Our comprehensive financial planning services ensures our clients have the peace-of-mind of controlling their current financial position and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom.
We have a thorough understanding of Residential Aged Care, Centrelink, DVA, Department of Human Services, and Tax. We can guide you and your family through the process and prepare forms correctly to ensure you receive what you are entitled to.
We help you make sense of your current financial situation, guide you in setting achievable goals, develop strategies to maximise your opportunities. We recognize that not all families look the same nor do they have the same needs. Our philosophy is …..….
Fortress Private Wealth is dedicated to realising the Financial Freedom of their clients. Backed by 30 years experience in financial markets and 10 years in financial planning, we have the know-how to help our clients make informed financial decisions, allowing them to focus on pursuing their dreams.