Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. Not only is super a tax effective way of saving and investing, but you can benefit from the effects of compounding returns. Whether it's a new car, an overseas trip or a deposit for your first home, that something special is achievable if you are realistic and put in place a disciplined savings program.
A good education is one of the best starts you can give your child, but although it doesn't have to, it can cost a lot of money. A little research and planning now could save you some financial worries in the long run.
A good education is one of the best starts you can give your child, but although it doesn't have to, it can cost a lot of money. A little research and planning now could save you some financial worries in the long run.
Services
Our firm is here to assist you in planning your financial future and protecting your family financially. We realise the importance of listening to you carefully and doing our best to help solve your individual needs. We promise to be polite, fair and honest with you and to respect your privacy at all times.
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
At Fortis Wealth Management we work with you along the way on life's journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help. Getting married is an exciting time in life but it can also be a time of significant financial change and stress.
No matter your current financial position, you may have questions around the decisions you are making and how they impact your position, both now and in the future. There are financial calculators available that may help you think through your options and model various scenarios. These calculators are provided by ASIC's Money Smart and are not provided, approved or endorsed by Fortis Wealth Management.
The saying "don't have all your eggs in one basket" is not necessarily referring to keeping your funds in different superannuation providers (i.e REST or AMP). The saying (when discussing superannuation & investments), could be more in relation to making sure you don't invest entirely in one asset class such as International shares for example.
Reviews (4)
James Royce
Jul 14, 2020
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Robert Flynn
Jan 09, 2019
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Gail Rogerson
Sep 21, 2018
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Andrew Boyer has provided me with some "awakening" information about my financial situation and what I can look forward to as I move forward. With his insights and guidance I am now better prepared for my later years whilst protecting my current situation. Sometimes you meet people who make a significant difference in your life and Andrew, with his extensive knowledge, empathy and awareness has done exactly that. Highly recommend Andrew Boyer from Fortis Wealth Management.
Ashley Woolf
May 25, 2018
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