About Me

Solomon (Sol) Forman has over 30 years of experience in Aged Care Financial Advice. He is a Financial Planner, Accountant, SMSF Specialist Advisor & Tax Agent, specialising in wealth preservation and retirement funding. Solomon's experience, knowledge and desire to assist his clients in achieving their financial goals inspired him to write his book “Securing Your Retirement Dreams.” The book provides proven financial planning strategies that take the fear and anxiety out of funding retirement.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 31 Years
CERTIFIED FINANCIAL PLANNER®