Our Commitment

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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.

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