Fortune Wealth Creation Group

Rashesh Bhavsar, one of the most reputed and award winning Financial Planners in Melbourne specialising to Professionals & Executives.
Open today until 17:30
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Updates

What the interest rate cuts mean for you

The big banks have passed on between 80 and 88 percent of the two rounds of RBA rate cuts.

To know where to invest this savings from these recent two cuts and how to maximise it, reach us on 03 8648 6505 or message me on LinkedIn.

#interestrate #plannin...

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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

2 weeks ago
We know Rashesh since 2013. He is fantastic with his work. We really appreciate him for His hard work and guidance. He is. very honest and reliable family financial planer .
- Darshi p
2 months 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
a month ago
We were looking for a trusted financial adviser for our needs. I met Rashesh through our common friends. They spoke highly about Rashesh. He explained everything in detail and provided the right advice for our situation. Very friendly and helpful. Highly recommended.
- dipesh 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

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  • (03) 8648 6505

Address

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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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