Fortnum Private Wealth is a leading financial planning business in Australia, founded in 2010 by Ray Miles and a group of dedicated financial advisers. Known for their client-focused approach and collaborative community, Fortnum offers licensing and servicing for financial planning practices seeking to grow and develop together. With a strong emphasis on risk management and governance, Fortnum provides a proven framework that empowers financial planners to build their ideal businesses within a supportive environment.
Through their Business Optimisation Program, Fortnum supports financial planning practices at all stages of their journey, offering personalised advice coaching and cost-effective client delivery solutions. The company’s leadership team actively participates in industry and government panels, advocating for the needs of their advice community. The Fortnum Foundation further solidifies the goodwill among financial planners, fostering a culture of giving back and coming together for the greater good.
Committed to innovation and excellence, Fortnum Private Wealth values inclusivity, collaboration, and continuous growth. Their experienced and energetic team, combined with a robust risk management framework and cutting-edge technology, ensures that financial planners receive optimal support and resources. By prioritizing the success of their advice community and embracing diverse perspectives, Fortnum remains dedicated to leading the way in the ever-evolving financial services landscape.