Financial Adviser - Lee Forde

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Lee Forde- Financial Planner

Lee is the founder of Forde Financial Planning in 2005 and is a Financial Planner with 30 years experience in the Financial Services Industry. Lee is the senior adviser in the Altona Meadows 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. Lee's client target market is the mum's and dads either approaching or currently in retirement. Lee is also accredited to provide Aged Care advice and is happy to travel all around metropolitan Melbourne to provide advice and services.

Financial advice will make a positive difference in your life.

At many stages throughout our lives, we find ourselves faced with decisions that will affect our futures and that of our families. With the help of an ethical and experienced financial adviser, you will be making the secure and informed choice.

Family Growth -- Debt -- Retirement -- Wealth Accumulation

Contact me on 0409 521 227

I have a strong ethical foundation; you can trust in me to professionally handle your financial goals.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

Initial consultation for advice is $220 +GST. Consultation can be completed either via phone, zoom or in person if any advice needs exists. Further fees may be incurred for plan presentation, implementation and ongoing fees. Any insurance advice is subject to 66% upfront and 22% ongoing commission.