Business Owners

Are you self-employed or a small business owner? With Fortress you can feel assured and confident knowing you’re in safe hands.

 

Put in place a strategy that will protect your interests

We understand small business owners’ needs and can work with you to put in place a strategy that will protect the interests of you and other parties involved with your business. We empower you to fully understand your financial situation, decide what type of life you want to lead and then work with you to develop strategies to achieve it.

Benefits

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Ensure your business provides for your personal financial requirements – now and in the future

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Have a plan in place to create the option to retire

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Create a plan to ensure your business survives the death of a business partner or key person

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Feel confident that your business has provided for your life once you exit the business

We offer objective advice…

Our objective advice gives you and your business control and clarity on where you are today and strategies to enable you to get to where you want to be. For more information on how Fortress Financial Planning can assist you with your financial planning needs please contact us on (07) 3018 0400

We Can Help You with…

Superannuation

Wealth Protection

Retirement Planning

Debt Management

Estate Planning

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Book your FREE initial appointment now

 Let Fortress Planning make the process of transferring your UK pension to Australia as easy as possible.

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