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.

My Fortress - Insurance/Protection


• Life

• Disability

• Trauma

• Income 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.


My Fortress - Investment Strategies


• Managed funds

• Superannuation


• Direct shares

• Gearing


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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   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.