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.

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Our financial planning services include:

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• Retirement planning

• Estate and succession planning 

• Debt management

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​My Fortress - Wealth Protection

 

My Fortress believes it’s imperative to ensure your family's lifestyle is protected in the event of your death, total and permanent disablement, illness, injury or trauma. My Fortress wealth protection is an integral part of your financial plan and we ensure you are provided with the level of insurance to suit your family needs.​

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Our wealth protection services include:

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• Life

• Disability

• Trauma

• Income protection

 

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My Fortress - Investment Strategies

 

At My Fortress our investment advice is tailored around our clients’ individual interest and needs. We advise on a full range of investments including cash, fixed interest, Australian and international shares/equities and property. With a leadership team built on reputation, you can feel confident that you have a highly experienced and trusted team working with you to achieve your financial situation of choice.

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We provide tailored advice in:

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• Managed funds

• Superannuation

• SMSF

• Direct shares

• Gearing