Welcome to Fortune Wealth Creation Group

The award-winning boutique financial planning firm

Fortune Wealth Creation Group is an award-winning boutique financial advisory firm for all your financial needs, including investment planning, superannuation & retirement planning, personal insurance, tax planning, budgeting & cash flow, and estate planning needs. It is not aligned with any big banks or institutions.

         

Our Achievements:

• Best Service Quality Award 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022
• Featured as an expert on national news channel ABC24, 2015
• Top 5 Finalists in the Association of Financial Adviser (AFA) Excellence in Education Award, 2013
• Profiled in Top 50 Who's Who Indian Entrepreneurs in Melbourne in 2012, 2013, 2014, 2015, 2017 & 2018
• Shared the stage with other industry experts at the Trade & Investment Expo in Melbourne, 2013
• Nominated for the Rising Star of the year, 2012
  
• Winner of Best Business Awards in Financial Planning in Melbourne, 2012
• Meeting with Australian leaders:  Rashesh met with John Howard, Peter Costello, Kevin Rudd, Tony Abbott, Joe Hockey, and Bill Shorten. One-on-one meeting with Bill Shorten (Federal Minister of Superannuation & Financial Services) to discuss the key issues of Australian families.
• 5-Star Client Satisfaction:  Our organisation is built upon your trust, satisfaction, and recommendations. 
  
  

Fortune Wealth Creation Group work with:
Professionals/Executives, Doctors/Specialists, Lawyers, IT Professionals and Business Owners

Achievements:        

What makes us different:

• Get expert advice from one of the most prominent financial advisers in Melbourne.
• Comprehensive financial planning, not limited to investments or insurance.
• No product bias, not aligned with any big banks or institutions.
• Holistic Advice: our advice process focuses on strategies based on a deep understanding of your goals.
• Fee for Service: No commissions from any super or investment products
• Fixed cost price, no hourly fee, and no contract.
  
• Focused on a long-term relationship, not a one-off transaction
• Book a Strategy Session

Rashesh Bhavsar and Fortune Wealth Creation Group are authorised representatives of Synchron AFS Licence No 243313

General Disclaimer: The information on this website is general in nature and does not consider your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Privacy Policy: http://www.synchrongroup.com.au/privacypolicy.html