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
I was looking to explore options to secure my financial future. I met with Rashesh who is financial planner in Melbourne for initial consultation. He explained to me all options in detail with impartial advice and he certainly added value to my current situation.
Approximate cost: $Nil
I am a young accounting graduate, I was looking to broaden my options to create wealth and have secure financial future for me and my family. Rashesh from Fortune Wealth Creation Group who is financial planner based in Melbourne has clearly discussed step by step process to achieve my goals. He was very supportive and helpful, I highly recommend anyone who is in early age and looking to build wealth. Thanks Rashesh.
Approximate cost: $660
I was looking for best available options to maximise my current situation. Rashesh listend carefully all my needs and provided me the genuine advice for my situation. I highly recommend some one who is looking for professional financial advice without any product bias or commission. Thank you Fortune Wealth Creation Group and Rashesh for great efforts.
We would like to express our utmost gratitude to Rashesh for excellent financial job that he has been doing for us so far. His friendly and professional approach towards the tasks assigned to him have been handled with significant professionlism and high quality approach. We have no hesitation in recommeding him to any potential client that may require his expertise in financial and insurance matters.
Rashesh has gone through in deep to understand our insurance and superannuation needs. He has explained all the options. We are impressed by his technical expertise but what we like the most is his keen desire to provide genuine advice to his clients without any bias.
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