Forbes Wealth Planning

07/04/2026

Big news! 🎉

We're so excited to announce that Corey Kovac has officially become a Partner and equity holder of Forbes Wealth Planning!

Corey's hard work, passion, and dedication to our clients make him the perfect person to help shape the future of our practice. This is so well deserved. 👏

Congratulations Corey — here's to the next chapter together! 🥂

05/02/2026

Our phone service is currently out of order with time frames unknown. Please call the office on 0432 785 092 until further notice. We apologise for the inconvenience.

19/11/2025

Scooted into the CBD for some ongoing professional development... and a bit of fun 😀

23/10/2025

What a night! 🥂

We’re so proud to share that Forbes Wealth Planning has been named Practice of the Year 2025 at the Advice Evolution Awards.

It’s an incredible recognition of our team’s hard work and the trust our clients place in us every day.

Thank you for being part of our journey — this one’s for all of you! 💙

21/09/2025

We are thrilled to share that Forbes Wealth Planning has been named Practice of the Year by Advice Evolution at the recent conference in Darwin.

This recognition reflects the trust our clients place in us and the dedication of our amazing team. We’re grateful for the acknowledgment and even more grateful for the people we get to work with every day.

A special mention as well to Advice Evolution for the incredible support and the journey we’ve been able to share together.

11/11/2024

I am incredibly honored to share that I have been named Financial Adviser of the Year by Advice Evolution! This national recognition is not just a reflection of my efforts but a testament to the commitment and excellence of an extraordinary team. Their dedication, hard work, and support have made this achievement possible, and I am grateful for each member’s contributions.

27/10/2024

We apologise that our emails are not working. Our website is also down. We are working with our Domain Name host to resolve the issue. Again our sincere apologies. Neale. 😬

26/02/2024

The whole Forbes team was very proud to see Corey graduate from the Professional Year and become a fully qualified Financial Advisor.
Only 300 Advisors nationally go through the Graduate Program each year.

12/02/2024

Congratulations to the SYP Junior Tennis Team on winning their recent competition against Mid Yorkes. We are extremely proud sponsors 😁

14/01/2024

As our internet is down, so are the office phones. You can still reach us on 0432785092. iinet closed our support ticket accidentally so resolution is taking a further 24 to 48 hours. 😡

14/12/2023

Please check out our office hours over Christmas.

It has been a terrific year from the business’ perspective, but we have seen both wonderful and sad stories unfolding in our clients’ lives. We all feel extremely grateful to be able to accompany you on life’s journey, and genuinely appreciate and feel fulfilled when helping you in difficult t...