John Forwood

Forwood Planning Pty Ltd

25 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.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies

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 Silver
  • Rating 4.96
  • Number of reviews 6
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Forwood Planning Pty Ltd

Level 1, 57 Berwick St
Fortitude Valley, QLD 4006

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Australian Wealth Holdings Pty Ltd

AFSL 481674