Welcome to Fortress Planning, a Financial Planning practice in Brisbane built on the values of understanding, connections and trust. Like a Fortress, we believe in helping you build a financial stronghold for your future, so you can feel protected and secure. Life is not all about making money; it is about creating memories with the people you love. By helping you to secure a smooth pathway to financial success, we provide you with the certainty you need for your future and your family. To help you achieve your financial goals for your family and retirement, Fortress Planning will provide personalised support and guidance, so you can spend more time doing things that are important to you.
Who We Help
Fortress Planning provide a range of services for the following people
Financial milestones
When you work with the team at Fortress Planning you will gain certainty around the future for you and your family. You will achieve successful outcomes, reach lifestyle goals, and create memories to cherish.
We help
protect you
Help you invest
for your future
Make debt
work for you
Maximise your retirement experience
Create an effective transition of wealth for generations.
Start your journey to financial certainty
Contact us todayCreating your pathway to certainty
We are not like other Financial Planners; we know that the goals for every family are different. We work with you in many ways to create your own unique pathway to certainty.
Pathway for life events
We help set a direction that is flexible and achievable
Educate
We empower you with the knowledge to make better decisions.
Keep you on track
We do the numbers, where others don’t!
Creating certainty
We meet regularly to check-in
A flexible approach
Make goals a reality by working with you to get the outcomes you want for you and your family
Contact Us
Recent News
Take control of your super
Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know – the trustee of your superannuation fund. Let’s look at how you can have...
Aged care – The planning
Aged care - The planning Moving into residential aged care can be an uncertain and overwhelming experience for everyone involved. On top of the personal and emotional challenges, there are a number of important decisions to make including which facility is most...
Is it worth salary sacrificing into super?
Is it worth salary sacrificing into super? We're all familiar with the concept of super. It's that portion of our salary that employers are required to contribute to a super fund on our behalf, with the goal of providing us with financial security in retirement. But...
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Let Fortress Planning make the process of transferring your UK pension to Australia as easy as possible.