Are you considering buying, selling or merging a business?

Let us help you

Whether you are looking to buy, sell or merge, it is almost certain that having a greater choice of options will deliver a better final result for you and your family.

For many Principal Practices, these key strategic decisions become clouded by the urgings of an existing licensee that is often more interested in the retention of your FUM than you or your family’s wellbeing.

The Fortnum group has approximately 60 member firms, located in every state in Australia. We have an active pipeline of top quality firms looking to join the group. Many of these firms are actively looking for Sale, Purchase and merge opportunities.

If you would like a second opinion or would simply like to know what opportunities available, call 02 9904 2792 for a confidential initial chat.

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.

Join Fortnum now

Fortnum continues to dominate the Licensee of the Year Award due to its focus on helping advice businesses succeed.

Join Fortnum