Our Story
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:
By implementing a data driven and forward-thinking advice model to address these key areas, they believe they
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.
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.
