My Fortress - Financial 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.

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

Your financial plan should be reviewed regularly and updated to adapt to your changing circumstances, as well as legislation changes.

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   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.