Fortune Wealth Creation Group

5.0
based on 93 reviews

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93 reviews about Fortune Wealth Creation Group

verified email - 18 Jan 2016

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.

30 Dec 2015

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

verified email - 24 Dec 2015

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.

verified email - 24 Dec 2015

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.

verified email - 24 Dec 2015

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.

verified email - 24 Dec 2015

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.

30 Nov 2014

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...

verified email - 30 Nov 2014

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.

10 Nov 2014

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.

verified email - 22 Sep 2014

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.

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