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Fortune Wealth Creation Group

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Business details

Services

investment planning

superannuation & retirement planning

personal insurance

tax planning

budgeting & cash flow

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Opening hours

Monday:

9.00 am - 5.00 pm

Tuesday:

9.00 am - 5.00 pm

Wednesday:

9.00 am - 5.00 pm

Thursday:

9.00 am - 5.00 pm

Friday:

9.00 am - 5.00 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 (98)

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verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I wanted to take a moment to express my heartfelt gratitude for the incredible support and guidance you've provided us over the past 13 years. Your expertise and dedication have been invaluable in ensuring our financial security and helping us achieve our goals. From setting up our superannuation to carefully selecting investments and navigating the world of insurance, your thoughtful advice has made a significant impact on our lives. And now, thank you very much for helping us in getting into property investment. Your professionalism, combined with your personal touch, has made this journey not only financially successful but also incredibly enjoyable. We are truly fortunate to have you in our corner, and we are confident that your continued guidance will lead us to even greater heights.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We were searching for a financial planner who could guide us in the right direction, and Rashesh has exceeded our expectations. He took the time to thoroughly understand our needs and goals, providing tailored advice that aligns perfectly with our aspirations.

We are extremely pleased with Rashesh's service and professionalism. After every meeting, we leave feeling more confident about the path ahead. His advice is not only genuine but also insightful. We highly recommend Rashesh and his firm, Fortune Wealth Creation Group, for anyone seeking reliable and trustworthy financial guidance.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Over the past 11 years, we have been fortunate to receive incredible support and guidance from Rashesh, his wife Darshana, and their firm, Fortune Wealth Creation Group, that has truly transformed our financial journey. Their expertise and unwavering dedication have been instrumental in securing our financial future and helping us achieve our goals.

From setting up our superannuation to carefully selecting investments and navigating the complexities of insurance, Rashesh’s thoughtful advice, combined with Darshana’s support, has profoundly impacted our lives. Most recently, their assistance in venturing into property investments has been invaluable.

Rashesh’s professionalism, coupled with the genuine personal touch that both he and Darshana bring, has made this journey not only financially rewarding but also truly enjoyable. We feel incredibly fortunate to have them by our side and are confident that their continued guidance will lead us to even greater success. We highly recommend Rashesh and his firm Fortune Wealth Creation Group to anyone seeking expert financial advice with a personal touch.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I first connected with Rashesh over a decade ago when he helped us lay the foundation for our financial planning. Since then, we’ve partnered with him on numerous investments and projects, each one reinforcing the trust and value he brings. Over the years, Rashesh has become more than just a financial adviser, he’s a trusted mentor and a family friend.

What sets Rashesh apart is his holistic approach to financial planning and his ability to craft strategies that foster both financial and social growth. His passion, intellect, and unwavering commitment to his clients’ success make him truly exceptional.

After all this time, I can confidently say that he is the most dedicated and insightful financial advisor I’ve ever worked with. I wholeheartedly recommend his services to anyone seeking expert guidance and a genuine partner in their financial journey.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We cannot thank Rashesh and Fortune Wealth Creation Group enough for their exceptional support and guidance. Rashesh’s vast knowledge and ability to communicate complex ideas with clarity have been invaluable in helping us navigate our financial journey.
What truly impressed us was his sincerity, professionalism, and unwavering commitment to ethical practices. He genuinely cares about his clients and goes above and beyond to ensure their needs are met with the utmost dedication and care.

If you’re looking for someone who offers expert financial advice and a trusted, long-term relationship, we wholeheartedly recommend Rashesh and Fortune Wealth Creation Group. His support has been a game-changer for us, and we are confident it will also be for others.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

As young professionals, my wife and I were searching for a trusted financial adviser who could guide us on the right path toward achieving our goals. When a colleague highly recommended Rashesh and his firm, Fortune Wealth Creation Group, we decided to meet him and it has turned out to be one of the best decisions we’ve ever made.

From the beginning, Rashesh took the time to understand our financial needs and long-term aspirations deeply. He crafted a customised approach that felt perfectly aligned with what we were striving for. Over the past year and a half, we’ve witnessed incredible progress in our financial position, something we could not have achieved without his expertise and guidance.

What truly sets Rashesh and his wife, Darshana, apart is their exceptional professionalism and a genuine, personal touch. They have made what could have been an overwhelming process feel manageable and truly enjoyable. Their care and commitment shine through in every interaction.

