About Us

What makes us different?

We represent a new approach to financial advice, delivering the highest quality financial advice based on integrity, innovation and a commitment to building your financial future.

This is reflected in a number of ways:

Our Strength

Planning Forward has access to the strength and resources of Fortnum’s high quality investment and economic research, risk insurance and financial strategists along with powerful software tools to help establish and manage your investment portfolio.

The end result is a powerful team working to build and enhance your wealth.

Our Transparency

When it comes to paying for financial advice, it’s your money and you deserve to know exactly where it’s going. That’s why at Planning Forward, it’s our policy to ensure complete transparency so our clients know exactly what they are paying for and who they are paying it to.

Our Ongoing Commitment

When you choose Planning Forward, you get the benefit of both worlds – the integrity of a comprehensive approved product list, free of commercial influence, with the backing of one of Australia’s most respected financial institutions. This gives you the peace of mind of knowing financial decisions are made according to your interests.

Planning Forward Pty Ltd and its advisers are members of Fortnum Financial Advisers and Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 439 889 535 AFSL No.357306.