Forde Financial Planning – Specialising in personal insurance protection (i.e. life/income protection) superannuation advice and retirement planning. We take the time to ask what is important to you. Financial freedom involves having goals and knowing the needs and objectives necessary to attain those goals.

Wealth creation offers security and greater life choice. Knowledge about your investments and understanding how your investments are working offers a peace of mind about your investment structure.

Here at Forde Financial Planning we advise on Superannuation, Retirement Planning,Wealth Creation and Protection. Let us plan your future with you.

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Lee Forde

Certified Financial Planner

Lee is the founder of Forde Financial Planning in 2005 and is a Certified Financial Planner with over 19 years experience in the Financial Services Industry. He is also a member of the Financial Planning Association. Lee is the senior adviser in the Altona Meadows, Craigieburn and Derrimut offices. Lee provides financial advice in all areas of financial planning including pre-retirement and retirement planning, superannuation planning, investment advice, estate planning and personal insurance.

Superannuation is a tax-effective means of saving for retirement by investing money during your working life.

Contributions to your super are made regularly by your employer and topped-up where possible with voluntary personal contributions.

The contributions received by your super fund are then pooled with the contributions of all the other members of the fund and invested in a variety of different sectors such as property, cash, fixed interest, Australian equities, international equities and so on, depending on your choice.

Super can:

  • assist you with long term savings
  • help provide you with a financially comfortable and secure retirement
  • give you access to favourable tax treatment of super contributions and benefits, and
  • give you access to insurance offered by your super provider and the associated tax savings and benefits.

 

Super is about helping you achieve the type of lifestyle you want in retirement.

Investor Profiles

Investors come from all walks of life and income groups, including graduates, shift-workers, parents and retirees.

In years gone by, investing outside the property market was seen as a remote and expensive process, largely out of reach to all but the wealthy and well connected.

Today with the advent of online trading and mandatory superannuation, investing is not only more accessible that ever before, it is also an unavoidable reality for all working Australians.

With such a variety of investors it is important to distinguish between the different attitudes and needs of different investors and how such traits might affect investment choices.

Knowing what sort of investor you are before you invest, will go a long way to help you reach your financial goals in the most comfortable and effective manner.

The aggressive investor generally:

  • has a good understanding of financial markets
  • is comfortable with taking risks with their investments
  • is not concerned about short-term volatility (fluctuation in returns), and
  • tends to be younger and/or invests for the longer-term (5+ years).

The moderate investor generally:

  • has a reasonable understanding of financial markets
  • seeks a broad, diverse investment portfolio
  • prefers to avoid volatility but can accept moderate risk
  • seeks both income and capital growth (increase in their initial investment over time), and
  • invests for the medium to long term.

The conservative investor generally:

  • is uncomfortable with market volatility
  • requires regular income with limited capital growth
  • seeks to protect their investment value from the effects of inflation
  • has basic investment knowledge, and
  • has a shorter investment horizon.

Information provided on this website is general in nature and does not constitute financial advice.

Forde Financial Planning has taken reasonable care in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.

Forde Financial Planning will endeavour to update the website as needed. However, information can change without notice and Forde Financial Planning does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

This information is prepared for residents of Australia only.  Any currency references are references to Australian dollars unless otherwise specified.

Unless otherwise specified, copyright of information provided on this website is owned by Forde Financial Planning . You may not alter or modify this information in any way, including the removal of this copyright notice.

This website does not offer securities or other financial products, nor does it invite subscriptions for securities or other financial products to any person outside Australia. Forde Financial Planning does not guarantee the repayment of capital or any particular return from, or any increase in, the value of any Forde Financial Planning products unless otherwise expressly agreed.

Further, Forde Financial Planning disclaims any liability for loss, damage, cost or other expense which you may incur as a result of any information provided on this website, to the extent that such liability is not excluded by law.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

Forde Financial Planning does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, (Apogee Financial Planning, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

Unless otherwise specified, copyright of information provided on this website is owned by Apogee Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.

Investment – Superannuation – Retirement -Insurance – Gearing – SMSF Investment

© Forde Financial Planning Pty Ltd
Authorised Representatives
Apogee Financial Planning Limited
Australian Financial Services Licensee
AFSL License No.230689
Registered Office at 105-153 Miller Street North Sydney NSW 2060
‘a member of the National Australia Group of companies’

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