Ours is a bespoke financial advice model that is underpinned by a proven planning framework. Comprising the six key considerations for planning your financial affairs – both now and in the future – our approach is one of education and information.
Visuals and modelling tools allow you to see firsthand the various financial outcomes of your financial choices before you make them. Giving due consideration to each of the six parts is important. However, depending upon your stage of life or circumstances, the importance of each part will differ accordingly. For example, those in their thirties may opt for modest wealth generating activities in order to focus on reducing debt; whereas those in their forties and fifties may have debt under control and concentrate on growing their wealth and superannuation reserves as a precursor to retirement. Our planning framework provides structure, applied in accordance with your individual financial objectives.
Our goal is to provide clarity and understanding, and with that, confidence in your financial decision making which can provide the financial security you need but also the financial freedom to enjoy the opportunities and choices you want.Our services include:
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.