Who are we?
- We are Fortnum Private Wealth – a joint venture in which Principal Practices have a stake
- We believe our first responsibility is to act in the best interests of your clients
Our commitment to Fortnum Practices
- You can always expect us to speak truthfully and clearly – no hidden agendas
- You can expect us to act in your best interests & the best interests of your clients
- You can expect us to be innovative – we’re always looking for better solutions for you
- You can expect quality in everything we do
- You can expect us to focus our energies and resources around helping you to build a better business by providing you with better solutions
- You can expect us to use the buying power of the group for your benefit and the benefit of your clients
- You can expect us to avoid any circumstance where advice to your client would be compromised – we are an advice business, not a product business
- You can expect us to demonstrate leadership in setting standards for a profession that is critical to all Australians
- Lastly, you can expect us to treat you as an owner of Fortnum – because you are
This is our commitment to you.