We help to ensure your income is protected
Forum Financial Services can assist you in building a plan for your future, and let you sleep peacefully.
We work with you to tailor a plan to meet your personal needs and develop a plan for growing your wealth
With more than 34 years experience in the financial planning industry, Forum Financial Services principal, Geoff Bush has a well-earned reputation with clients and industry colleagues as an astute, reliable and forward thinking adviser. Geoff has assembled a team of like-minded people at Forum Financial Services, with the skills and knowledge to ensure every client is offered professional, personalised service and financial planning advice tailored to meet their specific needs and circumstances.
At Forum Financial Services we understand that every person and their financial needs are different. We work with you to tailor a plan to meet your personal needs. Our proven planning process 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
We can offer expert advice on almost every area of financial planning from Superannuation to Life Assurance and Trauma and Total & permanent Disability Insurance.