Fornaro Financial Group (FFG) provides a personalised professional service specific to clients’ individual circumstances.

Before engaging with FFG we will ask you to complete a Confidential Client Profile. This Profile provides us with important information about your current situation to enable us to provide accurate and efficient professional financial services.

Your Journey with Fornaro Financial Group

1. Understand

Your needs and drivers and how we can work together

2. Identify

Your lifestyle and financial or lending goals & what are the most suitable options

3. Propose

Fornaro Group will present a formal strategy of our identified opportunities

4. Strategise

Develop the strategies to respond to your goals and opportunities

5. Implement

Implement the agreed strategies

6. Review

Your situation regularly to ensure you are achieving traction towards your goals