John Forwood

Forwood Planning Pty Ltd

Gold
23 Yrs Experience
Fortitude Valley, QLD 4006
Forwood Planning provides busy people with the strategy, and just as importantly, the support to fulfil their financial goals.  What differentiates Forwood Planning is that I know that busy people need support to follow through on achieving their financial goals. The best strategy is meaningless without action, implementation and review. I want my clients to enjoy their financial journey and not just be worried about the destination (or the paperwork!). Planning your finances should not feel like another obligation or burden in an already busy schedule.  Forwood Planning will not only provide strong financial strategy, but back it up with the necessary support so that clients have more time to enjoy the benefits.  I have been in the finance industry for 17 years working initially as a financial advisor and stockbroker before being employed by some of the country's premiere institutions including Westpac, Macquarie and BT Financial Group. With a love for the industry I started my education with a Bachelor of Commerce and have continued my education throughout my career culminating with obtaining my Masters in Applied Finance in 2013.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I believe in paying for a relationship. I charge a flat dollar fee per annum, and everything else is rebated to the client, including insurance commissions. However if a client wants one off financial advice, I will happily charge an hourly fee, or take the commissions on insurance if this is the only avenue available for the client to pay.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Forwood Planning Pty Ltd

Level 1, 27 James Street
Fortitude Valley, QLD 4006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Australian Wealth Holdings Pty Ltd

AFSL 481674

4.95
6 Reviews
5
4
3
2
1
4.80
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.75

"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"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Engaging with Forwood Planning was one of the best things I have personally done for my family. The level of expertise, attention to detail & technical know-how that I now have access to gives me a great feeling of reassurance in what is a growingly complex world – Gareth"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2000

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
NowInfinity
Completed
2016

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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