We are known for providing straight forward financial advice that assists wage and salary earners, professionals, business owners, retirees and those transitioning to retirement to confidently make decisions for achieving their financial goals. We understand that the hectic pace of everyday life can sometimes get in the way of making plans that affect your financial position further down the road, so we’re here to help. We deploy a financial planning framework that explores the six key areas of your financial life.
We are experienced and trusted financial advisers with more than two decades of professional tenure, and business relationships that have stood the test of time. Indeed, at Fortnum Dubbo many of our clients are intergenerational – as we’ve served clients for more than twenty years and now advise their adult children. Opening up discussions about how to harness financial freedoms that extend beyond your day to day obligations, sound advice and genuine customer care underpins the success of these relationships.
Twice nominated and a finalist for the prestigious Rhino Awards, we are a strong and successful business.
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.