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.
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.
Free Comprehensive Financial Planning Consultation (Valued over $660)
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