Fortune Wealth Creation Group
-
Level 13, 200 Queen St, Melbourne 3000 VIC
- 1800123842
- 03 9018 5534
- Visit Website
- Award winning financial advice for all your financial needs.
- State: Victoria
- Region: Melbourne City
- Suburb: Melbourne
- Postcode: 3000
- Business Type: Investing Mortgage Brokers Insurance
- Profile: Fortune Wealth Creation Group is a Investing company located at Melbourne, Victoria Australia, address is Level 13, 200 Queen St, Melbourne 3000 VIC, postcode is 3000, you can contact Fortune Wealth Creation Group by phone 03 9018 5534
- Description:
Fortune Wealth Creation Group is an award winning financial planning firm for all your financial needs, including your investment, superannuation, personal insurance, tax planning, budgeting, home loans, accountancy needs. Rashesh is highly respected in the industry, peers and his clients due to his expertise and supportive nature. Achievements: Represented in Australian delegates team at Vibrant Gujarat 2015 Best Service Quality Award, 2012, 2013 & 2014 Top 50 Indian Entrepreneurs in Melbourne 2012, 2013 & 2014 Became a proud member of Million Dollar Round Table (MDRT) Club, 2014 Shared the stage with other industry experts at Trade & Investment Expo 2013 in Melbourne Top 5 Finalist in AFA Excellence in Education Award, 2013 Selected in Top 30 Financial Advisers in Australia, CommInsure, 2013 Nominated for the Rising Star of the year, 2012 Best Business Awards in Financial Planning in Melbourne, 2012 Meeting with Australian leaders: Rashesh has met with John Howard, Peter Costello, Kevin Rudd and Bill Shorten. Kinds of people Rashesh works with: Professionals/Executives, Doctors/Specialist, Engineers, IT Professionals and Business owners. Area of expertise: Goals setting and high level strategic advice. Independent (Non institutionally aligned) Financial Planning advice Investment Planning - Short term & long term investment planning (Managed Funds, Shares, Property, Bonds) Superannuation Funds, Salary Sacrifice, Contribution in super and Retirement Planning Personal Risk Insurance (Life, TPD, Trauma, Income Protection) Tax Planning - Salary Sacrifice & Tax effective investments One Stop Shop: We work with your Accountant/Mortgage Broker to get you the best outcome, if you are looking right one for you, we already have trusted Accountants/Mortgage Brokers for your home loan and accountancy needs. Special offer for True Locals customers: Book a complementary no obligation consultation (valued over $660). - Opening Hours:
Mon 9:00 am - 5:30 pm Tue 9:00 am - 5:30 pm Wed 9:00 am - 5:30 pm Thu 9:00 am - 5:30 pm Fri 9:00 am - 5:30 pm Sat 11:00 am - 2:00 pm Sun Closed - Services:
Investing
Service Options
Retirement PlanningConsultingFund ManagementBondsPortfolio ManagementAsset ManagementRollovers
Insurance
Service Options
AdviceLife
- Brands:
Fund Managers: All major Super Funds and Investment Platforms. Insurance Providers: All major insurance providers.
- Registration Details:
- ABN: 16 576 045 658
Google Map of Fortune Wealth Creation Group address: Level 13, 200 Queen St, Melbourne 3000 VIC.
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