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About

Welcome to Plan to Plan Financial Planning


At Plan to Plan Financial Planning, we bring together the combined expertise of two well-established firms—*Forde Financial Planning* and *North West Financial Services*—to offer a seamless and personalized financial planning experience. With decades of experience helping clients navigate their financial futures, our new venture is founded on the shared values of trust, integrity, and excellence in financial services.

 

Forde Financial Planning, with a strong presence in Melbourne, has been delivering tailored financial strategies for over 30 years, specializing in retirement planning, wealth management, and superannuation.

North West Financial Services, located in Brisbane, has a rich history of providing financial guidance, investment advice, and insurance solutions for 33 years. Their in-depth knowledge of the financial industry has helped countless individuals and businesses secure their financial well-being.

Now, as Plan to Plan Financial Planning, we continue our mission of offering comprehensive financial services to clients across [insert combined locations]. Our team of experienced financial planners is committed to helping you plan, grow, and protect your wealth—no matter where you are in life.

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Our Team

Shayne French

Co-founder & Financial Planner

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Lee Forde

Co-founder & Financial Planner

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Sheila Weisshardt

Financial Planner

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Janelle French

Administrator

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