Wealth Forum
Financial Services - Sydney, New South Wales, Australia
Wealth Forum Employees
Wealth Forum Senior Management
Wealth Forum Details
At Wealth Forum, our purpose and vision is to empower you to make smart and informed decisions about money, through personal advice, strategies and solutions. We operate under Wealth Forum Pty Ltd which holds its own Australian Financial Services License. We believe it is important to know that advice and recommendations are not influenced by ties to any financial institutions. Our Clients We work with small business owners and families in Western Sydney to provide authentic advice and build a relationship based on mutual trust and respect. Our Services We operate only on a fee for advice basis. You have the option of engaging us for specific issues or as part of an ongoing advice relationship. Every client is taken through our six stage Advice Process to discover their ideal wealth journey. Discovery – where we get to know the goals and investment attitudes of the client. Engagement – Signing a formal advice agreement. Advice Preparation – A detailed Statement of Advice tailored to the individual client. Presentation – Delivering the Financial Plan that documents the strategies to meet the goals and objectives outlined in the Discovery. Review – Change is the only constant in life, so it's important to review your financial plan regularly. Our People Sheila Cabacungan is the Principle Financial Planner and owner of Wealth Forum. She is a qualified Certified Financial Planner under the Financial Planning Association of Australia, she is a Self-Managed Super Fund Specialist Adviser under the SMSF Association and she is a Registered Tax (Financial Services and SMSF) Agent, with over 20 years of experience in helping clients build, protect and manage their money. For more information and to start your wealth journey, contact us on 0418 454 880.
