investment planning
superannuation & retirement planning
personal insurance
tax planning
budgeting & cash flow
estate planning needs
9.00 am - 5.00 pm
9.00 am - 5.00 pm
9.00 am - 5.00 pm
9.00 am - 5.00 pm
9.00 am - 5.00 pm
Closed
Closed
Closed
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.
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.
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.
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.
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.
Couple of years ago, I was searching for best financial planner in Melbourne who can help me in my superannuation and to help me in claiming my Total & Permanent Disability benefit. I could not go to his office due my injury, I asked him to come to my home in outer Eastern suburb. Without hesitating he came to see me in after hours and spent more than three hours in explaining everything and covered all my questions.
During last two years in claiming my TPD, he was answering my questions promptly. Now I have received my TPD Claim and he is helping me out in withdrawing my money from my super.
On top of that, he did not charge me his professional fee for the time and efforts he put due to my personal financial situation caused by my work injury.
Now Rashesh has become my family financial adviser for my all financial decisions and recommending him from my heart to all my family and friends.
I am a corporate executive and was looking for right financial planner in Melbourne for my needs. I came to know Rashesh couple of years back through our common family doctor. Now we become good friends rather than having professional relationship. His knowledge and professionalism is impressive. Just recently, financial Planner from our bank approached and could not anything after she saw the work of Rashesh. Quite impressive !
Vaishan Vyas
Met with Rashesh five years back. Became good friends and then he became my financial adviser. I knew he is an expert on what he does but when I realised when I became his client couple of years ago. His advice really helped me out. My super is now invested in right way without paying unnecessary high fees and my insurance premiums does not increase every year with my age. Also it is structured from super so it does not affect my cash flow and I also get 15% rebate ever year on premiums I paid from my super. Well structured.
I know Rashesh from last three years. He is always ready to help you out wherever he can. He has helped us a lot. He is now our family adviser for life.
Very satisfied with Rashesh what he explained to us to improve our financial well being. Impressed with his professionalism and care factor. His focus was to build long term relationship rather than short term profit making exercise. If you are serious about your financial future and looking for quality advice, he is the right one.
I am an IT professional and mid 30s, looking for independent financial advice without any product bias and conflict of commissions. I found Rashesh online and tried to contact him when he was overseas on holidays. His partner Darshana replied us from overseas immediately and talked to me.
Once we me met with them after they returned, we are so glad that we waited for a right reason. Rashesh explained everything in detail and made sure we understood clearly before we proceed. He covered all aspects of our financial planning needs and discussed genuine strategies and solutions to make a positive difference in our lives. Highly recommended.
It was absolute amazing experience to understand what we were signing for. I am very sure no one would explain things in such detailed manner, very friendly and understanding people. He was not pushy at all which most expect from insurance persons. I really did not want to run away, instead I was really enjoying and so good to know when someone is doing for passion and just not chasing money for the sake of it which matters to me the most...
As an Electrical Engineer, I was looking for trusted and professional financial adviser for my superannuation and insurance needs. I wanted to make sure that the advice I receive will be free of conflict of interest. I approached Rashesh as he was highly recommended by our two close friends. Rashesh has explained financial planning strategies in depth and made sure that we understood thoroughly. He has not only prepared most appropriate structure for our insurance and superannuation but also gave the best possible solution for our needs.
As a professional Engineer, I was looking for independent financial planner to get right strategies and trusted person for my needs. I met Rashesh 3 years ago and since that time I am impressed with his professionalism and care for my requirements. I highly recommend anyone who is looking for trusted adviser.
Rashesh has sorted my problems in related my superannuation and personal insurance. He explained all the important matters in detail and made me feel confident. I am impressed with his professionalism and care for his clients.
It was a pleasure meeting Rashesh, from day one. Initially I was uncomfortable handing over and discussing my personal financial situation , however after meeting him , he clearly explained the various financial planning strategies and made sure that we understood before we proceeded. I highly encourage anyone interested in learning more about finances to contact Rashesh. Thank you Rashesh for your support.
