Forbes James Email & Phone Number | In addition to my ongoing work with the Wealth Mentoring Group (see below) I'm delighted to announce the publication of my first book. It's called 'An Aussie Takes A Punt' and tracks how Mat McBriar grew up in suburban Melbourne but somehow managed to become a star for the Dallas Cowboys. The profits are going to charities involved with Duchenne Muscular Dystrophy. Have a look at www.anaussietakesapunt.com. The Wealth Mentoring Group is a specialist wealth management firm. Here's a few recent projects to give a taste of what we do: INHERITANCE - The client inherited a large amount. We helped establish a structure to manage the tax planning and asset protection issues. PLANNING TO RETIRE - We work with clients in the years leading to retirement. Once they retire, we work to establish tax effective income streams. STARTING AN INVESTMENT PORTFOLIO – Typically our client has paid off their home loan and is looking at accumulating wealth. We develop a plan to work their cash flows harder and accumulate wealth. SMSFs - For some we're involved in the establishment and monitoring of a detailed investment strategy. For others we're a sounding board to challenge their strategies and ensure they are up to date with recent changes. TIME POOR - Many clients are successful executives or business owners but they're time poor and we offer the ability to out-source their wealth management and free up time to do things they'd rather do. ESTATE PLANNING - Even in a simple family situation there can be complex issues, eg children who may not be able to manage the inheritance or children with financial or marital issues. INSURANCE - Many clients didn't like the answer when we asked how their family would cope if something happened to them. DIVORCE - We've helped split assets following separation and divorce. This includes the restructuring of SMSFs.

Forbes James

In addition to my ongoing work with the Wealth Mentoring Group (see below) I'm delighted to announce...
The Wealth Mentoring Group Pty, LEVEL 1 530 LITTLE COLLINS STREET, Australia

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Forbes James’s Email forbes@wealthmentoring.com.au

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Forbes James’s Location The Wealth Mentoring Group Pty, LEVEL 1 530 LITTLE COLLINS STREET, Australia

Forbes James’s Current Industry The Wealth Mentoring

Forbes James’s Prior Industry Forbes James Advisory | Arthur Andersen

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Work Experience

The Wealth Mentoring

Consultant

2001-04-01 00:00:00 - Present

Forbes James Advisory

Director

1991-09-01 00:00:00 - 2001-04-01 00:00:00

Arthur Andersen

Manager - Tax division

1981-12-01 00:00:00 - 1991-09-01 00:00:00

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Forbes James is located at
The Wealth Mentoring Group Pty, LEVEL 1 530 LITTLE COLLINS STREET, Australia

Forbes James is a In addition to my ongoing work with the Wealth Mentoring Group (see below) I'm delighted to announce the publication of my first book. It's called 'An Aussie Takes A Punt' and tracks how Mat McBriar grew up in suburban Melbourne but somehow managed to become a star for the Dallas Cowboys. The profits are going to charities involved with Duchenne Muscular Dystrophy. Have a look at www.anaussietakesapunt.com. The Wealth Mentoring Group is a specialist wealth management firm. Here's a few recent projects to give a taste of what we do: INHERITANCE - The client inherited a large amount. We helped establish a structure to manage the tax planning and asset protection issues. PLANNING TO RETIRE - We work with clients in the years leading to retirement. Once they retire, we work to establish tax effective income streams. STARTING AN INVESTMENT PORTFOLIO – Typically our client has paid off their home loan and is looking at accumulating wealth. We develop a plan to work their cash flows harder and accumulate wealth. SMSFs - For some we're involved in the establishment and monitoring of a detailed investment strategy. For others we're a sounding board to challenge their strategies and ensure they are up to date with recent changes. TIME POOR - Many clients are successful executives or business owners but they're time poor and we offer the ability to out-source their wealth management and free up time to do things they'd rather do. ESTATE PLANNING - Even in a simple family situation there can be complex issues, eg children who may not be able to manage the inheritance or children with financial or marital issues. INSURANCE - Many clients didn't like the answer when we asked how their family would cope if something happened to them. DIVORCE - We've helped split assets following separation and divorce. This includes the restructuring of SMSFs.