John Forwood

Forwood Planning Pty Ltd

Gold
26 Yrs Experience
Fortitude Valley, QLD 4006
4.96
6 Reviews
5
4
3
2
1
4.83
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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4.75

"John was recommended on the barefoot investor Facebook group. Best recommendation ever. John gives so much of his time stays in touch checks how I’m going. He’s been brilliant"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given me advice in areas including budgeting, investments and loan products. His experience and knowledge shows through in his ability to field and address my many questions with patience and wisdom. John explains things very clearly and I feel extremely confident that the advice given to me is perfect for my needs. John is very approachable and I can not recommend him highly enough."

  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has been our personal adviser for the past few years and provided us with advice for superannuation, self managed funds and income protection. Not only is he a great guy but John is also very experienced, professional and communicates information effectively, in terms we could easily understand. John has such a deep knowledge and understanding of financial planning that I am confident in recommending John's services for your financial planning needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John was extremely helpful to me concerning a number of questions I had relating to transfer funds from a Super Fund to a Allocated Pension Fund. It is obvious he is very knowledgeable about funds and professional in all his responses. I felt much at ease after discussing matters of financial consequences with John."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has helped me sort out a number of complex financial and insurance issues. All along, I felt supported and that I was receiving sound, considered advice."

  • Insurance Protection
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Engaging with Forwood Planning was one of the best things I have personally done for my family. The level of expertise, attention to detail & technical know-how that I now have access to gives me a great feeling of reassurance in what is a growingly complex world – Gareth"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Budgeting