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Fortune Wealth Creation Group

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Opening hours

Monday:

9.00 am - 6.00 pm

Tuesday:

9.00 am - 6.00 pm

Wednesday:

9.00 am - 6.00 pm

Thursday:

9.00 am - 6.00 pm

Friday:

9.00 am - 6.00 pm

Saturday:

Closed

Sunday:

Closed

Public Holidays:

Closed

Service awards

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About us

Rashesh Bhavsar, the founder of Fortune Wealth Creation Group, is a multi-award-winning finance and ...
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Portfolio

Our team

business portfolio Rashesh Bhavsar

Reviews (93)

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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.

10 Sep 2014

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.

verified email - 19 Jul 2014

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.

19 Jul 2014

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.

verified email - 13 Jul 2014

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.

verified email - 17 Aug 2013

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.

verified email - 07 Aug 2013

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.

verified email - 14 May 2013

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.

verified email - 13 May 2013

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.

verified email - 12 May 2013

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.

08 May 2013

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.

verified email - 16 Apr 2013

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.

verified email - 02 Feb 2013

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.

verified email - 19 Jul 2012

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.

19 Mar 2012

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!!!.

verified email - 03 Feb 2012

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

30 Jan 2012

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

verified email - 21 Jan 2012

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

verified email - 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.

verified email - 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.

verified email - 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.