Simple
Our Financial Advisers will make things easy. Explain your Choices. Help You through research and paperwork. Assist through every step of the way.
We are your
Experts in
Financial Advising.
Say hello to confidence in your financial future! We provide you comfort by setting achievable actions to reach your financial goals and objectives!
A Little About
Forté Wealth Management
Our team is composed of qualified advisers, whom you can rely on to assist you in making sound financial decisions. We leverage our vast knowledge and expertise to create and implement wealth management plans and strategies tailored to your financial goals.
We are committed to helping you plan for a secure financial future. You can count on us for financial management solutions including but not limited to budgeting and cashflow, tax effective strategies, superannuation, retirement planning, and investment consulting.
Our company has been dedicated to providing diverse clients with easy access to expedient financial management solutions. We also value honesty and integrity in the way we do business, which is why we make sure that you are aware and well informed of every detail of our programs and processes.
What are we about
Research
We Research Appropriate Solutions For You! Everyone is different. This is why we work closely with different Product Providers. Our research allows us to formulate suitable strategies to meet your goals.
Convenient
We can travel to meet you. We offer After-Hour Services and weekend availability to make this process as convenient as possible. We want to provide you an easy and simple process.
Where you can find us
Our team at Forte Wealth Management makes it easy for you to get the financial management services you need. We are based in Brisbane and Gold Coast, however, we have facilities to also conduct meetings online too! If you are interested in discussing further, leave us a message on the ‘Contact Us’ Page!
Astute Financial Adviser
of the Year
We were recognised with the Financial Adviser of the Year Award through Astute Financial. This award is presented to highlight excellence across a range of different areas varying from Positive Customer Experiences, Compliant Financial Advice and Ethical Practices.
Financial Planning
Association of Australia
Forté Wealth is a Proud Member of the Financial Planning Association of Australia. FPA Members are committed to a Code of Ethics and Professional Conduct, so you can rest assured that we will do the right thing by you and put your interests first
Centrepoint Alliance
Forté Wealth Management is Licensed under Centrepoint Alliance. Together we work towards providing the Highest Professional Standards and Advice Compliance for our customers. We ensure the advice is always in clients’ best interest to meet their financial goals
ASIC Financial Advisers Register
Financial Advisers at Forte Wealth are registered under the ASIC Financial Advisers Register. We are qualified to provide personal advice on complex financial products to consumers. Our advisers have no banning or disqualifications recorded, continue to meet professional development requirements and have a minimum requirement of a Bachelors Degree.
Meet some of our happy customers
Facebook Reviews
What people are
saying about our services
Rhys Lambert
Chris has an absolute wealth of knowledge. He makes things really easy to understand & helps set clear achievable goals! I couldn’t recommend anyone better.
Matt Pattingale
Very professional, helpful and friendly. Chris really takes the time to ensure that you understand everything and is always happy to help with any questions or concerns.
Jarrelle Jones
Chris is very thorough and has a wealth of knowledge. He explains everything in detail. Highly recommend.
Jess Ketley
I highly recommend Chris from Forté Wealth Management. He was very thorough and honest with his work. Very timely and very professional. He made me feel very confident and supported throughout the process.
Breanna Kingsley
Chris is an absolute pleasure to deal with! I feel positive and with his expertise help I will get to my Financial dream of owning my own property.
Karen Speers
Chris has been absolutely amazing, he knows what he’s talking about, if your looking for someone who can explain things in a way you can understand then contact him, he comes to you which makes it even easier.
Eleni Kalligeros
We would recommend Chris’ financial services and advice. He was very efficient in helping us meet our needs and goals.
Amy Louise
As a family that has been stuck in the rental trap for years Chris has given us the hope and strategies to help us finally get into our own home! He was so kind and patient with all of our questions, explaining everything in a way that was easy to understand and implement! Our lives have changed and that’s thanks to Chris! Thankyou Forté Wealth!!
Sharon Weeks
Chris of Forté Wealth Management has helped both my Fiancé and myself with our Life Insurance and Superannuation needs. Chris has gone to great lengths to thoroughly research all options and to present the best case senario for our situations. Thank you Chris for all the time and effort you go to to ensure we both have the best possible results.
Chelsea Holcombe
I highly recommend the services at Forte Wealth Management. After finishing uni and starting my first graduate job I wanted to make sure my finances were set up to suit me. Chris walked me through every step of setting up my finances in line with my goals. His communication was and continues to be outstanding and he has always been very well prepared for our meetings. Dealing with Chris is easy and hassle free.
Jenna Arthurs
Chris is so knowledgeable about everything Super & Financial Planning related. He made me feel comfortable talking about personal finances and I walked away with so many tips and future possibilities.
Louisa Mcdonald
I highly recommend Chris from Forté Wealth Management. His attention to attend to the needs of clients and reliable advice is most valuable. Extremely satisfied with the service provided from Forté Wealth Management.
Let’s build a better future together
