Forbes Fava Saville Financial Planning

Forbes Fava Saville Financial Planning At Forbes Fava Financial Planning we’re proud of our ability to make a positive difference to the lives of Australian families and small business owners.

www.forbesfp.com.au By providing expert financial advice and ongoing support we help our clients make the right financial decisions so they can achieve their financial goals and life plans. We are committed to advising and educating our clients on practical ways for them to manage their money more efficiently through to making the right investment choices, preparing them for retirement and protect

ing their ongoing income. Disclosure
Cameron Forbes, James Kennedy, Ricky Hernandez, Michael Fava and Forba Pty Ltd ATF The Forbes Family Trust (ABN 52 782 383 163) T/A Forbes Fava Financial Planning are Authorised Representatives of Forbes AFSL Pty Ltd (AFSL 509011).

How to maximise the impact of your inheritance
11/09/2026

How to maximise the impact of your inheritance

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Austr...

Success isn’t about the end result
09/09/2026

Success isn’t about the end result

Perspective, not policy, drives long-term investment success
07/09/2026

Perspective, not policy, drives long-term investment success

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, ...

A financial adviser can help with:
04/09/2026

A financial adviser can help with:

Follow effective action with quiet reflection
02/09/2026

Follow effective action with quiet reflection

Know your “enough” number
31/08/2026

Know your “enough” number

The winners, the laggards, and the next phase of AI investing
28/08/2026

The winners, the laggards, and the next phase of AI investing

Why not all tech stocks are benefiting from the AI boom For Australian investors with a keen interest in markets – and technology shares in particular – the past 12 months haven’t exactly been straightforward. On one hand, U.S. tech stocks are hitting record highs, with headlines dominated by ...

Your mind is your greatest asset.
26/08/2026

Your mind is your greatest asset.

Dividend versus growth investing – which option suits you?
24/08/2026

Dividend versus growth investing – which option suits you?

Picking an investment strategy depends on your life stage, income needs and tax factors When considering a strategy for investing in shares, a good question to consider is do you prefer generating steady income, or pursuing long-term growth? Your answer will more than likely determine whether you fo...

34% of Aussies don’t know what to do
21/08/2026

34% of Aussies don’t know what to do

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