Maintaining independence and strength
In 2020 two reputable and highly experienced firms - Munro Financial and Sentry Financial -merged to become Fortitude Financial. With a solid name to reflect our robust knowledge and commitment, Fortitude speaks to the focused confidence we’ve always shown, as we’ve independently guided our New Zealand wide client base to achieve their financial goals.
Watch our merger video here
Personalised service with impartial advice
At Fortitude Financial, we don’t put a price tag on personal service. We’re big enough to bring a serious amount of capability, skill and experience to the table - yet still small and nimble enough that you can access our experienced senior partners and wider specialist team when you need.
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We are independent financial planners and investment advisers
We have the freedom to fully explore your financial planning options, to arrive at the investment solutions that are in your best interests. In a consultative manner, we’ll use our expertise to add value, to give absolute clarity and confidence to implement the right strategy.
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Real relationships built on trust and transparency
Everything we do is built around your journey, focused on your destination. To help you feel confident with our recommendations, we’ll openly share our knowledge to help demystify the risks of investing. We’ll back our advice with solid independent research and explanations.
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