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
Strategies 

 

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


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

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

Market Ethos

9 August 2022
Why is the market so happy?
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25 July 2022
The future is bright for Japan
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Investor Strategy

August 2022
Second half off to a good start
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