Fortuity Wealth is Australia’s most dynamic network of financial planners specialising in personal insurance, superannuation and property investment. Launched in 2017, Fortuity Wealth set out to shake up the financial services sector, creating a unique business model that puts client needs first.
Collectively bringing more than 50 years of experience to the business, Fortuity’s team of advisers share a passion for helping their clients achieve the best financial outcomes. Everyone’s circumstances are different, so there isn’t (and shouldn’t be) a one-size-fits-all approach. Instead, Fortuity’s expert advisers start by getting to know their clients to get a clear understanding of their individual circumstances and goals before customising and implementing a financial plan to get them where they want to be.
Fortuity’s clients also gain access to a growing network of associated businesses, which include Newcastle Financial Planning Group, Capital Property Investment Advisers and Affinia Financial Advisers, each offering its own area of specialised advice. Whether you are looking to buy your first home or investment property, set up an insurance policy to protect your income or start planning for your retirement, Fortuity Wealth is a one-stop-shop for honest, unbiased and tailored financial solutions, advice and support that will adapt to your changing needs over time.
Based in Newcastle NSW, Fortuity Wealth is the emerging national resource for all things finance with the knowledge, experience and technical capacity to service clients across the country.
For more information visit www.fortuitywealth.com.au