Forbes Wealth Planning

We have been with Neale and the team for quite a few years now - Best decision we have ever made. They make you feel welcome and advice is always on hand when we need it. Our transition to retirement was smooth sailing and our super is growing. Looking forward to many, many years with Neale and the awesome team.
Dec 12th, 2022

Neale has helped me manage my superannuation for many years now and is currently working with me in transition to retirement. It's always been really easy working with the team and I've found them to be totally reliable.
Nov 24th, 2022

My husband and I have been seeing Neale for financial advice for several years now. We are so grateful for his wonderful service, his professionalism and ability to explain our finances so clearly. We always leave our meetings feeling encouraged and safe in his hands, in spite of the challenging economic times. We both retired in our early 60s, a dream we would never have achieved without his help. Mel and Kristie in the office have gone above and beyond to assist us in so many ways, particularly when navigating the Centrelink system. Nothing is ever too much trouble, they are awesome. We have had no hesitation in recommending Neale to our friends, all of whom are also completely satisfied with his service. Thank you so much Neale.
Jan 20th, 2021

We first met with Neale in August 2019 and from the very beginning all our interactions with Neale and the team have been very warm, friendly and positive. With our already busy and stressful lives we really wanted someone who we felt at ease with and could trust to manage our financial future. Neale took the time to really understand what it was we wanted and explained our options in non-financial jargon which was just what we were looking for. Wayne and Sharon
Jan 6th, 2021

After considering four financial planners, Forbes Wealth Planning ticked all the boxes for me. Neale and his team made me feel welcome from the first contact. The genuine care they show in their clients is evident in each communication. I very quickly felt like family here and I know my financial future is in good hands as we work together toward my goals. I highly recommend Forbes Wealth Planning to anyone wanting honest advice, effective planning and genuine care.
May 6th, 2020