Our Advisers

Callum Forbes

AFA, MSc (Hons), GradDipBusStuds, CFPCM

Callum joined the financial planning industry in 1992 and NZFP in 1996. Since then he has been helping many New Zealanders to achieve their financial goals and life style aspirations.

As an authority on financial planning, Callum adds value to peoples' well-being through a clear financial "game plan" that is backed up with sound financial and investment advice.

Callum says "I work best with self-made people (employed professionals, the self-employed and small to medium sized business owners) who value their own time and who want financial peace of mind."

What a clear "financial game plan" does is to help ensure that you have enough money to live comfortably at whatever stage of life you are at. It provides direction and clarity in both good times and in times of uncertainty."

Callum lives with his partner and their daughter on a rural property near Upper Hutt, where they fatten cattle and run horses. He is active in his local community, teaching martial arts and self-defence. He also has an active interest in health and fitness, astronomy, horse riding and medieval-style jousting on horseback.

"I help many New Zealanders to achieve their financial goals and life style aspirations."


Talk to Callum Forbes

Phone:04 499 2177
Freephone:0508 555 445
Fax:04 499 1158
PhysicalLevel 7
11 Chews Lane
PostalPO Box 2294
Wellington 6140

Callum Forbes on Social Media

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