How we can work with you?
- Fortnum’s value proposition is built on our core qualities of innovation, collaboration and being adviser and staff owned.
- As an adviser and staff owned licensee, we’re committed to reinventing the advice process to deliver enhanced client outcomes and a better client and adviser experience
- We use our scale and buying power to negotiate competitive rates and service level agreements to benefit advisers and their clients.
- By driving down the cost of products and services we’re helping advisers protect their advice margin in an increasingly competitive and cost conscious environment. This allows advisers to charge a fair and reasonable advice fee and be adequately rewarded for the work they do.
- Join in the collective wisdom in the room – share and learn from your peers
- Become an equity holder in a high quality dealer group