Fortune Wealth Creation Group

5.0
based on 93 reviews

Customer Approved
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service a priority”

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93 reviews about Fortune Wealth Creation Group

verified email - 17 Dec 2022

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

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

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

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

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

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

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

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

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

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.

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