Fortitude Private Wealth
More than ever we all have increasing demands on our lives, are extremely time poor and as such, end up putting our own affairs to the side at the expense of other people’s needs (eg work, clients, family).
Fortitude Private Wealth services the financial needs of busy individuals and couples who are looking for a trusted partner to assist them in managing their financial affairs, their investments and in making sound ongoing investment decisions.
Fortitude provides you with structure around your finances, a belief in keeping things simple, mutual accountability, getting you financially organised, and ultimately peace of mind. We work in with your other advisers such as Hayden and Caroline at Smartline and with your accountant to ensure there is an efficient, consistent and smooth delivery of service and results …. all based around your needs.
Three points summarise what Fortitude Private Wealth seek to provide for you;
1. Getting your entire financial affairs in order, and keeping it that way forever,
2. Maximising the probability of you achieving what is important to you, and
3. Maintaining a level of communication that meets your needs.
Fortitude Private Wealth is independently owned (no institutional bias whatsoever) and with an investment philosophy based around financial efficiency (ie keeping all costs and taxes down) and investing directly wherever possible …. often saving thousands of $ per annum for clients.
Luke Rathborne, CFP, CA (FPS), BCom, F Fin
Director and Founder
Corp Auth Rep AFSL No. 342766
Level 8, 65 York Street, Sydney NSW 2000
T: +61 (02) 8215 1560 l M: 0419 746 888
Paul Denny Conveyancing
Paul Denny has been conveyancing since 1978. Now that’s a long time conveyancing! In fact, Paul was the first licensed conveyancer in Sydney. Paul has established a team of enthusiastic and dedicated licensed conveyancers with conveyancing offices located in Lane Cove and Gladesville. They will be there every step of the way until your property has settled and the conveyancing process is finished. More info.
Since its launch in 1998 OzForex has grown to become one of the world’s largest online foreign exchange companies. Smartline is working with OzForex to give our clients true value and greater efficiency when moving funds internationally. If you are moving funds internationally to purchase property here or abroad or for investment, contact your local consultant or click on the link to see how OzForex can help you. More info.