Financial planning advice that’s right for you and tailored investments to match.

Enjoy life’s financial journey

Everyone’s Fortitude Financial journey starts with strategic planning. We take the time to consider your individual circumstances and with that, plan how we can add value before making investment recommendations. We’re open and flexible in what we can explore, ultimately offering solutions unique to your goals, reflecting where you want to go in life.

Everything is built around you

Many of the discussions we’ll have together won’t be strictly investing, but instead about your life and how money and your financial security plays into that. The way we approach financial planning is by digging deep, to ensure we understand your aspirations and motivations so that we can be your sounding board, ready with advice and support when you need it.

Our independence creates opportunity

We have the freedom to fully explore any financial planning approach, to arrive at investment suggestions that are, to the best of our ability, in your interests. To help you feel confident in those recommendations, we’ll openly share our knowledge to help demystify the uncertainty of investing and we’ll back that advice with both solid explanations and independent research.

Personalised service

At Fortitude Financial we don’t put a price tag on personal service. We’re big enough to bring a serious amount of capability and experience to the table, yet still small enough that you can access our senior partners whenever you need. We have an open mind and a long-term focus to the journey - it needs to be as good as the destination.