Fortune Wealth Creation Group

5.0
based on 56 reviews

Customer Approved
“We make customer
service a priority”

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56 reviews about Fortune Wealth Creation Group

20 Dec 2011

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.

19 Sep 2011

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.

13 Jun 2011

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.

23 Feb 2011

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.

02 Feb 2011

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

16 Jan 2011

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

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