Access FP t/a Fortitude Wealth Partners 2018

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How we work with you

Ongoing Master Template.doc [Compatibility Mode]

Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations.

Understanding

We begin by developing a deep understanding of the important issues that will shape your financial plan, including your goals, priorities, financial resources and attitude towards risk.

Strategy

Next, we build on our understanding to create a personalised strategy, structured around your goals. In formulating your strategy, we’ll draw on the market insights and research capabilities of the Godfrey Pembroke network. Then we’ll help you explore a range of options for wealth creation and protection, providing detailed information about the potential benefits and risks of each alternative.

Implementation

Once we have agreed on a strategy with you, we put it into action, creating a customised portfolio tailored to your needs.

Review

We regularly review your portfolio to make sure you’re on track to achieve your objectives. We’ll review portfolio performance, explore new opportunities, identify emerging risks, and understand your evolving needs.

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Phone: 08 9381 6811
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68 Churchill Avenue,
Subiaco, WA, 6008

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Access FP t/a Fortitude Wealth Partners 2018 ABN 85 162 298 286.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.