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Client experience

Many investors don’t realise that a Financial Adviser is a very different professional from a lawyer or accountant.

Unlike other qualified professionals including the medical profession, a Financial Adviser is not to be relied upon on a transaction by transaction basis, when a problem has arisen or at a particular time of year such as tax time. A Financial Adviser is constantly monitoring the investment markets, the local and global economy, legislative changes, currency fluctuations; in fact any factor that can influence wealth – even natural disasters!

Just as a client’s wealth management is a constant factor in their lives, the relationship between the Financial Adviser and client is ongoing. And unlike being a client of an Industry Fund or a Managed Fund, the advice is tailored only for you – not a cookie cutter plan for you as well as every other member of a particular fund.

As Fortune Financial Advice and Fortune Financial Accounting can provide a wide range of investment, tax and financial services, we have many different kinds of clients.

  • Self employed business people investing in shares and property including their business premises using their SMSF
  • Investors in their 40s and 50s looking to retire with more than enough for their needs
  • Active investors who want more control over their wealth strategy than investing in managed funds
  • Retirees looking to securely maintain their wealth while enjoying an active retirement; and
  • Younger investors looking for wealth strategies that will assist them to achieve lifestyle goals

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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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Copyright © 2021 Fortune Financial Advice. Wordpress Website by The DMA

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 2, 39-41 Alexander Street, Burnie TAS 7320
Postal Address: PO Box 389, Burnie TAS 7320