Forum Financial Services

Do you have a well-organised financial plan for the future? At Forum Financial Services, we can assist you in building a plan that suits your personal needs and lets you sleep peacefully. With decades of proven financial planning experience, we understand that every person's financial needs are different. Our tailored approach will:

• Assist you in establishing personal financial goals
• Identify the products and services best suited to your lifestyle and income
• Develop a plan for growing your wealth
• Help to ensure your income is protected

Our experienced team of financial planners can offer expert advice on a wide range of financial planning areas, from Superannuation and Life Assurance to Trauma and Total & Permanent Disability Insurance.

Life Insurance

Have you considered what would happen to your and your family's finances if you died or were killed? It's a scary thought, but one that needs to be strongly considered. Forum Financial Services can help you navigate this difficult topic and find the right Life Insurance plan for you and your loved ones.

Trauma Cover

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. With Trauma Cover from Forum Financial Services, you can have peace of mind knowing that you and your family will be financially supported during a difficult time.

Superannuation

While almost every Australian has Superannuation, most people have not sought professional advice on how their Super is set up. At Forum Financial Services, we can help you understand your Superannuation options and make the most of your retirement savings.

Wealth Creation

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 can help you create a Wealth Creation plan that suits your personal needs and goals.

TPD Insurance

Total and Permanent Disability (TPD) Insurance provides you with a lump sum payment if you suffer a major trauma or injury and can never work again. With TPD Insurance from Forum Financial Services, you can have peace of mind knowing that you and your loved ones will be financially supported if the worst happens.

Allocated Pension

An Allocated Pension is a simple, flexible, and tax-effective plan that allows retirees to access their superannuation balance in a planned and regular income stream. At Forum Financial Services, we can help you understand your options and set up an Allocated Pension that suits your personal needs.

Income Protection

Income Protection Insurance is important for everyone, but especially for those who are self-employed. At Forum Financial Services, we can help you understand your Income Protection options and find a plan that suits your personal needs and budget.

Why Choose Forum Financial Services?

At Forum Financial Services, we have over 35 years of experience providing expert financial advice and planning. Our tailored approach, combined with our expertise and knowledge, make us a trusted choice for financial planning in Australia.

Our team of financial planners is dedicated to helping you achieve financial security and peace of mind. Contact us today to learn more about how we can help improve your financial planning.