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Fortress Financial Solutions

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Trading for 2 years

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About Fortress Financial Solutions

Here at Fortress, we exist so our clients succeed! Based in Toowoomba on the Darling Downs, we are a locally owned & operated financial planning practice that is doing things differently. We are a dynamic team providing a fresh perspective on financial advice and using some fantastic software & tools to make managing your money easy. We aim to be with you during every new chapter of your life - to help celebrate milestones & achievements, and also to guide you when life throws you curve balls! We want to develop a relationship built primarily on trust and sensational outcomes that last a lifetime and create a legacy. Along the way, we want to have a lot of fun and enjoy the ride. Becoming a member of the Fortress Family means you're investing in yourself, protecting your family, securing your future & ensuring you have a plan for the unexpected. Our clients are go-getters, keen to develop great financial habits and be guided by a trusted adviser who will be with them for life. Our clients are young professionals, families, tradespeople, farmers, business owners and �young-at-heart' retirees. They invest their time whilst we invest our expertise, and through this partnership we help each other succeed.

Products

  • Insurance

  • Superannuation platforms

  • Transition to retirement plans

Services

  • Insurance & protection

  • Superannuation solutions

  • Retirement planning

  • Debt reduction

  • Investment advice

  • Business succession

  • Financial planning

Reviews

5 rating

1 review

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M

Michael

7 years ago

Chris and the team helped me retire earlier than i thought. He made things really easy and clear. I trust him with my future.

Location

Toowoomba City QLD

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Fortress Financial Solutions

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