Phone: 02 6884 2222 | E-mail: admindubbo@fortnum.com.au

YOUNG FAMILIES

Your career and family are growing along with your financial obligations. You need to protect your income and lifestyle now, but wouldn't it be nice to have something put away for tomorrow? Financial planning isn't just for older or wealthier people, it's for you too.

SMALL BUSINESS OWNERS

In business, your personal and professional finances regularly overlap. From risk management, through to succession planning, we give you the confidence you'll need to make informed choices for your finances at home and at work.

RETIREES

When transitioning to retirement, it's all about creating income streams that will allow you to live the retirement of your choosing. Whether your income is derived from investments or a reverse mortgage, careful consideration and advice specific to your circumstances is what you'll need.

Introducing Sandy Dunshea

Sandy Dunshea is known for his "can do" attitude and his remarkable rigour for offering strategic advice towards achieving financial goals and objectives. Read more.

 

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WELCOME

At Fortnum Dubbo our approach is outcomes-based. We are known for providing financial mentoring and advice for wage and salary earners, professionals, business owners, retirees and those transitioning to retirement. Using a proven financial planning framework, we explore the six key areas of your financial life.

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PLANNING FRAMEWORK

We listen and learn about you and your family to create financial planning solutions that are specific to your needs and circumstances. We clarify your financial position using a six part financial planning framework that includes modelling that indicates the likely outcome of your financial decisions before you make them.

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ONE HOUR YOUR WAY

This 60 minute discussion is all about you and your financial situation. It's your opportunity to ask questions about pressing financial matters and to learn about your financial options. You may even wish to bring your accountant.

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Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

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