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

Overview

With over 25 years of experience providing financial advice, our comprehensive range of financial services are helping business owners, professionals and individuals in the Dubbo community and beyond to create, manage and protect wealth, at every stage of life. Our planning framework comprises six key considerations for planning your financial affairs – both now and in the future.

 

Below is an overview of the financial services we offer.

  • Cash flow & savings
  • Insurance – personal protection
  • Investments – wealth accumulation, shares, negative gearing
  • Retirement planning & income streams
  • Pension & allowance maximisation
  • Superannuation & SMSF
  • Estate planning – wills, trusts & power of attorney
  • Debt management
  • Capital gains & losses
  • Redundancy advice
  • Salary packaging & salary sacrificing

Fortnum Dubbo offers regular reviews to help preserve and maintain your financial plan in step with developments in your personal or business life. Think of Fortnum Dubbo as your central financial coordinator, bringing together the expertise of aligned professionals on your behalf.

We collaborate with your team of professionals or we can introduce you to a trusted network of lawyers, accountants, valuers and lenders to deliver a truly integrated plan that considers your entire financial life.

To find out more please call Fortnum Dubbo on 02 6884 2222.

Resources

For more information, please click on the links to download brochures:

Aged Care Aged Care (1104 KB)

Business Risk Business Risk (1563 KB)

Estate Planning Estate Planning (1334 KB)

Insurance Insurance (1811 KB)

New World of Financial Life New World of Financial Life (734 KB)

SMSF SMSF (343 KB)

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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