We’re self-employed.
While we’re part of the Godfrey Pembroke family, we’re also an independently owned business. So you can be confident that our advice is both personalised and impartial, and that your best interests are our first priority.
We bring you industry-leading insights and opportunities.
As members of the Godfrey Pembroke network, we’re supported by one of Australia’s largest financial groups (see About Godfrey Pembroke). That means we can bring you specialist insights and opportunities from across the group, including:
- Institutional calibre asset allocation from Jana.
- Customised portfolios from ThreeSixty.
- Independent research from Lonsec, Zenith and Morningstar.
- Economic analysis and market insights from NAB and JBWere.
- Investment opportunities and premium solutions from a wide range of providers, including IPOs and exclusive opportunities not generally available to individual investors.
Holistic Planning
What’s your vision for the future? At Fortitude Wealth Partners we help bring your vision to life, with a holistic financial plan structured around your aspirations for yourself and your family. We take the time to develop an in-depth understanding of your current situation, your resources, your attitude towards risk, and your plans for the future. From there we develop tailored strategies to help you get to where you need to be, so you can enjoy life and be confident that your financial security is in good hands.
High Quality Advice
In today’s uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you’ve worked so hard to build. At Fortitude Wealth Partners we deliver high quality advice by combining the best research, the best people and the best strategies to help you build on your success. We’re serious about providing quality advice that’s in your best interest.
Experience
We have many years of experience helping Australians grow and protect their wealth through changing economic cycles and in a variety of different market conditions. So whether you’re looking to maximise returns in a volatile market, secure a comfortable lifestyle in retirement or simply invest more tax effectively, we can help you enjoy life today while building wealth for tomorrow.
Leading Licensee
We are licensed by Godfrey Pembroke and choose to partner with them to benefit from the support they offer in relation to investment research, ongoing training, compliance and marketing. We adhere to Godfrey Pembroke’s rigorous standards for education and training, and are regularly assessed against them, ensuring you receive the highest quality of advice.
We ensure all our advisers are members of the Financial Planning Association (FPA) and we encourage them to attain the Certified Financial Planner® qualification, being the highest possible level of certification.
Fee for Advice
Godfrey Pembroke was the industry leader for the “fee for advice” model. In 2006, the group led the industry in introducing a transparent fee-for-advice model. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval.