Fortnum Private Wealth - Partner of choice for Professional advice firms that want to grow
Fortnum Paraplanning
Paraplanner is a preferred Paraplanning Service Provider to the Fortnum group and it's advisers.
Paraplanner is a preferred Paraplanning Service Provider to the Fortnum group and it's advisers.
Fortnum Private Wealth is an Australian licensee for quality, client-centric advice businesses and is the licensing partner of choice for professional advice firms who are committed to achieving sustainable revenue and profit growth.
Fortnum’s commitment to advisers has been consistently recognised by leading global financial services consultant CoreData. Fortnum Private Wealth has won the prestigious “CoreData Licensee of the Year Award“ for three consecutive years, reinforcing that Fortnum advisers have the highest level of satisfaction in terms of overall support, remuneration and brand.
Paraplanner has a solid commitment and relationship with the Fortnum group and has been providing Paraplanning Support Services to it's advisers for over 8 years. Being a preferred provider to the group we have existing software license's in place and can easily align with your practice to provide a "ready to run" Paraplanning solution at a highly competitive price. Our Australian based Paraplanner's understand the needs of the Fortnum advisers and enable us to deliver consistent, high quality documents on a regular basis.
Contact us us today to see how we can help you and your practice reduce costs, and stay compliant in a highly regulated environment.
Contact us us today to see how we can help you and your practice reduce costs, and stay compliant in a highly regulated environment.
