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Scopri cosa dicono le persone

Valutata 5 stelle su 5

Rhys helped me set up my life insurance and my first will, and they made what I thought would be a complicated process really straightforward. Everything was explained in plain English and I never fel... Leggi di più

Valutata 5 stelle su 5

Rhys helped me set up my life insurance and went through a few options to make sure that should something happen to me my son would be taken care of. He found me the best deal with a reliable company... Leggi di più

Valutata 5 stelle su 5

Very friendly and capable Both people we dealt with very knowledgeable and gave us a heap of invaluable advice. Although my wife has experience of being a power of attorney herself, there were area... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

If you want to make legal decisions without a lot of jargon thrown at you then I’d suggest choosing Rhys and Cory from forward thinking financial. They guide you expertly and simply through the ins a... Leggi di più

L'azienda ha risposto

Dettagli dell'azienda

  1. Avvocato specializzato in pianificazione immobiliare
  2. Pianificatore finanziario
  3. Broker assicurativo

Scritti dall'azienda

With over a decade of experience in Financial Services, we are proud to be experts in estate planning, will writing and personal insurance products such as life insurance and critical illness cover. Having a carefully structured succession plan is crucial in ensuring the smooth transition of assets and responsibilities, protecting your loved ones from uncertainty, and preserving your legacy. Without such, your family will rely on processes such as Intestacy Laws which do not always suit each family. Our expertise allows us to guide you through this process with confidence and care, ensuring your wishes are accurately reflected and upheld.


Informazioni di contatto

4,9

Eccellente

TrustScore 5 su 5

65 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
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4,9

Tutte le recensioni

(65)

3 recensioni negli ultimi 12 mesi

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Valutata 5 stelle su 5

Rhys helped me set up my life insurance…

Rhys helped me set up my life insurance and went through a few options to make sure that should something happen to me my son would be taken care of. He found me the best deal with a reliable company.
Would definitely recommend.

5 febbraio 2026
Valutata 5 stelle su 5

5 star service

Rhys at Assured helped me set up my income protection insurance and made the whole thing simple and stress-free.

It’s reassuring knowing my income and family are protected if anything ever stops me working. Everything was explained clearly and the policy was tailored to my job and bills.

5 febbraio 2026
Non scritta su invito
Valutata 5 stelle su 5

Rhys helped me set up my life insurance…

Rhys helped me set up my life insurance and my first will, and they made what I thought would be a complicated process really straightforward. Everything was explained in plain English and I never felt rushed or pushed into anything.

5 febbraio 2026
Valutata 5 stelle su 5

Excellent service

Excellent service explaining each stage clearly making the whole process stress free. I would highly recommend Ryss and Cory for this service.

8 dicembre 2022
Non scritta su invito
Valutata 5 stelle su 5

The need for a power of attorney

I was unsure if to get a power of attorney until everything was explained to me in a way that made me fully understand why it's so beneficial. I would always want my wishes carried out which if I was unable to make my own decisions due to memory issues then it could all be taken away and put in the hands of social services etc. I want my daughter and son to be able to make my decision on my behalf. Customer service was excellent, understanding my current situation was what I needed . Very pleasant staff whom I communicated with were excellent and made me feel at ease, and I could ask anything I wanted to without feeling under pressure.

12 ottobre 2022
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Risposta di Assured Legal Services

Dear Karen,

Thank you for taking the time to leave us such a detailed review. We're really happy that we've managed to help you and give you peace of mind that you have the support you want in place should you need it in the future.

As you know we're always on hand if you or your children need any support. Please don't hesitate to call us any time.

Best Wishes,

Valutata 5 stelle su 5

Amazing company with all the right…

Amazing company with all the right ethics in place. If you ever need any help and support you are in wonderful hands. Their attention to detail and the way they support families is just a lost art in the industry and i would not hesitate to recommend them.

18 ottobre 2022
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Risposta di Assured Legal Services

Hi Paul,

Thanks for taking the time to write us a review, your feedback is greatly appreciated.

As always, please stay in touch.

Best Wishes,

Valutata 5 stelle su 5

Very friendly

Very friendly, caring and helpful service. Everything explained without feeling rushed into anything I did not fully understand.9th S

9 settembre 2022
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Risposta di Assured Legal Services

Dear Pam,

Thank you for taking the time to write us a review. We're really happy that we've been able to help you and with the right support.

As always you are more than welcome to contact us should you need any further help or support, it's been lovely dealing with you.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

a little help brings great results

there could have not been 2 better agents to have managed my affairs. I was totally lost with some of the questions, but Rhys, and Corey gave there all, to guide me in the right direction. My business is just about completed, but I was invited to call on them at any time in the future if ever the need arises. Thank you both.
Pamela and Colin, Milford Haven

26 settembre 2022
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Risposta di Assured Legal Services

Dear Colin and Pamela,

Thank you for taking the time to write us a review, it's very much appreciated and we're glad that you feel you can contact us any time both now and in the future.

