Financial Advice for Paramedics

 
 
 
 

Build financial strength as your career develops

As you become established in your role, regular earnings, shift penalties and overtime can create opportunities to build wealth—but also make financial decisions more complicated.

Forge Wealth Management helps paramedics coordinate four important areas:

  • Cash flow

  • Investments

  • Superannuation

  • Personal insurance

Make your income work harder

We help you build regular commitments around dependable income while directing overtime and penalties towards priorities such as:

  • Building cash reserves

  • Reducing debt

  • Saving for a home

  • Making additional super contributions

  • Establishing an investment portfolio

Invest with a clear strategy

We can help you establish a diversified investment portfolio based on your goals, timeframe and tolerance for risk—inside or outside superannuation.

Protect your earning capacity

Through our approved insurance panel, Forge can consider income-protection options that may provide extended benefit periods beyond some standard arrangements.

We can also review life, trauma and disability insurance, including cover held through superannuation.

Insurance remains subject to eligibility and underwriting.

Navigate superannuation

Salary sacrifice and personal contributions

  • Carry-forward contributions, where eligible

  • Investment options

  • Fees and insurance

  • Beneficiary nominations

  • Balancing investments inside and outside super

 

Start with a confidential conversation

We will discuss your current position, financial priorities and the areas where professional advice may assist.

Book a paramedic financial check in

Forge Wealth Management is not affiliated with or endorsed by NSW Ambulance, NSW Health or any paramedic association or union.