Honest and authentic wealth planning with a focus on you.
Replacing financial fear with freedom.
Fortitude Wealth is a boutique financial planning practice located in Perth, Western Australia.
Our mission is to bring freedom for all. We breathe life into the lives of many by significantly improving their financial
wellbeing. We replace slave mindsets with one of freedom and help people live their best life through smart and meaningful decisions with their wealth. We set up clear and achievable plans to achieve financial goals.
We exist to bring freedom for all.
Because our client experience doesn’t fit into any industry boxes, we went ahead and created our own category — Lifestyle Planning.
More than money, life is the beautiful array of the small micro moments we experience daily. Wealth is a result of these moments. We start with the end in mind and take a holistic approach to financial planning.
A plan only works if we stick to it. We create clear and achievable plans. Most importantly, we partner with you for the journey to help you stick to the plan and course correct when needed.
Ray is a CERTIFIED FINANCIAL PLANNER® with over 15 years of experience. He has a passion for helping people of all backgrounds make smart and meaningful decisions with their money. His mission is to make these services accessible to the majority (not just the minority) — to replace the intimidation and fear of wealth management with freedom. He believes that the micro moments of life and financial wellbeing are intrinsically linked and thus takes a holistic approach to financial planning he calls, lifestyle planning.
Fortitude Wealth was birthed to make lifestyle planning services accessible to all. Through streamlining processes, simplifying systems and removing red tape, Ray has made it easier and more affordable for people of all backgrounds to access financial services that previously were unattainable for the majority.
In his spare time Ray enjoys playing guitar, reading a good book and spending time with his wife and three kids.
We’re honest, transparent and uphold the highest integrity. We’re in the business of partnership rather than pretentious selling. We’re open and flexible, and our yes means yes. When we say we’ll do something, we’ll do it.
We genuinely care. We seek your highest good, not because we have to, but because we get to. We are moved by compassion to improve the lives of those entrusted to us.
We seek deep human connection. We want to know you intimately and form strong relationships with you and your sphere. This connection extends to our wider community rather than a select few. We make our services accessible to the majority (not just the minority). Freedom for all.