It's been a pleasure working with you and you or the family are more than welcome to contact us should you need any support.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Superb service

I dealt with Forward Thinking Financial recently to get a lasting power of attorney. Having spoken to both Rhys and Corey I was treated with respect and they were sensitive to my needs. I actually wanted some advice about my will too which they were more than happy to explain and at no extra charge. I realise I don’t need to change it now as the previous solicitor I used wanted to charge me just for the appointment. I have no hesitation in recommending Forward Thinking Financial to my friends. Thank you

21 settembre 2022
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Risposta di Assured Legal Services

Dear James,

Thank you for taking the time to write us a review, it's very much appreciated. We're really glad that you've been pleased with our service and happy to help out where we can, especially if it saves you money too.

Please don't hesitate to come back to us should you or the children have any questions or need support.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

what a great experiance dealing with… wow

what a great experiance dealing with such a charming,
kind, understanding young man, Rhys. quite an important thing for me to be setting up a power of attorney, but his approach was very professional
and he had great knowledge and a general manner in
dealing with explaining all I needed to know. I quickly
felt at easy with him, and trusted his approach. i will most certainly recommend any friends to deal with him
and the company. my sincere thanks

8 settembre 2022
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Risposta di Assured Legal Services

Dear Yvonne,

Thank you for writing such a lovely review, I'm glad that your experience was such a pleasant one and that you felt you had the support you wanted.

Should you ever require any help or advice in the future you are more than welcome to call us, even if just for a chat!

Look forward to speaking with you again soon.

Best Wishes,
Rhys, Forward Thinking Financial

Valutata 5 stelle su 5

Although I did not pursue the attorney…

Although I did not pursue the attorney staff I spoke to were very helpful and informative.

22 agosto 2022
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Risposta di Assured Legal Services

Hi Sheila,

Thanks for taking the time to write us a review, we completely understand the circumstances that led to you not obtaining the Lasting Power of Attorney.

We wish you the very best and please don't hesitate to call us if you need any further support.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Great service

Completing a legal document is invariably quite a daunting prospect but the company representative made the process stress-free. The approach was helpful friendly and relaxed but still thorough and professional. I am very happy with and grateful for the service I received.

19 agosto 2022
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Risposta di Assured Legal Services

Dear Elaine,

Thank you for taking the time to write us a review. It's been a pleasure getting to know you better and we're really happy that we've been able to support you throughout the process.

If we can be of any further support please don't hesitate to contact us any time.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Great stress free service.

Forward Thinking Financial have recently guided us through completing our Power of Attorney, This is something we have been putting off for a while as it looked so complicated but with their great assistance and advice it has now been done. Both Rhys and Corey have been very friendly and helpful, any questions that we had were answered. They made the whole process stress free. Thank you both.

16 agosto 2022
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Risposta di Assured Legal Services

Dear Gaynor,

Thank you for taking the time to write us a review, it has been an absolute pleasure dealing with you and Michael. We're glad that you've had the support you wanted and hope we managed to exceed expectations.

As always, if you have any questions or need any further support, you are more than welcome to contact us any time!

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

We had a great experience working with…

We had a great experience working with Corey. He had endless patience in explaining the procedure and the after care has been first class.
We wouldn't hesitate in recommending
Forward Thinking Financial.

8 agosto 2022
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Risposta di Assured Legal Services

Dear Doreen,

Thank you for taking the time to write us a review. We're really happy that you've had such a good experience and have any and all the help you need. We absolutely pride ourselves on ensuring you get the right support when you need it and I'm glad we've met that exception for you too.

Please don't hesitate to call us any time if we can be of any further help.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Power of Attorney Deed

My experience with Forward Thinking is that they were very helpful with advice and nothing was too much trouble. Their one aim is to look after their clients needs and make sure they get the right advice and support needed

4 agosto 2022
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Risposta di Assured Legal Services

Dear Pat,

Thank you for taking the time to write leave us a review, it's been really nice dealing with you over the last few months and I really hope we've helped make the whole process less stressful and take away some of the worry for you.

As you know, if we can help you with anything else, please don't hesitate to contact us any time.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

This company go above and beyond to…

This company go above and beyond to provide an excellent service. Rhys was professional, friendly and knowledgeable and gave us peace of mind.

4 agosto 2022
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Risposta di Assured Legal Services

Dear Pam,

Thank you for taking the time to write us a review. It has been really nice getting to know you and Ally and we're really happy that we've been able to give you peace of mind and hopefully make the process far more straightforward for you all.

Please don't hesitate to call us any time you need support or have any questions.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Very efficient and explained everything…

Very efficient and explained everything well.

3 agosto 2022
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Risposta di Assured Legal Services

Dear Ian,

Thanks for taking the time to write us a review, we really appreciate it. I'm glad that we've been able to help make the process run seamlessly for you.

If you need any further support, please don't hesitate to ask.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Power of Attorney

I found Forward Thinking Financial very professional in the way we were treated and their help in dealing with my brother's Power of Attorney, also the way they insured everything was understood by explained clearly and any clarification needed.

26 luglio 2022
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Risposta di Assured Legal Services

Dear Bill,

Thank you for taking the time to leave us a review, we really appreciate it and we're glad that we've been able to help you and your brother. We're happy that we've been able to play a part in the process and make things easier for you both.

Please don't hesitate to contact us should you need anything at all.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5
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Risposta di Assured Legal Services

Dear Daphne,

Thank you for taking the time to leave us a review, we're really happy that you've had positive experience with us and glad we have been able to help you.

If you need any further support, please don't hesitate to call us any time.

Best Wishes,
Forward Thinking Financial

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