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Forbes Fava Saville merger realises early benefits – exciting growth opportunities ahead

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MELBOURNE, Australia - eTradeWire -- The merger of Forbes Fava Financial Planning and Finanalyze Financial Planning in December 2023 has been completed, systems/processes integrated and the new financial planning organisation is realising many benefits said Senior Financial Planner and CEO Cameron Forbes.

Commenting further Forbes said benefits have been immediate with a higher profile/marketing presence as well as increased productivity and business, growth and alliance opportunities.

The group has been rebranded Forbes Fava Saville and will operate from two offices

Craig Saville, will continue with the firm as a senior planner, said "Clients of the new practice have been the first to benefit with access to a broader team of financial advice professionals and services".

Forbes added, "Our commitment to a boutique personalised approach to professional financial advice, service and support delivered a local level has been strengthened and have a presence in Geelong and Melbourne."

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Forbes said the merger has been the catalyst for alliance and succession planning enquiries and opportunities.

"This is understandable considering the ongoing industry changes and the benefits of Forbes Fava Saville Financial Planning's industry knowledge, structure, administrative framework, flexibility and scale", said Senior Financial Planner Michael Fava, who merged his operation with the organisation back in 2021.

However, a key commitment of Forbes Fava Saville is to manage growth carefully in order to continue being an intimate organisation that delivers personalised professional financial advice, service and support on a personal and local level.

"We are not obsessed with growth for growths sake!" affirmed Forbes.

Forbes, Fava and Saville confirmed that the depth and wealth of knowledge, experience and expertise contained within the planning team will be utilised to support and mentor new members that join the group as financial advisers.

Looking to the future, Forbes is adamant that the need for growth via alliances and recruitment of financial planners is an imperative in order to have scale and associated resources for technological advances, administrative processes, compliance and training programs.

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JVs and alliances with advisory businesses is a key area for Forbes Fava Saville and Forbes is confident that the higher profile will attract these in the future.

"I believe partnering via JVs or alliances with accountants, legal firms, finance providers and financial planning practices will be a growth opportunity with benefits in a more comprehensive range of client services", said Forbes.

Looking to the future, Cameron Forbes is confident the Forbes Fava Saville growth trajectory will be positive with the group and its network of financial planning practitioners going from strength to strength on the growing demand for professional financial advice, services and support.

Issued by Forbes Fava Saville Financial Planning

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Source: Forbes Fava Saville Financial Planning
Filed Under: Financial

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