Our Services

Our service is our greatest asset

Since being established in 1972, Forest Stone Capital has focused on providing personal service and tailor-made advice to our clients. Our service is one of our greatest strengths and what sets us apart from larger institutional firms.

We have an experienced team of advisers and professionals dedicated to building and protecting your wealth. We take the time to understand your unique financial goals and circumstances, providing clear, tailored advice that you can act on with confidence.

Our specialist services include:

• Forest Stone Capital – Investment Management
• Forest Stone Capital – Financial Planning
• Wholesale Investing
• Corporate
• Not for Profit Organisations
• Portfolio Solutions
• Estate Administration

Whether you are an individual investor, a family, a business or not-for-profit organisation, we have the expertise and resources to help you achieve your financial objectives.