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! As a valued client of Fortune Financial Advice, you have access to a number of services critically important to meeting your Wealth Management objectives. Using the expertise of Fortune Financial Accounting , a CPA Accounting Practice, we can provide a suite of financial advisory, tax and administrative services.
Our services include:
Wealth strategy
Using our own resources as well as those available in the wider marketplace to identify your individual Wealth Management profile including types and structures of investments, exit and entry points as well as the vitally important Asset Allocation which is your investment road map.
Detailed financial advice
Giving you clear, written recommendations and the process through which we will help you to achieve your goals.
Preparation and lodgement
Of the documentation necessary to implement your investment decisions.
Specialist savings strategies
For long term goals such as school tuition or purchasing additional properties.
Banking
Advising you on the best banking structure to minimise fees and arranging set up and management of accounts.
Insurance
Taking a holistic view of your Wealth Management plan and advising you how to protect you from the unexpected loss of expected and relied upon income. We can advise you on the insurance that suits your needs and arrange for the insurance to be placed.
SMSF
Set up of SMSFs including all relevant legal documentation, set up of all the Trusts required as well as detailed investment advice in which to invest, including Property.
Debt reduction and savings strategies
Sometimes our clients need to restructure their finances before they move forward. We can assist with debt restructuring and any other strategies required.
