The Inevitable Advice Journey Whitepaper

Our whitepaper outlines the path advisers need to take to bulk up, reduce their vulnerability to external shocks and significantly enhance their capital value.

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    Who is Fortnum?

    *Fortnum Private Wealth

    For over 30 years, the team behind Fortnum have been helping financial advisers deliver quality, professional advice; manage their stakeholder obligations; and run thriving, successful businesses.

    As an Australian Financial Services Licence (AFSL) that is privately-owned by our staff and advisers, we are not beholden to a bank or financial institution.

    Our mission is to build a national network of quality advice businesses; pass on the benefits of our scale to advisers and their clients; and cement our position as Australia’s preeminent licensing services provider.

    What we do

    Fortnum Core Services

    Our commitment to advisers has been consistently recognised by leading global financial services consultant CoreData

    • Leveraging our group buying power to negotiate lower product fees
    • Professional advice framework designed by advisers not product manufacturers or lawyers
    • Business growth, targeting annualised growth of 15%
    • Advice coaching
    • Advice implementation – systems and process improvement
    • Leadership
    • Ongoing education and training through the Academy
    • Collaboration and knowledge sharing

    Our team

    The Team Behind Fortnum

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    Adviser Testimonials

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