Financial Planning

How does financial planning help?

Financial planning is often misunderstood. Our goal is to integrate taxation, insurance & investment advice into
a comprehensive plan that helps you or your business maximise your assets to strategically reach your goals.

Bringing it all together

We help you simplify complex financial decisions by bringing together some very specialised services. We
strive to fully understand your unique and current situation to make the most of what you have.

See the whole picture

Financial planning provides you with a roadmap. As your financial adviser we prepare a personalised plan
detailing your current position and recommended solutions to create, accumulate and protect your wealth.

How can Forman Financial Services help you with financial advice?

Forman Financial Services is a boutique financial planning & advice specialist located in Sydney's
Eastern Suburbs. Our principal advisor, Solomon Forman has over 20 years experience as a
Financial Planner, Accountant, SMSF Specialist Advisor, SMSF Auditor & Tax Agent.

How does the financial planning process work?

Step 1:  Confidential Consultation where we learn about you & your goals.

Step 2:  We perform financial modelling and consider the relevant financial strategies for your circumstances.

Step 3:  We meet to present your financial plan and discuss our recommendations.

Step 4:  Forman Financial Services implements your chosen strategy.

Step 5:  We meet for regular reviews in the context of your changing circumstances to ensure your plan is
             working for you.

Contact us for advice that will empower you with a roadmap and solutions.

To view client recommendations please check Solomon Forman's LinkedIn profile