Reap the benefits of working with a financial adviser / financial planner
There is one thing none of us can ever get back in this life, and it isn’t money. It’s time. Whether for you that means time with your children, time to travel, or time to enjoy forgotten hobbies, money gives us freedom to have more time to do what we love.
When you build and protect your wealth, you open up exciting new possibilities for your future. Possibilities such as early retirement, new ventures, travel, and generosity towards family and community.
At FWD Financial, we partner with you to devise and implement smart strategies that achieve your life goals. From investment portfolios to superannuation, budgeting, philanthropy, estate planning and more – we’re with you every step on your journey to wealth creation.
Why choose FWD Financial as your financial adviser to manage your wealth
Track your finances at home and on the go
with our mobile app
Access your own wealth portal
Take control of your finances and track your wealth with our mobile wealth portal. Exclusively for FWD Financial clients, our app provides a snapshot of your personal finances in real time.
Say hello to your financial world’s new command centre.
Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.
Bank level security – We use the same levels of encryption as banks and other financial institutions.
Ask us about our Wealth Portal today.
Work with an investment and retirement adviser you can trust. Contact us for a free consultation.
Partner with a financial adviser who gets you.
We’re all headed in different directions in life. But when you’re seeking a direction that will ultimately lead to financial freedom, you need a financial planner who can help you turn that dream state into a practical plan.
At FWD Financial, we make a point to get to know our customers at the deepest level so we can design a strategy that accounts for their:
- family obligations
- appetite for risk
- past challenges
- future goals
We want to know about the legacy you wish to leave, so we can lay the foundations and set a course that enables you to take every new step forward with confidence.