Honest and authentic wealth planning with a focus on you.
Replacing financial fear with freedom.
Take the next step in your life journey. We’ll create a personalised plan to help you live your best life. It’s honest, authentic financial planning with a focus on you. Real people, real needs, real advice. We know money management can be an intimidating place — and we’ve replaced that fear with freedom.
Break free. Let truth be revealed. And breathe.
Welcome to Fortitude Wealth.
We’ll carefully handcraft a plan to help you live your best life — through smart and meaningful decisions that positively grow your wealth.
Navigate the complexities of investment markets and build a portfolio that will stand the test of time.
Manage debt levels and accelerate debt reduction.
Protect your wealth through the correct structuring of Life, Total and Permanent Disability, Trauma and Income Protection insurances.
Optimise your super and contribution strategies to build wealth in a tax effective way. Invest according to your needs and tolerance. GESB planning.
Pre and post retirement strategies. Consideration of retirement income streams. Age pension optimisation.
Protect your family wealth by planning ahead for the future. Avoid unexpected complications.
“Ray had a professional approach to his advice in regards to our financial planning needs especially in the area of insurance. He was very diligent to get to know our needs that led to a plan on the insurance cover which suited us the best. Therefore, it left us very assured that we are fully covered if our family circumstances change overnight.” – TL
