Financial Planning

We are here to guide you along your journey to a financially secure lifestyle. We have extensive knowledge and experience to formulate effective financial strategies to create and grow wealth. No matter where you are on your journey, whether you are starting out or planning retirement, we can help you.
The combination of our technical resources, investment research, IT systems and professional networks helps our clients make informed decisions through expert advice, education and information. We can show you strategies to reduce tax, increase savings and pay off debt. And, by working closely with Forty Seven Accounting and Forty Seven Legal, we are able to deliver comprehensive financial solutions. We are here to help create a Plan for the future and provide the services to help you to stay on track.

We are able to help you with

How are we different?

It’s our friendly and professional care combined with our passion for superior client service that sets us apart. But don’t hear it from us, hear it from our clients!

Meeting the team at Forty Seven has made us feel more confident and optimistic about our financial future. We were looking for a financial advisor to help us manage our superannuation as we were dissatisfied with some of the advice we received from our previous financial advisor. We were looking for someone we could trust we felt was completely honest and transparent. Christine & Robert

They spend as much time as we need with them, explaining the intricacies of the ‘super’ world and keep us up to date on the broader economy. The main benefit for us has been the
way they appreciate our needs and advise accordingly. They don’t try to sell us plans and programs we don’t need or want. They show integrity and respect and are always sincere. Nothing is too much trouble. We have been with Forty Seven for four years now and we remain as impressed with them now as we were then. I would happily recommend them. Peter

Having Forty Seven on our side has brought us a great peace of mind. They take a personal interest in us and offer us good advice which is backed up by knowledge and expertise on legislation, the economy, new products and recent trends. They are organised and efficient and always run on time. They’re easy to get on with, speak in simple language and when we meet up with them the meetings are always productive. We’re never rushed, or rushed out and they are happy to spend us much time with us as we need.Colin & Davena