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Financial Planners > Melbourne (area) > Melbourne > Fortune Wealth Creation Group

Fortune Wealth Creation Group

"Genuine, transparent & professional financial advice at affordable price"
200 Queen St
Melbourne, VIC 3000
Servicing Australia-wide
Tel:
www.fortunewealth.com.au
info@fortunewealth.com.au
Contacts: Rashesh Bhavsar

 

Rashesh Bhavsar, CEO & Co-Founder of Fortune Wealth Creation Group (Winner of 2012 Best Business Award in Financial Planning in Melbourne by Word of Mouth Online) is a prominent adviser in financial planning industry. He has worked with some of the largest financial organisations in Australia. He is well regarded for his expertise in giving independent financial advice for super, investment and insurance. He also met with Kevin Rudd and Bill Shorten (Minister of Financial Services and Superannuation) to discuss the key issues of Australian families. He is very active in the community and makes friends quickly. To know more about him, you can go to http://fortuneinvestmentclub.blogspot.com.

No Obligation Consultation from one of the best local business in financial planning:

Wealth Creation - Investing into growth assets, have an investment plan, creating a Property Portfolio, minimising tax and maximising your super and retirement benefits.

Wealth Protection - Life, TPD, Trauma and Income Protection Insurance. We can structure your Life, TPD and Income Protection cover from your superannuation benefits so you do not need to pay from your own pocket. We can also lock your premiums so it will not increase with your age.

Wealth Management - Ongoing monitoring of your investments to protect your hard earned assets.

Wealth Distribution - Making sure that your hard earned money goes to right hand once you pass away using various estate planning strategies like valid Will, Enduring Power of Attorney, valid Binding Dealth Nomination etc.


To book a no obligation consultation, contact us on 03 9018 5534 or send an email to info@fortunewealth.com.au


"Genuine, transparent and professional financial advice"

Office address:

Level 13, 200 Queen Street,
Melbourne, VIC 3000
Phone no: 03 9018 5534
Email: info@fortunewealth.com.au

Website: www.fortunewealth.com.au

 

Opening Hours:  M: 9.00 am - 7.00 pm  T: 9.00 am - 7.00 pm  W: 9.00 am - 7.00 pm  T: 9.00 am - 7.00 pm  F: 9.00 am - 7.00 pm  S: 9.00 am - 2.00 pm  S: Closed  PHol: Closed
Payment Methods:  Super fund, Cheque, EFT Transfer
 
 

Customer Reviews for Fortune Wealth Creation Group (17 reviews)

 
1 Reviews
10% Trust
0 Compliments
0 Points
 (5/5)   19th March 2012 9:11 am - Our Favourite Review

This review covers an awesome session with Rashesh Bhavsar, who put us on the road to having our finances in order.

Rashesh is thorough and patient, spending way more time with us than we expected, helping us see where we could optimize savings. He helped outline our targets and did some broad planning with us - as a consultation! Rashesh is able to prepare you for your future and point you in the right direction to achieve financial goals through professionalism and philanthropy

Rashesh is professional and knowledgeable. He's also very nice. I felt comfortable asking the stupid questions and he answered them thoroughly.

I highly recommend using Rashesh at Fortune Wealth Creation because I know you will feel as confident about your future financial path as I do now!!!.


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Value



Comments

By robertn6 - 100% Trust 13th May 2013 8:37 pm

Sounds interesting, must look into this further.

Flag as suspect or inappropriate
 
1 Reviews
60% Trust
0 Compliments
0 Points
 (5/5)   14th May 2013 1:21 pm

I met with Rashesh from Fortune Wealth Creation Group to discuss review my super and insurance. Rashesh has done excellent job by saving me $66,000 in my super fees and offering better super. He also structured my life insurance cost effective way where my premiums will not increase with my age and funded from my superannuation. Excellent work.

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1 Reviews
60% Trust
1 Compliments
5 Points
 (5/5)   13th May 2013 5:58 pm

Rashesh has explained me thoroughly and in detail. He helped me to find a better super fund which offers low fees, more investment options and better returns. He structured my life insurance for me and my wife from superannuation so I don't have to pay from my own pocket, my premiums are level premiums so it will not increase with my age and he always responds my queries professionally in time. Highly recommended.

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1 Reviews
60% Trust
0 Compliments
0 Points
 (5/5)   12th May 2013 8:10 pm

I wanted to review my existing super and insurance from a long time but never found the right time. When I met with Rashesh, he explained in detail about pros and cons of different options. He found the best possible solution for me without costing a fortune. His professionalism and hands on expertise in financial planning are quite impressive.

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Value



Comments

By robertn6 - 100% Trust 13th May 2013 8:39 pm

Is it only super or are investing and mortgages included?

Flag as suspect or inappropriate
 
1 Reviews
10% Trust
1 Compliments
455 Points
 (5/5)   8th May 2013 4:30 pm

Very knowledgeable and friendly. Detailed insurance options and outlined why there is a lack of insurance in Australia regarding income protection and perminent disability insurance.

Very knowledgeable about invistments in stocks and real estate investments. Really sorted out my finaces.

Very open and honest. Would recomend to anyone.

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1 Reviews
60% Trust
0 Compliments
0 Points
 (5/5)   16th April 2013 5:22 pm

We were looking for trusted and experienced financial planner in Melbourne to review our superannuation and insurance needs. Our trusted friend recommended Rashesh and spoke highly of him about his work. Rashesh not only found us better super fund but got the best possible outcome for our life, TPD, Trauma and Income Protection insurance. Without compromising our lifestyle, we are well covered. I recommend Fortune Wealth Creation Group to anyone who is looking for trusted financial and insurance advice.

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Value


 
1 Reviews
60% Trust
0 Compliments
0 Points
 (5/5)   2nd February 2013 3:23 pm

I am a young electrician, looking for good direction to secure my future. Rashesh has discussed throughly in detail what are my needs. He saved me approx. $80,000 in fees in superannuation and structured the insurance in super to help in managing my cash flow. Good work Rashesh.


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1 Reviews
60% Trust
0 Compliments
0 Points
 (5/5)   19th July 2012 1:34 pm

I was looking for financial advice right in relation to my personal financial matters. Rashesh gave me honest advice and directed me to right direction. No advice taken from him as it is not his specialist area but very happy for his kind support. Thanks Rashesh.

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1 Reviews
60% Trust
0 Compliments
200 Points
 (5/5)   3rd February 2012 7:58 pm

I am young engineering consultant. I was looking to explore wealth creation strategies for me. I must say, I have been amazed with quality of advice and professionalism of Rashesh. I highly recommend anyone who is looking for genuine and independent financial advice.

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Approx Cost:
660
 
1 Reviews
10% Trust
0 Compliments
0 Points
 (5/5)   30th January 2012 7:45 pm

I was looking to explore options to secure my financial future. I met with Rashesh who is financial planner in Melbourne for initial consultation. He explained to me all options in detail with impartial advice and he certainly added value to my current situation.

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Service
Value


Approx Cost:
Nil
 
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