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Fortune Wealth Creation Group

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Opening hours

Monday:

9.00 am - 6.00 pm

Tuesday:

9.00 am - 6.00 pm

Wednesday:

9.00 am - 6.00 pm

Thursday:

9.00 am - 6.00 pm

Friday:

9.00 am - 6.00 pm

Saturday:

Closed

Sunday:

Closed

Public Holidays:

Closed

Service awards

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About us

Rashesh Bhavsar, the founder of Fortune Wealth Creation Group, is a multi-award-winning finance and ...
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Portfolio

Our team

business portfolio Rashesh Bhavsar

Reviews (93)

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verified email - 03 Jul 2019

Mr Bhavsar had been recommended by a friend, and we have been with him over a year and has helped us stabilising and securing our finances. We have now found a sense of comfort knowing that our family is safe in any adverse events, purely based on the recommendations received by our advisor and after us accepting to take his advice. Thank you Rashesh.

03 Jul 2019

Been going to Mr Rashesh from past 2 years and have never regretted. Very knowledgeable and sincere person . My accounts super and insurance were all over the place . But now everything is in order . Thanks to Fortune Wealth Creation Group and specially Mr Rashesh

verified email - 06 Feb 2019

Rashesh has recommended through my cousin. He spoke highly about him. I did not realise the value of good financial planning advice until I met Rashesh. He clearly understood my situation and guided us in the right direction in our best interests. He is very thorough in his field and truly cares about his clients. Highly recommended to anyone who is looking for trusted family financial advisor.

verified email - 30 Aug 2018

I am a Senior IT Professional and got the recommendation of Rashesh through our common friend. I had no idea about Life Insurance and catches around it. Rashesh is very professional and has immense knowledge of financial planning. He helped in saving big bucks for me by his experience and also save guarding my family by providing a 360-degree plan covering all aspects of my life. Anybody in need of genuine financial advice, Rashesh is one call away.

18 Aug 2018

Rashesh was introduced to me through a close friend of mine. Within a couple of meetings he impressed me with his knowledge, strategies, network and most importantly genuine willingness to help achieve my goals. We have already started the journey with a positive note. Very professional and highly recommended!

15 Aug 2018

I am a Senior IT Professional and looking to get genuine financial advice. Rashesh is recommended by our common friend at my work. The whole experience was unique and I could clearly see the difference between Rashes and the of the previous advisors. Rashesh is skilled and cared about his clients. I really liked his advice and continue to have his advice for many more years in the future.

verified email - 28 May 2018

I and my wife are IT Professionals and have been looking for our first home for some time. We had no clue about Australia or its property market.

We were also looking for a trusted financial advisor, who could advise both on our property needs and sort out our finances.

That is when we came across Rashesh's profile which was attractive because of the good reviews on the internet. I must say that the reviews that you read about him are very deserving and valid. Personally, for us, he has been our Guru for all our financial needs. He is truly a genius when it comes to financial planning. We couldn’t have bought our first home without his guidance, that too at each and every step.

He has helped us to sort our finances quickly and easily. The best part is he explains everything in detail and educates you until you are clear about taking the next step. I felt he is very friendly and jovial person, which makes us (as clients) comfortable to share anything and everything. He has been more of a family member and a friend than just being our financial advisor. I would highly recommend him if anyone needs a financial advice of any sort. He is a complete package :)

verified email - 27 Jan 2018

Rashesh is our family friend and we asked him to review our financial planning needs about five years ago. We wanted to have a genuine financial advice without any bias for me and my family. I can confidently say that Rashesh has certainly met our expectations as a trusted family financial adviser.

verified email - 27 Jan 2018

I met Rashesh five years ago to review my superannuation and personal insurance needs. Financial planning concept was new to me that time. He understood our needs and made sure that we take an informed decision. During the last five years, he has constantly reviewed our situation and offered the appropriate advice to get the best possible outcome. Certainly, he has become our trusted family financial adviser for our important financial decisions.

17 Jan 2018

I am writing this review for Rashesh who has helped with my finances. He is very passionate about what he does and been extremely helpful and knowledgeable.
I recommend him to people looking for a Financial Planner and quality advice.
Anup

10 Jan 2018

I am an IT professional and found Rashesh through his good reviews online. We were looking for a trusted financial adviser for our family. He has explained everything in detail and made sure that we understood before we proceed. He came up with solutions which met our requirements. I am very happy with the progress of my investments and overall results. I look forward to a long-term partnership with Rashesh.

06 Jan 2018

I came to Melbourne five years ago. I am a Civil Engineer by occupation. I have just built my first home and I was looking for trusted financial adviser for my personal financial planning needs. Rashesh is my family friend and I approached him for the advice. He has explained everything in detail and saved us significant amount of money by finding most appropriate solutions for our needs. I will recommend him highly to anyone who is looking for genuine financial advice.

17 Jul 2017

Rashesh Bhavsar is well respected in the profession. He has a great deal of knowledge and experience. A pleasure to recommend him.

09 Jul 2017

I met Rasesh 10 years ago but joined his plan and stretagies two hears back, I found amazing service from both Rasesh and Darshana. It is quiet difficult to follow economic trend but Rasesh has vast study in many subjects which helped me to understand to improve and upgrade the way of securing my family and my life style from any ups n downs. I would highly recommend him for his excellent services and skills.

