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4orward Financial Services
       
 
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4orward Financial Services
 
 
Overview: 

4orward Financial Services was established in 2005 by close friends Andrew Craig and Michael Trajcevski. As two dynamic financial professionals, Andrew and Michael were committed to creating a premium financial services experience focused on a personalised, results driven and integrated approach to accounting, taxation and financial planning. From the outset the partners believed that what successful people (in business or otherwise) really wanted was a “personalised” approach from talented financial professionals who were able to use their commercial experience and technical skill to get results. They were right.

With the firm experiencing incredible growth on the back of word of mouth only, 4orward clients benefit from their personal taxation, business taxation, financial planning and other business issues being covered completely in one relationship. For this reason 4orward clients enjoy confidence in their financial decisions and have become loyal and strong advocates of the firm.

Since 2005 the firm has flourished and is now a successful boutique financial services situated in an easy to reach Southbank location employing a team of young dynamic accountants, tax advisors and financial planning professionals that epitomise Michael and Andrew’s vision of a personalised professional service.
Vision: 

4orward Financial Services is to be recognised as a premium end-to-end impartial financial services practice with a reputation for flawless technical ability and client service excellence. We are vigilant and driven to get the best financial outcomes for our clients.

We can deliver this because we attract the highest calibre of skilled individuals that are passionate on attention to detail and are constantly vigilant on client service excellence. We work as individuals and as a team to achieve excellent outcomes that impress our clients. We also understand our firm has a responsibility to our community and the environment.


 
 
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