Forman Financial Services

Special Disability Trust

Our Commitment

We understand the unique challenges faced by families dealing with the intricate intersection of deceased estates and disabled beneficiaries. Our specialised financial services are crafted to provide comprehensive solutions, ensuring a secure and stable future for your loved ones.

Services Tailored for You

Special Disability Trust Management:
Expert guidance on establishing and managing Special Disability Trusts (SDTs).
Personalized strategies to maximise benefits while maintaining eligibility for government support.

Deceased Estate Planning:
Compassionate support during the challenging times of managing a deceased estate.
Customised plans to address the specific needs of differently-abled beneficiaries.

Financial Advisory for Families:
Dedicated financial advisors specialising in disability-related financial planning.
Holistic assessments to ensure the financial well-being of your loved ones.


Why Choose Forman Financial Services?

Our team consists of seasoned professionals with extensive experience in special needs financial planning.
We stay up-to-date with the latest regulations and best practices to provide you with the most effective solutions.

Tailored Solutions:
 Every situation is unique. Our services are customized to address the specific challenges and opportunities your family faces.

Compassionate Approach:
 We understand the emotional nuances involved in handling financial matters related to disabled beneficiaries. Our approach is compassionate, providing support every step of the way.