Financial Planning

Financial Planning

The Fortis Financial Planning team believes that attentive management of your personal financial situation goes hand in hand with wealth creation. We assist our clients in the identification, prioritisation and achievement of both personal and business-related financial goals by taking on each and every situation differently. We take a close and varied look into our clients’ overarching financial situations and work with clients in developing personalised strategies to help them achieve life goals.

Regardless of whether you find yourself planning for retirement, or simply starting out on your financial journey – Fortis Financial Planning believes that your financial means should not control the way that you live your life now or in the future. We strive to guide clients on their path to financial security, with the overall goal of helping them achieve their personal lifestyle goals and in some cases earlier than they expected.

Please do not hesitate to get in contact with the Fortis Financial Planning team to discuss your current situation, no matter what difficulties you are either facing – or planning to avoid. Our team specialises in the following Financial Planning services:

1. Investments.

2. Insurance.

3. Superannuation and SMSFs.

4. Retirement Planning.

5. Estate Planning.

The Financial Planning Process & Value of Advice

What is financial planning about? What are the benefits from getting advice? What to expect from your first meeting?

A. Financial Planning for Young Professionals

B. Financial Planning for Couples and Families

C. Financial Planning for Pre-Retirees

D. Financial Planning for Retirees

If you would like to speak with the Fortis Financial Planning team today – please give us a call on (02) 9267-0108, or get in touch via email at

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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