Build and protect your future with My Fortress.

Wealth Management for the Future

 

My Fortress is an Australian wealth management company working with over 3000 members to provide expert financial advice, manage their wealth and secure lifestyles regardless of their financial situation or life stage.

 

As one of Australia’s premier wealth management providers, our team of more than 50 employees treat our relationship with you as a partnership. We involve you in the planning process from the beginning, so together we can build a long-term commitment to achieve your lifestyle of choice. 

 

Our support includes personalised year-round investment strategies, a focus on continuing education and reviews, compliance and ongoing financial plans that create, grow and protect your wealth.

 

 

My Fortress = Your Fortress

 

My Fortress provides a comprehensive range of services to assist our clients in creating, protecting and growing their wealth. 

We only advise on the services that we believe in and believe is right for you.

 

 

 

My Fortress - Financial Planning

Wealth creation
Debt management
Estate planning
Taxation planning
Succession planning
Retirement planning

Our financial planning reviews your current situation and establishes your future financial goals. Financial plans are designed to help you meet your goals and often include proposed budgets, investments, wealth protection and wealth creation strategies. My Fortress partner with you to create plans to suit your priorities, goals and risk profile. 

 

My Fortress, we know that one twenty-year plan that is continually monitored is better than twenty-one-year plans. Your financial plan should be reviewed regularly and updated to adapt to your changing circumstances, as well as legislation changes.

 
OVER
Members
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Employees
Commitment

Grow your wealth and protect your future with expert advice and education.

Email – [email protected]

Phone number – (07) 4771 3800

Send Us a Message
 

   ABN 24 625 884 988       AFS Licence 508806

Registered office at 62 Charters Towers Road, Hermit Park, Queensland 4812

The information published on this website is general in nature only. In preparing any advice in this My Fortress Pty Ltd (ACN 625 884 988) has not taken into account any particular persons’ objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.

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