About us
At Fortress we take time to understand our clients and to discover their personal values and lifestyle goals.
We build lasting relationships with our clients
We take the time to learn about you and your family and provide guidance to enable you to take control of your financial decisions.
Fortress provide personalised financial advice to help you grow your wealth and protect your family. We are not owned by any institution and we do not accept investment commissions. This ensures we are positioned to provide you with financial advice you can trust. We help our clients achieve financial security, whilst at all times managing their risks.
Why Choose Fortress
Our focus is on providing quality advice that is tailored your individual circumstances and goals.
Here at Fortress we have access to information and material from leading analysts and researchers. We act as your adviser, coach, educator and project manager for all your financial needs.
Who We Help
Fortress Planning provide a range of services for the following people
Our Philosophy
1
A holistic Approach
We recognise financial success requires a holistic approach to wealth management which encompasses accumulation, preservation and protection.
2
Understanding
Fortress Planning take the time to gain a deep understanding of your personal goals.
3
We are in-depth
Our solutions are based on in-depth economic and market analysis so you can make informed decisions.
Our Financial Planner
Financial advice for me is about empowering people with the tools and knowledge required to achieve more freedom and security in their lives now, as well as in the future.
The past decade has been an astonishing time of global market and political change. It has been with great interest that I have gained my experience through these years. By partnering with clients and developing their long-term focus, I am passionate about identifying how to reduce debt, protect assets and accumulate wealth while maintaining lifestyle. The integral part for me is making sure that advice is constantly reviewed. This ensures that it aligns with a client’s ever changing circumstances and the economic influences surrounding them.
Cash flow management, accurate budgets and debt consolidation
Accelerated Mortgage Reduction
Establishing and managing investments to achieve long term goals
Wealth generation
All Superannuation
Retirement advice
James Sherwood
MBA, GCBA, Dip FS (FP)
Senior Financial Planner
Book your FREE initial appointment now
Let Fortress Planning make the process of transferring your UK pension to Australia as easy as possible.