We work in partnership with Fortuna Financial who are a boutique financial planning firm dedicated to helping their clients make informed decisions about their financial futures.
Working in partnership with Fortuna allows both firms to provide an holistic solution to the insurance and risk requirements of our mutual clients.
Through this partnership we are able to facilitate the following services for our clients;
- Retirement Planning;
- Advice on Self managed Super Funds;
- Wealth Creation and Protection;
- Investment Options including Taxation Strategies;
- Mortgage and Lending Services
We can arrange for Fortuna to contact you or they can be contacted directly for further information by email firstname.lastname@example.org or phone (08) 9476 9999.