Empowering Australians, anywhere, anytime.
Affordable financial advice.
Now just a click away.
Actionable financial strategies, prepared
by experts delivered directly to you.
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Access expert financial strategies and guidance, within 48 hours
Simply input your basic personal and financial information, and our web app will display and explain the strategies that are most relevant to you.
Our financial strategies are reviewed by licenced and experienced Financial Advisers before they are delivered to you.
You will also receive a 1-1 credit should you wish to upgrade your service to our ‘Forefront Private Wealth’ offering. Visit this link for more information.
Just a 3 steps process
Purchase quality advice, at a fraction of the cost.
The average cost of Financial Advice in Australia is $4,250 (AdviserRatings – Australian Financial Adviser Landscape 2023).
By utilizing cutting edge technology and by focusing on ‘strategy only’ financial advice, we are able to dramatically reduce the cost of financial advice to you now, and in the future
Enter your data seamlessly.
By completing our online questionnaire, you will be providing key financial and personal information to us. This will assist us to provide you with personalised, relevant and actionable advice.
Your data is secured by top-tier cyber security systems, is monitored 24/7, and is never sent overseas or sold to third parties.
Access your financial strategies, and achieve your goals.
Trusted by Australians just like you
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Our story
Alex and Joshua are both Directors and Principal Financial Advisers at Forefront Wealth.
They each built and sharpened their skills within a range of Australian’s largest and most well-respected financial
institutions, featuring a AFR Top 6 Accounting Firm, a ‘Big Four’ bank, a boutique Private Wealth firm, and the largest
wealth management provider in Australia.
During their careers, they noticed a unique opportunity to utilise technology and improve the financial advice
service in Australia in the following key areas:
will be able to help all Australians to achieve financial security and prosperity.
They called it, Forefront Wealth, and they invite you to partner with them on your financial journey.