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Active advice

The wealth strategy we devise at Fortune Financial Advice is based on each individual client’s profile. The factors we consider include:

  • A deep understanding of each client’s lifestyle and wealth goals.
  • Choosing investments for the future, not just what is in growth phase right now
  • Appropriate diversification of investments across classes and types of assets
  • Making sure the asset allocation is correct
  • Create an investment portfolio with the lowest costs for the best result

The only question with wealth is, what to do with it?

John D Rockefeller (American industrialist, philanthropist and founder of the Standard Oil Company)

Our wealth strategy is a comprehensive description which includes asset allocation and strategies such as currency hedging, borrowings through super, investing in a range of assets including property, and derivatives to generate returns.

Just as every client is different, every working relationship with your adviser will also be tailored to what works best for you. Whether it’s receiving information in hard or soft copy format, how often you want to catch up over the phone or in person or even how you would like us to report to you, can all be agreed according to your needs.

success

Contact Fortune Financial Advice

2/828 High Street
East Kew, VIC, 3102

P: (03) 9851 6411
F: (03) 9851 6422
E: rob@ffadvice.com.au

Testimonials

"Rob’s professional manner and insight has always provided us great comfort and confidence in the advice offered."

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Fortune Financial Advice Pty Ltd ACN 141 315 200.

Fortune Financial Advice Pty Ltd as trustee of Fortune Financial Advice Trust ABN 72 992 270 534 is an Authorised Representative No. 349276 and Credit Representative No. 388204 of FYG Planners Pty Ltd, AFSL/ACL No. 224543

FYG Planners Pty Ltd
Australian Financial Services Licensee /Australian Credit Licensee No. 224543
ABN 55 094 972 540

Address: Level 1, 41 Mount Street Burnie TAS 7320
Postal Address: PO Box 389, Burnie TAS 7320