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Welcome to

Forde Financial Planning

Specialising in superannuation advice and retirement planning (including Guaranteed Annuities, Pensions and Aged Care). We take the time to ask what is important to you. Financial freedom involves having goals and knowing the needs and objectives necessary to attain those goals.


Wealth creation offers security and greater life choice. Knowledge about your investments and understanding how your investments are working offer peace of mind about your investment structure.

Here at Forde Financial Planning, we advise on Superannuation, Retirement Planning, Wealth Creation and Personal Insurance Protection (i.e. life/income protection). Let us plan your future with you.

Lee Forde

Financial Planner

Lee is the founder of Forde Financial Planning in 2005 and is a Financial Planner with 30 years experience in the Financial Services Industry. He is also a member of the Association of Independently Owned Financial Professionals (AIOFP). Lee is the senior adviser in the Altona Meadows and Derrimut offices. Lee provides financial advice in all areas of financial planning including pre-retirement and retirement planning, superannuation planning, investment advice, estate planning and personal insurance.

What is Super?

Superannuation is a tax-effective means of saving for retirement by investing money during your working life.

Contributions to your super are made regularly by your employer and topped-up where possible with voluntary personal contributions.

The contributions received by your super fund are then pooled with the contributions of all the other members of the fund and invested in a variety of different sectors such as property, cash, fixed interest, Australian equities, international equities and so on, depending on your choice.

Super can:

  • assist you with long term savings
  • help provide you with a financially comfortable and secure retirement
  • give you access to favourable tax treatment of super contributions and benefits, and
  • give you access to insurance offered by your super provider and the associated tax savings and benefits.

Super is about helping you achieve the type of lifestyle you want in retirement.

Forde Financial Planning Pty Ltd


Forde Financial Planning Pty Ltd ATF The Forde Family Trust (Corporate Authorised Representative No. 422691) and all our advisers are Authorised Representatives of Sambe Investments Pty Ltd T/A Finchley & Kent, Australian Financial Services Licence No. 478766, ABN 67 078 995 856, and has its registered office at Level 14, 309 Kent Street, Sydney NSW 2000.

Sambe Investments Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products.


Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Forde Financial Planning Pty Ltd ATF The Forde Family Trust and Sambe Investments Pty Ltd T/A Finchley & Kent will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, Forde Financial Planning Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

Copyright The information on this site, including the site source code is the property of Forde Financial Planning Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Forde Financial Planning Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Forde Financial Planning Pty Ltd.

Terms & Conditions of use

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

Investor Profiles

Investors come from all walks of life and income groups, including graduates, shift-workers, parents and retirees.

In years gone by, investing outside the property market was seen as a remote and expensive process, largely out of reach to all but the wealthy and well connected.

Today with the advent of online trading and mandatory superannuation, investing is not only more accessible that ever before, it is also an unavoidable reality for all working Australians.

With such a variety of investors it is important to distinguish between the different attitudes and needs of different investors and how such traits might affect investment choices.

Knowing what sort of investor you are before you invest, will go a long way to help you reach your financial goals in the most comfortable and effective manner.

The aggressive investor generally:

  • has a good understanding of financial markets
  • is comfortable with taking risks with their investments
  • is not concerned about short-term volatility (fluctuation in returns), and
  • tends to be younger and/or invests for the longer-term (5+ years).

The moderate investor generally:

  • has a reasonable understanding of financial markets
  • seeks a broad, diverse investment portfolio
  • prefers to avoid volatility but can accept moderate risk
  • seeks both income and capital growth (increase in their initial investment over time), and
  • invests for the medium to long term.

The conservative investor generally:

  • is uncomfortable with market volatility
  • requires regular income with limited capital growth
  • seeks to protect their investment value from the effects of inflation
  • has basic investment knowledge, and
  • has a shorter investment horizon.

Investment – Superannuation – Retirement -Insurance – Gearing – SMSF Investment


Forde Financial Planning Pty Ltd
is a Corporate Authorised Representative (No. 422691) of
Sambe Investments Pty Ltd T/A Finchley & Kent.
Australian Financial Services License No. 478766

Sambe Investments Pty Ltd T/A Finchley & Kent |
Australian Financial Services Licence No. 478766 | ABN 67 078 995 856
Three International Towers, Level 24, Tower 3, 300 Barangaroo Avenue, Sydney NSW 2000

1300 770 996