Who we help
We build lasting and meaningful relationships with our clients.
We help people at all stages of their financial journey
We help busy families juggling work and family commitments, through to pre retirees looking to build their nest egg and post retirees looking to maximise their income. We also help business owners plan and manage their finances.
Working with…
Young Professionals
You are in the early stages of your career and looking to climb the ladder. Life is busy and you have an active social life as well as putting your time and energy into developing your career.
Everyday Families
With a young family and a busy career your priorities and responsibilities have developed and changed since you were independent. You have increased responsibilities and with a family to look after it is important to ensure you are financially protected.
Pre-Retirees
Your family has matured, and your children have left home or started their own careers. You are looking forward to winding down and enjoying your retirement. The risk of not having enough savings at retirement is one of the key concerns for retirees.
Retirees
You have worked hard over the course of your career and now is the time to step back and enjoy life. It may be that you have decided to continue with part time work or have stopped working altogether and are looking forward to enjoying your leisure time.
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. 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.
Book your FREE initial appointment now
Let Fortress Planning make the process of transferring your UK pension to Australia as easy as possible.