We are deeply grateful for their support and are excited to continue this fulfilling journey with them. If you’re looking for someone with your best interests at heart, we can’t recommend Rashesh and Fortune Wealth Creation Group highly enough.

verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We wholeheartedly endorse Rashesh and Fortune Wealth Creation Group, and words cannot adequately convey our appreciation. His knowledge and clear communication have been invaluable to us. Rashesh impressed us with his sincerity, professionalism, and high ethical standards. His dedication to taking care of his clientele is truly admirable

verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I first met Rashesh in 2019 when he assisted us in establishing our financial foundation. Over the past years, we've engaged in numerous investments and projects together. Today, he remains my primary resource for all things related to money, evolving into not only a trusted advisor but also a family friend. Rashesh's holistic approach and strategic financial planning have contributed significantly to our social and financial growth. He stands out as the most passionate and intellectually adept financial advisor I've encountered. I wholeheartedly recommend his services

verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

For the last decade, my husband and I have relied on Rashesh's services, consistently finding him to be sincere, trustworthy, and knowledgeable. Right from the start, our interests felt prioritized, and I am confident that he will continue to offer us sound advice and guidance. I highly recommend Rashesh and his company, Fortune Wealth Creation Group.

verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We met Rashesh many years ago and found him to be very professional and knowledgeable. We met recently again and were once again very pleased with him. He's very helpful, polite and knowledgeable and gives advice based on one's personal situation and needs. Looking forward to a long term financial relationship with him.

verified email - 09 Jan 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I was introduced to Rashesh back in 2012 when he helped us with setting up our foundation for financial planning. Since then we've done several investments and projects with him. A decade later, he's not only still my go to person for money related matters but a family friend and trusted advisor too. His holistic approach and strategic financial planning has helped us grow both socially and financially. He is by far the most passionate and intellectual financial advisor I have met. I couldn't recommend his services enough.

Hi, Shweta thank you for the amazing feedback! Can't believe it's been a decade since we are together. Looking forward to creating many beautiful memories ahead!

verified email - 26 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Our journey with Rashesh, who has served as our advisor for the past few years, has been incredible. Rashesh and his team are specialists who are well-versed in all subjects that affect financial security. I like best frequent check-ins, the drive to innovate, and the constant search for new opportunities. We need someone who genuinely cares about handling our future well-being in this volatile economy. I'm happy to be a part of the Fortune Wealth Family and have met a trusted family advisor.

verified email - 26 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Our advisor for years, Rashesh, has always been top-notch. He has always struck me as knowledgeable and professional. He always explains things in plain English and has helped me keep pace with my financial plans. We have made meaningful progress in achieving our financial goals. He is not just our family's financial advisor but also a reliable friend who we can call at odd hours.

He is trustworthy, and I believe my financial future is in good hands. He genuinely cares about giving his clients the greatest counsel, and we completely trust him as a part of our family.

verified email - 20 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We cannot express how highly we endorse Rashesh and Fortune Wealth Creation Group. We are incredibly appreciative of his knowledge and clear communication. Rashesh impressed us with his sincerity, professionalism, and high ethical standards. His dedication to taking care of his clientele is very admirable.

Thank you so much, Palak, for your beautiful words. A strategic plan and clear communication are key elements of successful financial planning. All the very best for your new venture :)

verified email - 20 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh has been fantastic to work with. In addition to being knowledgeable and good at what he does, he is authentic and genuinely interested in his clients. We met Rashesh same time last year, and he did an excellent job of understanding our life priorities and investment goals. We have seen a clear difference and positive outcome in our life. We now feel much more confident about our future. Sure Rashesh is our trusted family adviser and friend for life. 

Thanks so much for your thoughtful and kind comments, Vasuki. We love working with you :)

verified email - 17 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We recently moved to Australia three years ago. We were looking for a reliable financial planner in Melbourne, and we discovered Rashesh through his positive reviews. After meeting with Rashesh, we found him to be really helpful and highly knowledgeable. Rashesh spent plenty of time helping us understand our priorities in life and financial goals. We have made meaningful progress in our investment journey in the last year and have a clear direction for the future.

I highly recommend Rashesh and Fortune Wealth Creation Group to those seeking to make a meaningful change in their situation. He is honest, trustworthy, and a pleasure to deal with.

Thanks very much for the outstanding review, Megha. It's a pleasure working with you :)

verified email - 16 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I am a Senior IT professional and have been a client of Rashesh and Fortune Wealth Creation Group for the last eight years. Rashesh was introduced by my accountant, who spoke highly about him. We were a young IT couple that time when we took his advice. Since then, he has been looking after all our financial planning affairs and ensuring we are on track with our life goals. After so many years of being his client, I can confidently say that he truly puts his heart into what he does.

We found him and his wife, Darshana, to be genuine, professional, and trustworthy, which is hard to find nowadays.

Thanks, Chetan. It's amazing to have you as our valued client and our friend.

verified email - 23 Nov 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I have been a client of Rashesh for the last 6 years. Rashesh's advice, support, and understanding of my personal needs have led to some great outcomes, making me more confident about my future. What I love the most about him and his wife Darshana, is that they put my best interests first and always felt that genuine care factor. Recently I had an issue with an insurance provider, Rashesh and Darshana went through the extra mile, took my side, and got the best outcome for me. I would not hesitate to recommend Fortune Wealth Creation Group to anyone who is looking to have genuine advice and a long-lasting relationship.

