FINANCIAL PLANNING & ESTATE PLANNING

YOUR PARTNER IN FINANCIAL PLANNING

WALKER PENDER GROUP PTY LTD financial planning is authorised to provide financial planning services through Fortnum Advisors – one of Australia ’s leading financial dealer groups making successful lifestyles happen! Financial planning solutions have never been so easy with WALKER PENDER GROUP PTY LTD and Fortnum Advisors. Start planning your lifestyle today…

FINANCIAL PLANNING & ESTATE PLANNING

Making Successful Lifestyles Happen!
At Fortnum it’s our goal to witness our clients achieve their lifestyle ambitions based on profitable and sustainable business standards. As a firm we aim to be recognised throughout the district as a leading professional and ethical financial planning practice. We believe it’s our business to help our clients to achieve financially successful lives. We are able to help you achieve this through financial planning and Personal Risk Insurance. While many of us insure our cars or homes, many of us fail to realise the impact of not insuring our income-earning ability until it’s too late.

Let us help you to achieve the lifestyle that you desire. We follow a three-step wealth system to gain a complete overview of your financial position so we can make recommendations that are integrated across all aspects of your finances.

1. Define your vision – imagine your future and agree lifestyle and wealth goals.
2. Design your wealth plan – develop the best strategy with your adviser.
3. Refine and review – regular check-ups to review your goals and keep your strategy on track.

Come and see us today at Level 1/28 Ipswich City Mall, or contact us on (07) 3813 7888 and we will assist you in your financial planning matters.

Liability limited by a scheme approved under professional standards legislation (Personal Injury work exempted)

adminFINANCIAL PLANNING & ESTATE PLANNING