Wealth Management Melbourne

Trust the process & plan for future generations

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.

Areas of Advice

Our Family Office and High Net Worth Advisory services are designed to address the multifaceted financial needs of affluent individuals and families. Our team of seasoned professionals collaborates closely with clients to develop tailored strategies that align with their unique objectives. 

Customised Wealth Management
Tax Optimisation
Investment Diversification
Philanthropic Advisory
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Generational Wealth Preservation

Implement estate and succession planning to ensure wealth transfer to future generations.

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Holistic Financial Oversight

Consolidate all financial affairs under a unified strategy for streamlined management.

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Personalised Investment Solutions

Develop customised strategies that align with unique financial goals and risk tolerance.

Frequently Asked Questions

What is wealth management, and how can Forward Path Advisory help me?

While many assume that earning an income equates to effectively managing it, our experience shows that this is rarely the case. Just as healthcare relies on the expertise of medical professionals, financial success is built on the guidance of qualified financial specialists.

At Forward Path Advisory, we provide tailored wealth management solutions designed to help our clients build, protect, and grow their wealth with confidence. We collaborate closely with accountants, legal professionals, and other experts to ensure every element of your financial affairs is strategically aligned with your personal and financial goals.

We work with individuals and families across a broad range of life stages, including high income professionals, business owners, pre-retirees, older Australians transitioning into aged care, and those managing significant savings or lump sum investments. Our clients typically seek clarity, structure and peace of mind in their financial decision making, and we are committed to providing the strategic guidance they need to move forward with confidence.
  • Retirement Planning: to help you transition smoothly and confidently into retirement
  • Self Managed Super Fund (SMSF) Advice: for those seeking greater control over their super
  • Wealth Management: with tailored investment strategies that support your goals
  • Financial Planning: to align your finances with your lifestyle and aspirations
  • Tax Planning: to help you make the most of available tax strategies and reduce unnecessary tax burdens
  • Business Succession Planning: to ensure smooth ownership transitions
  • Estate Planning: in collaboration with legal professionals to help you plan your legacy

At Forward Path Advisory, we put people before products. We do not use cookie cutter solutions. Instead, we take the time to understand what matters to you and tailor every piece of advice to your goals and objectives. For us, money isn’t the sole focus. We see it as a tool to help you live the life you want.

It begins with a conversation. We get to know you, your financial goals, your attitude to risk and your investment preferences. From there, we design a strategy that supports your objectives while considering your timeframes and personal circumstances. Your plan is regularly reviewed to ensure it remains aligned with your evolving needs.
We do not publish a specific minimum investment amount. Instead, we focus on working with clients where we can provide meaningful value. If you are unsure whether we are the right fit for your situation, please feel free to reach out for an initial conversation.
We typically provide formal investment reviews at least once a year. However, the level of contact can be tailored to your preferences. You will also have access to our team if you have questions or need updates at any time. We believe in proactive communication to ensure you always feel supported and informed.
We operate on a clear and transparent fee for service basis. This means there are no hidden commissions or surprises. You will always understand what you are paying and the services you are receiving. Our fees are designed to reflect the value and quality of the advice we provide.
Yes, tax planning is a key part of the advice we offer. We work with you and, where appropriate, your accountant to implement strategies that aim to reduce your tax obligations while still focusing on your long term financial goals.
You can begin by booking a chat through our website or calling us on 03 9566 7258. We will organise an initial meeting to understand your goals and explain how we can help. This first conversation is obligation free and simply a chance for you to explore whether we are the right partner for your financial journey.

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