Lee Forde
Co-founder & Financial Planner


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Lee is the founder of Forde Financial Planning, which he established in 2005. With an impressive 30 years of experience in the financial services industry, he has built a reputation for excellence and reliability. As the senior adviser at the Altona Meadows and Derrimut offices, Lee provides a wide range of financial planning services tailored to meet the unique needs of each client.
His areas of expertise include pre-retirement and retirement planning, where he helps clients navigate their financial journeys to ensure they can enjoy a comfortable and secure retirement. Lee also specializes in superannuation planning, guiding clients through complex regulations to optimize their retirement savings.
The process of downsizing can significantly ease the transition into retirement. Many individuals find themselves seeking retirement villages, which offer a supportive community, social activities, and facilities tailored for older adults. Additionally, it’s essential to consider aged care options, such as home care packages, which provide personalized support in the comfort of one’s home, or the transition to aged care facilities, could be crucial for their well-being and comfort.
In the realm of investment advice, he offers strategic insights to help clients build and manage their investment portfolios effectively. Additionally, Lee’s knowledge extends to estate planning, assisting families in creating plans that protect their wealth and distribute their assets according to their wishes.
Lee provides personal insurance solutions, ensuring that his clients are adequately protected against unforeseen circumstances. His comprehensive approach to financial planning empowers clients to achieve their financial goals with confidence and security.