Thank you, Chris, for your fantastic feedback. It means a lot to us. It inspires and motivates us to keep doing good work. We do our best to protect our clients' interests.

verified email - 11 Dec 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh has been our adviser for years and has always been excellent. I have always found him to be professional and a wealth of knowledge. He has helped me to stay on track for my personal financial planning and always clearly explains things in easy to understand language. He is not only our family advisor for finance but also a trusted friend that we can call him at late in the night.

He is honest and I feel confident my financial future is being taken care of. He truly cares about providing the best advice for his clients and we trust him fully as a personal family member.

verified email - 11 Dec 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We found Rashesh five years ago and since then our journey has been simply amazing. Rashesh has not only helped us in understanding our personal finance but has also guided us with a clear roadmap about how to achieve our financial goals.

Rashesh has helped us make some key decisions that we would not have had the confidence to do on our own. He is not only our family financial advisor but also a close friend. I can’t recommend highly enough Rashesh and his firm Fortune Wealth Creation Group to anyone who is looking for a genuine financial advisor who is not only deeply knowledgeable and highly trustworthy but also treats you and looks after you as a family member.

verified email - 20 Nov 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I have been working with Rashesh and his firm Fortune Wealth Creation Group since 2012 and then never looked anywhere else. Rashesh was recommended to us by our mutual friend and after our first meeting, he is the one I go for any financial advice.

Rashesh works really hard and provides genuine and honest advice. We are really happy that we have met him early in our career and are growing together.

verified email - 20 Nov 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Such a journey!! Goes back to 2012 and going amazing today.
Rashesh and Darshana are such people living by " Rising by lifting others". The best thing is being friends rather than clients. The hard work they put into the work and give genuine benefits to all of us. Love how they go above and beyond! Highly recommend Rashesh and Fortune Wealth Creation Group to anyone who is looking for trusted financial advice and genuine care.

09 Jan 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh has been an incredible find for us. He has been our financial advisory go-to for the last 5 years and still going strong. He explains things well and helps improve our financial literacy. As a result, the direction of the financial decisions are based on logic, practicality and reality. His incredible knowledge driven by his passion for research has made many decisions easy for us and has provided great return and reward.

He also looks to improve personal relationships to understand the clients motivators, their goals and aspirations. Both him and his wife, Darshana, are wonderful people, and it has been wonderful getting to know them professionally and personally.

verified email - 22 Nov 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We’ve are working with Rashesh for over five years now and haven’t looked back. Rashesh and the team have always been friendly, knowledgeable and we have seen positive results from his sound advice from day one. We highly recommend Fortune Wealth Creation Group to anyone looking for genuine financial advice.

verified email - 22 Nov 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I came to know Rashesh through our common friends about five years ago. They spoke highly about him. We were new to Australia and we're looking for a trusted financial advisor for my family. We wanted to understand the concept of financial planning and create the right financial plan to protect my family and create a long term wealth. Rashesh not only made genuine efforts to identify our needs but also made sure that we understood everything before we proceed. After five years working with him, I can say confidently that Rashesh looks after his clients with genuine care and professionalism. I highly recommend Rashesh and his financial advisory firm Fortune Wealth Creation Group to families who are looking to get the right financial advice.

21 Nov 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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 ,Highly Recommended.

19 Oct 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

A truly professional Financial Planner in our great city of Melbourne. Looking forward to working with you into the Future Rashesh!

17 Oct 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Recently my husband and I were fumbling with financial management given the half way mark in our professional careers with lots to reflect on but also recognising the need to plan our future for a level of financial stability and savvy investments. We approached Rasheshbhai with our conundrum and he provided valuable time and strategic advice second best to none. It opened so many thinking avenues for us as well understand how well fortune wealth group is positioned from a delivery and results perspective. They say most experts make the real complex seem very simple... our experience was exactly that ... but do acknowledge the dexterity and depth in our interaction with Rasheshbhai! We surely recommend him and Fortune Wealth group to anyone who requires savvy financial advise and investment planning services as one of most productive and grounded professional in Victoria. Thank you for everything you have done for us. - Shrey and Meghna

Thank you very much Meghna and Shreyas for your warm words. They mean a lot to me. I am glad I was able to help you.

verified email - 04 Oct 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

When some stars align, great connections happen and such is the feeling when we were introduced to Rashesh. He is very knowledgeable and approachable. He has provided prompt and best advice in the given situations. He understood our goals and put a couple of plans in front of us to choose from. Rashesh, we can always count on you and your advice! And I'm grateful, he is now grown into a mentor role to teach how to control my finances.

Thank you so much Dixit bhai for your kind words. It really means a lot to me.

verified email - 22 Sep 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh Bhavsar provided me with fantastic financial coaching. He addressed different questions I had about my finances and provided additional guidance and support. I am very grateful for the help and highly recommend Fortune Wealth Creation Group services.