Services Clients Virtually
Head office location: Level 13/200 Queen Street, Melbourne VIC 3000
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.
Excellent service..We were looking for superannuation and insurance advice to minimise tax and protect our family. Our adviser has gone through different financial strategies in detail and prepared the comprehensive financial plan for us. Now we have a peace of mind that our financial future is secure. Highly Recommended.
Approximate cost: $Nil
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.
Approximate cost: $Free of cost
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