21 Feb 2017

Our family friend spoke highly of Rashesh to see him. We had no idea about how we were tracking our goals. Rashesh explained everything in detail in plain language and came up with the strategies and solutions in line with our needs. Glad we met Rashesh, he is now our family financial adviser.

verified email - 01 Feb 2017

Rashesh is not only a great and knowledgeable financial planner but also a very friendly person. I have recently moved to Melbourne from Singapore. He's helped me to find the right life insurance products to replace my Singapore ones based on my needs and budget. But it is just the 1st step. I will definitely work with Rashesh to manage my investment/superannuation. More importantly, becoming friends rather than just professional relationship.

18 Jan 2017

I have known Rashesh for five years, he was recommended from our common friend. He has been financial adviser for our family and he has done a tremendous job. Unfortunately I have come with bad health and the advice that he gave me for the Trauma cover has helped me and my family tremendously when I needed the most. Well done Rashesh.

verified email - 09 Jan 2017

I have recently migrated to Melbourne and was looking for a fresh start in all ways. I heard about Rashesh online and he has helped me starting financial planning.
I was extremely happy with the amount of time and knowledge they spent with me and explained the process, especially since I am new to the new process.

I recommend anyone who is looking for great advice to get in touch with Rashesh.

verified email - 09 Jan 2017

I am an IT Professional who has recently moved to Melbourne and looking for a wealth and investment planner.
I found Rashesh's reviews online and found them to be exactly what i was looking for.
Rashesh was extremely co-operative and very genuine. He and his wife Darshana have been very professional in their approach and devoted their time in explaining and outlined a detail financial plan for us to secure a good future.
His knowledge on the Australian financial market is immense and rich .
I would recommend Rashesh to all who want to start their path in investment planning.

verified email - 23 Nov 2016

I met Rashesh three years ago. I am a young Air Hostess, I had no idea about investing into Share market. Rashesh understood my goals and advised a regular investment plan with conservative approach. Since then, I was overseas for my work. Rashesh has been fantastic on all my communications. After three years, I am meeting Rashesh to review my investments and it's good to know that it is doing well.

The whole journey was smooth, stress free and it's good to know that my money is in good hands.

19 Nov 2016

I am a Business Development Manager. I have a very little idea about financial planning. I had two super funds and paying very high fees with average performance. I had very little insurance to give financial security I wanted for me and my family.

In initial meeting, Rashesh explained full financial planning process and strategies in detail. He structured the advice purely based on my needs and goals and I am very happy with what he advised. In nutshell, money saved, friendship gained. Highly recommend Rashesh for his services.

verified email - 15 Nov 2016

I am a professional working in council looking for genuine financial advice for my insurance needs. I found Rashesh through online and read his positive reviews. In our first initial consultation, he spent almost three hours of his time to explain everything in detail in plain English. His service is of very high standard and his recommendations are in depth to my needs. Now I know why he gets so many positive reviews after getting personal experience. I highly encourage you to see him if you are serious about getting a good financial advice.

18 Oct 2016

I met Rashesh two years back through our common family friend. As a young married couple, I did not know much about financial planning. He explained me everything in detail and made sure that I understood everything before I proceed. Not only that, he saved me on paying unnecessary fees in my superannuation which am not aware of. He manages my investments in super and it is performing much better than industry average. What I like best about Rashesh apart from his professionalism and expert knowledge is his genuine care about his clients. I have no hesitation to recommend him to any person or family who is looking for genuine financial advice.

verified email - 30 Sep 2016

As a dentist, I was referred by a fellow colleague to see Rashesh for financial advice. He explained in detail about insurance protection and investments into shares and diversified investments. He set me a regular investment plan to achieve long-term goals. He has been very informative and met my expectations in terms of service and knowledge. I look forward to building a great relationship with him.

verified email - 25 Aug 2016

I met with Rashesh 4 years ago for my super and retirement planning. As a pre-retiree, it's very important for me to find an suitable adviser who understands my goals with special attention. After being a client of Rashesh, I can confidently say that he has been an excellent adviser and wonderful person to deal with. Now I am fully retired, he is preparing the strategies for next stage of my life. Rashesh is highly trustworthy and very experienced in what he does.

verified email - 24 Aug 2016

My first experiences with Rashesh and Fortune Wealth Creation Group have been great. Things have been explained to me that I never previously understood. I feel that things have been well explained and that at last my financial situation now seems to be in some proper order. I had always left my super alone and hoped that my life insurance was in order. I have been shown there are many better options out there. I would recommend a quick meeting with Rashesh to see what his company can offer for you.

verified email - 23 Feb 2016

I am an existing client of Rashesh. I met with him about year and half ago through our common friend. I wanted to review my existing insurance as our personal situation has changed. We wanted to cancel some of our existing insurances due to our personal decision but Rashesh explained in detail about its consequences. He provided solution which is suitable to our needs and our budget without compromising any benefits. I am quite happy with professionalism and care factor.

verified email - 03 Feb 2016

I am an IT professional, was looking to review my superannuation and personal insurance. I found Rashesh online based on his positive feedbacks. I am happy with his service and advice. He helped to save large amount of fees in my super and structured my personal insurance in appropriate structure so my premiums will not increase with my age and most of my premiums will be paid from my super. In addition, I'll also get 15% rebate every year on premiums paid from my super benefit. Most importantly, he explained to me everything in detail before I proceeded.

verified email - 22 Jan 2016

No issues with Rashesh since we started last year. Very professional and he made sure before I understood everything before I proceed. His focus on building long term relationship and genuine advice.

19 Jan 2016

I met Rashesh couple of years ago through our common friend. I was looking to review my super and insurance needs. Rashesh explained me everything in detail and structured my insurance with level premiums so it will not increase with my age. Also most of my premiums will be paid from super in which I will also get 15% rebate every year. He also saved me good amount of fees I was paying unnecessarily in my previous super. His focus on providing genuine advice and long term relationship.