Building
better futures

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Outstanding business and licensing services for great financial planning practices

At Fortnum, we partner with leading, client-focused financial planning practices who want to be part of a progressive advice community.
Powered by ERAi, our advanced innovation and technology platform, we combine the strength of a proven licensee model with the tools and technology to help practices operate smarter, grow faster, and deliver better client outcomes.
 
Our caring, energetic culture, adviser-aligned ownership, and collaborative community sets us apart. Backed by strong risk and governance, we give advisers the freedom to build a business their way, while being supported by a framework designed for long-term success.

The Fortnum Advantage

Enhanced
collaboration

We have a highly engaged community of like-minded financial planning practices offering opportunities for financial planners to collaborate and shape our agenda.

energetic
approach

We are entrepreneurial partners who are committed to continually exploring innovative ways to support our financial planning practices, their teams and their clients.

great financial
advice

We are at the forefront of advice delivery. We invest heavily in our risk and governance framework, research capability and technology to ensure outcomes for you and your clients

Sustainable advice
practices

We work hand in hand with practices and their teams to help them build profitable and sustainable businesses that ensure they can service their clients’ needs for the long term.

Practice Engagement

Advice

Investment Research

Technology

community & Development

Operations & onboarding

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.

Join fortnum today
It is a big decision to move dealer groups, and I am so pleased that my team and I decided on Fortnum. The Fortnum team are real people, who are there to help you, whether it is face to face, Zoom or a phone call.
Kath OrmanPrincipal & Financial Planner – Goals & Dreams Financial Planning Pty Ltd
Joining Fortnum was a breath of fresh air. They have a diverse and very capable team who are always willing to help, and it genuinely feels like they want you to succeed. They are forward thinking and forward looking, and always quick to adapt and adjust to the changing environment and needs of an advice business.
Scott DawkinsPrincipal, Director & Financial Adviser – Griffin Financial Services
Fortnum provide a platform that allows for collaboration with like-minded peers. We highly recommend Fortnum as a Licensee if you are looking for a long-term partnership that will support you on your journey.
Lynne RossPrincipal – Jigsaw Private Wealth
More testimonials