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.
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.
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.
Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth 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.