Sawaya Forget Wealth Management

A people-centric approach to wealth management

Wealth planning is about trust. It’s about knowing that we’ll be there to offer sound advice and guidance through life’s moments both good and bad. And we don’t take that trust for granted.

For 35 years, we’ve guided clients through market booms and busts, watched them grow from young professionals to sprawling families, and helped them plan for the future – however that looks. We’ve stood beside them as they’ve sold their business and supported families through wealth transfers from one generation to the next. But at its core, our success over the past three-and-a-half decades is the result of the relationships we’ve built with our clients.

We share experiences with our clients. We advise them but we learn from them too. As wealth advisors, we’re good at what we do because we care about the people that put their trust in us.

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Tax & Estate Planning


Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research


Get the latest market insights and trends from our internal research experts.

Market Ethos

29 January 2024
Evaluating valuations
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22 January 2024
Market mood swings
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Investor Strategy

January 2024
2023: A year in review
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