Fortune Wealth Creation Group

Directions

Financial Planner Melbourne | Life Insurance Melbourne | Financial Planning Melbourne | Life Insurance Australia | Superannuation Specialist Melbourne | Insurance for income

Free Financial Planning Consultation (Valued $660):

I am offering a free financial consultation as I found most people do not see financial planner due to initial consultation costs which is surely not a right way to treat your financial future.

What we cover:

Wealth Creation - How to create sustainable portfolio using tax effective strategies in your superannuation and investments so you will have comfortable income in your retirement.

Wealth Protection - How to provide 100% financial security to your family, does not matter what happens next.

Wealth Management - How to manage and re-balance your portfolio in line with economic environment.

Wealth Distribution - Making sure that your hard earned money goes to right hand once you pass away using various estate planning strategies.

DO NOT MISS this opportunity as this can be a life changing opportunity for your and your family's financial future.

A recent study survey shows that 1 in 2 retirees regret not saving more ! 46% of retirees said they would make extra super contributions, start saving earlier, or save more consistently, according to new research from Investment Trends.

To book a FREE FINANCIAL PLANNING CONSULTATION (Valued $660), contact us on 03 9018 5534 or send an email to info@fortunewealth.com.au 


Reviews of Fortune Wealth Creation Group

  • quong09  Newbie   1 review
    I am a young accounting graduate, I was looking to broaden my options to create wealth and have secure financial future for me and my family. Rashesh from Fortune Wealth Creation Group who is financial planner based in Melbourne has clearly discussed step by step process to achieve my goals. He was very supportive and helpful, I highly recommend anyone who is in early age and looking to build wealth. Thanks Rashesh.
  •  Newbie   1 review
    I was looking for best available options to maximise my current situation. Rashesh listened carefully all my needs and provided me the genuine advice for my situation. I highly recommend some one who is looking for professional financial advice without any product bias or commission. Thank you Fortune Wealth Creation Group and Rashesh for great efforts.
  • mozhgansh  Newbie   1 review
    We would like to express our utmost gratitude to Rashesh for excellent financial job that he has been doing for us so far. His friendly and professional approach towards the tasks assigned to him have been handled with significant professionlism and high quality approach. We have no hesitation in recommeding him to any potential client that may require his expertise in financial and insurance matters.
  •  Newbie   1 review
    Rashesh has gone through in deep to understand our insurance and superannuation needs. He has explained all the options. We are impressed by his technical expertise but what we like the most is his keen desire to provide genuine advice to his clients without any bias.
  •  Newbie   1 review
    It was a pleasant experience with Fortune Wealth Creation Group, an independent financial planning firm based in Melbourne. We were seeking a genuine review on our superannuation and insurance. Rashesh examined our existing financial circumstances and future goals. He offered the best possible solutions for us to protect us against any unexpected financial distress. He not only offered the correct solution but also explained the scenarios so thoroughly that made us take decision comfortably. We highly endorse Fortune Wealth Creation Group for their quality service.

  •  Newbie   1 review
    We were looking for insurance advice as we were taking home loan for our first home. Rashesh came to my place in after hours and spent full time with us to make sure that we understand everything before we proceed. He gave us full comparison with all major insurance providers and how to structure insurance policy. He saved us thousands in insurance premiums as we locked our insurance premiums for life. His follow ups were fantastic and we got our insurance policy in force in a week time. Highly recommended.
  • vpatel  Newbie   1 review
    Genuine financial and insurance advice as well as service at an affordable price.. keep up the good work...
  •  Newbie   1 review
    We got genuine,transparent and excellent service from this firm. They boosted our confidence to achieve our dreams. I would highly recommend to seek their services.
    • vpatel Newbie 
      Genuine financial and insurance advice as well as service at affordable price. Keep up the good work...

      1 year ago

      REPORT
  • By Appointment Only, After Hour Appointments Available.
  • Monday:
    9:00 AM-7:00 PM
  • Tuesday:
    9:00 AM-7:00 PM
  • Wednesday:
    9:00 AM-7:00 PM
  • Thursday:
    9:00 AM-7:00 PM
  • Friday:
    9:00 AM-7:00 PM
  • Saturday:
    9:00 AM-2:00 PM

Visa MasterCard Cheque

Investing

Service Options

Fund Management Investor Events Property Development Retirement Planning Shares Bonds Consulting Annuities Rollovers Asset Management Portfolio Management

Fund Managers: Colonial First State ING BT Asgard IOOF Insurance Providers: CommInsure ING Asteron Zurich AXA AMP Macquarie

© Copyright News Digital Media    •    Privacy Policy     •    Staff Guidelines     •    Terms & Conditions

Feedback Form
Feedback Form