Financial Planning

Investment Advice

Living a comfortable and financially secure life in the future requires smart investment decisions today.

How your wealth is invested will determine whether you have sufficient funds to meet your lifestyle goals tomorrow and down the track.

To do this, you need the right investment strategy that aligns with your risk tolerance, resources, plans, time frames and objectives.

That’s where professional financial advice can help you.

How Fortis provides you with investment advice 

Driven to help you achieve the quality of life you deserve, Fortis Financial Planning equips you with professional guidance and expert investment advice to ensure your investments yield high returns. We also offer you our extensive knowledge if you want to know more about asset classes, types of investments, market movements and risk volatility.

You can be confident knowing that you are not alone in this journey. You can always trust our expert advisers to regularly review your portfolio, help you make necessary changes and improve your financial strategy based on your circumstances. By tailoring the right approach based on your requirements and trajectory, we bring you closer to your ideal financial future.

When providing investment advice, we consider the following:

  • Are you appropriately diversified?
    Diversification is the strategy of investing your money across a range of different investments. These investments may belong to asset classes such as cash, fixed interest, property, Australian shares and International shares. If you would like to learn more about the pro and cons of each asset class, why certain asset classes are more appropriate for different types of investors and why no asset class consistently outperforms the others, talk to us today.
  • Have you made the right investment choice?
    There are many types of investments to choose from. This includes managed funds, direct shares, exchange-traded funds (ETFs) and investment bonds. We can assess your current portfolio and recommend choices that are more aligned with your goals.
  • Can you tolerate the volatility of your investments?
    Many investors become concerned when volatility occurs in global financial markets – particularly with regard to the impact on their superannuation and other investments. It’s important to make sure that you can tolerate the volatility of your investment portfolio, otherwise, you may be tempted to exit your investments during a downturn and make a potential loss. You may also be exiting your investment strategy before it has had a chance to achieve your objectives. We can help you gauge how best to manage risk.

How we work with you

At Fortis Financial Planning, we are extremely knowledgeable when it comes to constructing appropriate investment portfolios, taking into consideration your risk tolerance and goals. 

Having our team by your side means that you have peace of mind when it comes to your wealth. We understand that your investment strategy may need to shift due to life circumstances, economic events or investment-specific concerns. We are by your side to provide expert investment guidance through ongoing service and advice to ensure your investments are reviewed regularly and continue to meet your expectations throughout your life journey.

Why Fortis Financial Planning?

We’re proud to have a strong reputation of helping clients like you make well-informed decisions when it comes to financial investment decisions, through years of experience, passionate expertise and the latest technology.

Fortis Financial Planning collaborates with you to achieve the optimal results based on your goals and needs. When we provide investment advice, you’ll be working with Australian financial specialists who build relationships with you based on mutual respect and understanding. You’ll experience this every time we discuss your needs, and you’ll notice our difference.

With our financial planning services, you’ll discover our unique, personalised and human approach to investment strategy.

Our difference makes all the difference

To fulfil our commitment of delivering personalised financial services, we strive to be financial planners who are always within reach and ready to help. You can rely on us to be a phone call, a newsletter or an email away to answer questions and help you make sound decisions.  

Let’s discuss your investment goals

If you’re looking for reliable Financial Planners who can assist you in managing all of your investment portfolio needs, speak to the team at Fortis today.

Contact us on 02 9267 0108 or fill out the form below.

Free Consultation.

For a free 15 minute consultation – Speak to an accountant today to see how we can help you.

Online Enquiry

Do you want to get in touch now?

Please call us on (02)9267 0108 or simply leave a message below for one of our accountants to call you back.

Reshika Kumar

Administration Officer

With her kind, caring and approachable nature, Reshika never fails to provide a positive, welcoming experience for our clients, assisting them as they walk in our door or call our office. She understands the power of customer service and is always willing to lend a hand.

With her fun and relaxed personality, Reshika is incredibly creative, especially when it comes to finding solutions for evolving challenges, from financial matters to marketing requirements and beyond. Holding a Masters of Business Administration with a major in Marketing and significant experience in the banking industry, Reshika has a unique combination of skills which makes her a real asset to Fortis.

Reshika is motivated to reach new heights, take risks and develop her career by working alongside Bernadette, our Client Administration Manager, and having the opportunity to learn new things such as new platforms and procedures.

Reshika is passionate about fitness and does not miss an opportunity to take advantage of the gym. Despite Reshika’s relaxed personality it all goes out the door when card or board games are involved!