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How we can work with you?

  • Fortnum’s value proposition is built on our core qualities of innovation, collaboration and being adviser and staff owned.
  • As an adviser and staff owned licensee, we’re committed to reinventing the advice process to deliver enhanced client outcomes and a better client and adviser experience
  • We use our scale and buying power to negotiate competitive rates and service level agreements to benefit advisers and their clients.
  • By driving down the cost of products and services we’re helping advisers protect their advice margin in an increasingly competitive and cost conscious environment. This allows advisers to charge a fair and reasonable advice fee and be adequately rewarded for the work they do.
  • Join in the collective wisdom in the room – share and learn from your peers
  • Become an equity holder in a high quality dealer group

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