Fortune Wealth Creation Group

Rashesh Bhavsar, one of the most reputed and award winning Financial Planners in Melbourne specialising to Professionals & Executives.
Opening at 09:00
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Updates

Interest rate cuts as likely as rises as Reserve Bank governor eyes falling house prices


The Reserve Bank governor says the chance of an interest rate cut is now "more evenly balanced" with the prospect of an increase as the RBA assesses the fallout from Sydney and Melbourne house price falls.
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Book a comprehensive financial planning consultation with an award-winning financial planner Rashesh Bhavsar, CEO & Co-Founder of Fortune Wealth Creation Group.

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Services

Investment Planning

  • Focusing on high quality investments based on your goals.

Tax Planning

  • Focusing on advanced tax planning strategies to maximise your tax savings.

Superannuation & Retirement Planning

  • Focusing on strategies to boost your super investments.

Insurance Planning

  • Creating a back up plan for the rainy day.


Testimonials

a week ago
Rashesh is a thorough professional and guided me in seeking a customized financial insurance plan for myself which could cover me in all the situations. I was absolutely delighted as Rashesh went out of the way in being patient to help me understand the policies and the situations under which it would help me overcome them. He is a fantastic speaker who explains very well, advises with a lot of experience and knowledge. He has an opinion on products which are completely unbiased. Options presented by him were completely logical and I had a choice to considering the covers I needed.
- Sachin S
2 months ago
It was absolutely great to come across Rashesh while searching a Financial Planner. He has thorough and extensive knowledge to pass on to clients as per their needs. He does keep himself updated from time to time. His financial advice has helped my family to channelise our financial aims & goals. I highly recommend Fortune Wealth Creation Group for any of your financial needs!!
- Mona G
6 months ago
We are a family with young kids and did not have the right financial plan. By searching best financial planners Melbourne; found Rashesh through his great client reviews. His approach to understanding his clients' needs and keen desire to help them is exceptional. Certainly, he went beyond our expectations and became our family adviser for me and my family.
- Digant S

Award Winning Financial Advisory

Fortune Wealth Creation Group is an award-winning boutique financial advisory firm specialising to Senior Executives in IT and Finance, Doctors and CEO's of SMEs.

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Contact

Call now
  • (03) 8648 6505

Address

Get directions
200 Queen Street / Level 13
Melbourne VIC 3000
Australia

Opening Hours

Mon:9:00 am – 5:30 pm
Tue:9:00 am – 5:30 pm
Wed:9:00 am – 5:30 pm
Thu:9:00 am – 5:30 pm
Fri:9:00 am – 5:30 pm
Sat:Closed
Sun:Closed
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