I was looking to review my super and insurance. As being a CPA, I was looking for an independent financial advice. I have searched through different online sources to find such professional firm who can satisfy my personal future wealth and insurance goals. After working with Rashesh, I personally recommend to use the services of Rashesh and his firm.
Very professional and honest advice suitable to the individual client situation. Being a professional accountant, I can understand what important a professional advice can make to your future. Therefore, must get opinion from Fortune Wealth Creation Group.
We were looking for fee based independent financial planner in Melbourne. We have asked our accountant and he has referred us to Rashesh. He has spent more than three hours in first meeting and explained explained each strategy in detail. Our previous financial planner did not provide any service or personal attention. We are quite happy with what he recommended and very much impressed with professionalism and personal care.
We were looking for an independent financial planner in Melbourne who would direct us in right direction. Rashesh has done a great job in understanding our needs and goals. He has helped us in reducing the fees and costs in superannuation significantly, structured the life insurance in superannuation which will not increase with age and created an appropriate investment strategy.
We are extremely happy with Rashesh's service and professionalism and after every meeting we feel more confident with the path ahead. Genuine advice provided and highly recommended.
Fantastic service catered to my current circumstances. Rashesh went beyond to make sure that I am fully understood the strategies and their benefits. I am quite happy with his level of professionalism and care factor. I highly trust his advice and recommend anyone new to financial planning.
I met with Rashesh from Fortune Wealth Creation Group to discuss review my super and insurance. Rashesh has done excellent job by saving me $66,000 in my super fees and offering better super. He also structured my life insurance cost effective way where my premiums will not increase with my age and funded from my superannuation. Excellent work.
Rashesh has explained me thoroughly and in detail. He helped me to find a better super fund which offers low fees, more investment options and better returns. He structured my life insurance for me and my wife from superannuation so I don't have to pay from my own pocket, my premiums are level premiums so it will not increase with my age and he always responds my queries professionally in time. Highly recommended.
I wanted to review my existing super and insurance from a long time but never found the right time. When I met with Rashesh, he explained in detail about pros and cons of different options. He found the best possible solution for me without costing a fortune. His professionalism and hands on expertise in financial planning are quite impressive.
Is it only super or are investing and mortgages included?
Very knowledgeable and friendly. Detailed insurance options and outlined why there is a lack of insurance in Australia regarding income protection and perminent disability insurance.
Very knowledgeable about invistments in stocks and real estate investments. Really sorted out my finaces.
Very open and honest. Would recomend to anyone.
We were looking for trusted and experienced financial planner in Melbourne to review our superannuation and insurance needs. Our trusted friend recommended Rashesh and spoke highly of him about his work. Rashesh not only found us better super fund but got the best possible outcome for our life, TPD, Trauma and Income Protection insurance. Without compromising our lifestyle, we are well covered. I recommend Fortune Wealth Creation Group to anyone who is looking for trusted financial and insurance advice.
I am a young electrician, looking for good direction to secure my future. Rashesh has discussed throughly in detail what are my needs. He saved me approx. $80,000 in fees in superannuation and structured the insurance in super to help in managing my cash flow. Good work Rashesh.
I was looking for financial advice right in relation to my personal financial matters. Rashesh gave me honest advice and directed me to right direction. No advice taken from him as it is not his specialist area but very happy for his kind support. Thanks Rashesh.
This review covers an awesome session with Rashesh Bhavsar, who put us on the road to having our finances in order.
Rashesh is thorough and patient, spending way more time with us than we expected, helping us see where we could optimize savings. He helped outline our targets and did some broad planning with us - as a consultation! Rashesh is able to prepare you for your future and point you in the right direction to achieve financial goals through professionalism and philanthropy
Rashesh is professional and knowledgeable. He's also very nice. I felt comfortable asking the stupid questions and he answered them thoroughly.
I highly recommend using Rashesh at Fortune Wealth Creation because I know you will feel as confident about your future financial path as I do now!!!.
Sounds interesting, must look into this further.
I am young engineering consultant. I was looking to explore wealth creation strategies for me. I must say, I have been amazed with quality of advice and professionalism of Rashesh. I highly recommend anyone who is looking for genuine and independent financial advice.
Approximate cost: $660