Fortitude Wealth is a boutique financial planning practice located in Perth, Western Australia, offering honest and authentic wealth planning services with a focus on individual clients. Their mission is to bring freedom for all by replacing financial fear with smart and meaningful decisions that positively impact their clients’ lives. They specialize in strategic wealth planning, risk control, asset allocation, life insurances, superannuation optimization, retirement planning, and legacy planning, all aimed at helping everyday people achieve their financial goals and live their best life.
Founded by Ray, a CERTIFIED FINANCIAL PLANNER® with over 15 years of experience, Fortitude Wealth takes a holistic approach to financial planning, which they call Lifestyle Planning. They believe that wealth is a result of life’s small moments and aim to improve their clients’ financial wellbeing by creating clear and achievable plans tailored to individual needs. Ray’s passion for helping people make smart financial decisions led to the creation of Fortitude Wealth, making lifestyle planning services accessible to a wider audience by simplifying processes and removing barriers that previously hindered access to financial services.
Fortitude Wealth prides itself on its honesty, transparency, integrity, and genuine care for its clients. They prioritize forming deep human connections, seeking to know clients intimately and build strong relationships that extend beyond financial planning. With a commitment to making their services accessible to the majority, not just a select few, Fortitude Wealth aims to bring freedom to all by providing personalized, compassionate, and effective wealth planning services.