Tahlea Forbes
About Me
Tahlea has worked in the financial services industry since 2010, bringing over a decade of hands-on experience across various roles, from administration and strategic paraplanning to her current position as a Financial Adviser at Halpin Wealth. This diverse background has given her a comprehensive understanding of financial planning operations, allowing her to provide well-rounded advice tailored to each client’s unique needs.
Tahlea is passionate about empowering her clients to achieve financial security and peace of mind through clear, actionable strategies. She takes pride in her ability to simplify complex financial concepts, ensuring clients feel confident in their financial decisions. Whether it’s retirement planning, investment management, or superannuation advice, Tahlea is committed to delivering personalised solutions that align with her clients’ goals and aspirations.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 3 Years