better futures

Outstanding business and licensing services for great financial planning practices

At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together.

We are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to risk and governance that creates opportunity for financial planners to build their ideal financial planning business.

The Fortnum Advantage

Our four key licensing pillars

Financial Planning Practices

We understand the needs of financial planning practices and through our Business Optimisation Program we provide support for all stages of their business journey.

Financial Planning clients

We provide personalised advice coaching for our advisers to ensure they can provide the best advice possible for their clients while using our scale to reduce costs for client advice delivery.

financial planning profession

We are active advocates for our advice community, as members of our leadership team are regularly called upon to contribute to industry and government panels and discussion groups.

financial planning Community

Our Fortnum Foundation formalises the goodwill that already exists among our Fortnum financial planners and provides an opportunity to come together for the greater good.

become a fortnum practice

We are entrepreneurial partners who care about our advice community. Passionate and committed, we explore innovative ways to assist our advisers. We have a professional advice community where together, we and our financial planners, can share ideas for finding better solutions for all.