. Whatever your stage of life, we’ll walk you through every step.
Goal Setting and Strategy
We start by helping you set realistic goals, short term and long term. These might include buying a house, saving for kids’ education, or retiring early.
Investment Planning
We’ll recommend investment options that suit your income, lifestyle, and risk tolerance. From managed funds to superannuation strategies, we keep things simple and easy to understand.
Wealth Protection
We’ll guide you on ways to safeguard your income, assets, and future. That includes advice on personal insurance such as life, TPD, trauma, and income protection.
Retirement Planning
Want to retire comfortably and on your terms? We help you plan ahead so you can enjoy the freedom and security you deserve later in life.
Financial Planning for Every Stage of Life
Whether you’re just starting your career or preparing to leave the workforce, financial planning in Newcastle, NSW, can help you make the most of your money. We guide people through every stage, helping young professionals build wealth, families protect their future, and retirees manage their income.
Young Adults & First-Time Investors
If you’re new to managing money, it can feel overwhelming. We’ll help you build strong habits early, like budgeting, setting savings goals, and starting small with investments.
Families & Homeowners
Big life decisions like buying a house or raising children require smart planning. We help you protect what matters most, from your income to your future goals.
Pre-retirement & Retirees
You’ve worked hard for your future. Now it’s time to make your money work for you. We’ll guide you through smart super strategies and help you make informed decisions about your retirement income.
Why Choose Forum Financial Services?
Forum Financial Services has been helping clients in Newcastle and across NSW for over three decades. We are known for our forward-thinking approach and our commitment to honest, clear advice.
Tailored, Friendly Service
Every member of our team shares a common goal-making financial planning simple and personal. We take the time to listen and tailor strategies to your situation, not someone else’s.
Trusted by Clients Across Newcastle
Our clients stick with us because we stick with them. We build long-term relationships based on trust, communication, and real results. Many of our clients return for ongoing advice as their lives change.
Planning Made Simple, Every Step of the Way
We make financial planning easy to understand, even if you’ve never spoken to an adviser before. Here’s how our proven process works:
1. We Talk
You tell us about your situation, lifestyle, and goals.
2. We Plan
We suggest practical strategies tailored to your life and income.
3. We Review
We adjust as your needs or circumstances change over time.
4. We Support
We stay by your side to guide you through life’s financial ups and downs.
Our advice is always transparent and in your best interest. We’ll never push a product or service you don’t need.
Take the First Step With Expert Financial Planning in Newcastle, NSW
Don’t wait until life gets more complicated. Start now with expert financial planning in Newcastle, NSW, from a team that puts your needs first. Call Forum Financial Services on (02) 4955 5600 or contact us online to book your free initial chat.
