We are on a mission to educate, inform and manage the financial affairs of people who are expert at what they do, but know that financial planning is not their strongest skill
Forwood Planning Prides Itself On Providing Comprehensive Financial Strategies
What our clients say about us?

John Forwood
"John was recommended on the barefoot investor Facebook group. Best recommendation ever. John gives so much of his time stays in touch checks how I’m going. He’s been brilliant"
"John has given me advice in areas including budgeting, investments and loan products. His experience and knowledge shows through in his ability to field and address my many questions with patience and wisdom. John explains things very clearly and I feel extremely confident that the advice given to me is perfect for my needs. John is very approachable and I can not recommend him highly enough."
"John has been our personal adviser for the past few years and provided us with advice for superannuation, self managed funds and income protection. Not only is he a great guy but John is also very experienced, professional and communicates information effectively, in terms we could easily understand. John has such a deep knowledge and understanding of financial planning that I am confident in recommending John's services for your financial planning needs."
"John was extremely helpful to me concerning a number of questions I had relating to transfer funds from a Super Fund to a Allocated Pension Fund. It is obvious he is very knowledgeable about funds and professional in all his responses. I felt much at ease after discussing matters of financial consequences with John."
"John has helped me sort out a number of complex financial and insurance issues. All along, I felt supported and that I was receiving sound, considered advice."
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Making a Complaint
We endeavour to provide you with our best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office.
We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.
If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority.
You can contact AFCA on 1800 931 678 or via their website www.afca.org.au.
AFCA provides fair and independent financial services complaint resolution which is free to consumers.