Established in 2009, Fortis Wealth Management is a boutique financial planning practice providing straight forward, financial advice. My Goal is to achieve the following:
To provide our clients with the best advice, suited to their needs in a timely manner
To act in an honest and ethical manner for the benefit of our clients
To build a long-term relationship with my clients based on mutual trust a
nd a desire to see you succeed in you financial and personal pursuits
We can provide advice in the following areas:
• Personal superannuation
• Investments and savings plans
• Investment portfolio construction
• Strategic asset allocation
• Retirement planning
• Budget and cashflow planning
• Debt management
• Centrelink and other government benefits
• Salary packaging
• Insurance (life cover, disability, income protection and trauma)
• Deposit and payment products
We also offer ongoing advice and services, including regular portfolio reviews. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please click here www.fortiswealth.amp.com.au to find out more about our financial advice services. Andrew Boyer trading as Fortis Wealth Management is an Authorised Representative of AMP FInancial Planning
ARN 341037
CRN 375003
ABN 35 604 017 371
Andrew Boyer trading as Fortis Wealth Management
