Forman Financial Services

Aged Care Advice

We look at your total picture and provide you with quality advice based on our long term experience with aged care. Our aim is threefold: to simplify the aged care financial decisions for you, to maximise government support and to minimise the effect on your estate. Learn more...

Financial Planning

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

Retirement Planning

Our primary focus is working with you to establish a clear picture of what you would like to have in retirement, we then apply our knowledge and experience to come up with strategies on how to achieve it. Being qualified both as an Accountant and Financial Planner allows us to combine investment advice and tax advice. This maximises the potential for you to have a comfortable and secure retirement. Learn more...


Self Managed Super Funds

Superannuation is about good investment combined with tax effectiveness.  Self managed super funds allow you to maximise these benefits. Our access to high quality investment research together with holding our own Australian Financial Services Licence, allows us to tailor an investment portfolio to your individual needs. Added to that is our tax agent and accounting services which will allow you to enjoy the full benefits of superannuation. Our accreditation as an SMSF Specialist Adviser and SMSF Specialist Auditor combined with our Superannuation expertise will allow you to enjoy your retirement. Learn more...


Special Disability Trusts

We provide a comprehensive one-stop service to set up & administrate Special Disability Trusts which may help you to access and maximise valuable Centrelink benefits which you may not otherwise be entitled to due to asset & income tests. Special Disability Trusts also give you peace of mind - knowing there is a plan to meet ongoing care & accommodation requirements for your loved one. Learn more...

 

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

 

 

 

 

 

 

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SOLOMON FORMAN SMSF SPECIALIST ADVISOR SMSF SPECIALIST AUDITOR Forman Financial Services SOLOMON FORMAN CERTIFIED FINANCIAL PLANNER® Forman Financial Services

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