Phone: 02 6884 2222 | E-mail: admin@fortnumdubbo.com.au

Specialised Advice

We understand the challenges and financial complexities you face as a business owner. After all, we too are a small business, proudly servicing the Dubbo community for more than 25 years.

 

As you uphold the responsibilities inbuilt in your business - from working with clients to providing support and opportunities for your staff – it can be difficult to step back and take an overarching view of your entire business as well as the intricacies of how and where your personal and professional finances overlap. That’s where Fortnum Dubbo can help.

Our expertise sits at the intersection of your business and personal finances, as we take a holistic approach to your entire financial wellbeing. We help you to identify and articulate your goals and objectives and use those aspirations to tailor personalised financial plans designed to help you achieve the lifestyle of your choosing at home and work.

We have developed business specialisations including the creation of:

  • Cash flow strategies
  • Asset protection measures
  • Succession planning for your shareholding and that of your partners

You will have ready access to a network of aligned professionals, including legal and accounting specialists and business valuers and brokers, with whom Fortnum Dubbo has enduring and trusted relationships.

Ever mindful that your ability to earn an income is likely one of your greatest assets, we also offer a range of risk management strategies, which may include:

  • Personal Insurances (including income protection insurance, life insurance, trauma insurance and TPD insurance)
  • Business Insurances (including business expenses insurance, key man insurance and buy-sell insurance)

With Fortnum Dubbo, you will enjoy enduring service to accommodate changes in your personal and professional lives.

If you are a business owner seeking tailored financial advice, contact us today on (02) 6884 2222 or email sdunshea@fortnumdubbo.com.au

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.

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