At Forward Path Advisory, we specialise in providing comprehensive financial advisory services tailored for Family Offices and High Net Worth Individuals (HNWIs) in Melbourne, Australia. Our goal is to assist in managing and preserving wealth across generations, addressing the complexities associated with substantial assets.

Our Family Office services offer a holistic approach to wealth management, consolidating your financial affairs under a unified strategy. We provide expert guidance in investment management, estate planning, tax optimisation, and succession planning, ensuring your family’s wealth is managed efficiently and prepared for seamless transition to future generations.

For HNWIs, we develop customised investment strategies that incorporate asset protection and risk management to safeguard and grow your wealth. Whether you’re planning for retirement, diversifying investments, or seeking philanthropic advice, our experienced advisers deliver personalised guidance to meet your specific objectives.

Collaborating with accountants, tax specialists, and legal professionals, we ensure every aspect of your wealth is meticulously managed. This integrated approach allows us to provide seamless services that align with your family’s long term vision. Based in Melbourne and serving clients across Australia, we are committed to helping you achieve financial security and peace of mind.