Fortune Wealth Creation Group is an award winning financial planning firm for all your financial needs including your investments, superannuation, personal insurance & tax planning.
Rashesh is highly respected in the industry, peers and his clients due to his expertise and supportive nature.
Achievements:
Best Service Quality Award, 2012, 2013, 2014, 2015 & 2016
Became a proud member of Million Dollar Round Table (MDRT) Club, 2014 & 2015
Featured as an expert on national news channel ABC24, 2015
Represented in Australian delegates team at Vibrant Gujarat, India 2015
Profiled in Who's Who magazine for Indian Community in Melbourne 2012, 2013, 2014 & 2015
Shared the stage with other industry experts at Trade & Investment Expo in Melbourne, 2013
Top 5 Finalist in AFA Excellence in Education Award, July 2013
Nominated for the Rising Star of the year, Oct 2012
Winner of Best Business Awards in Financial Planning in Melbourne, 2012
Meeting with Australian leaders: Rashesh has met with John Howard, Peter Costello, Kevin Rudd and Bill Shorten. One on meeting with Bill Shorten to discuss the key issues of Australian families.
5 Star Client Satisfaction: Our organisation is built upon your trust, satisfaction and your recommendations. Click here to see what our clients say about us.
Kinds of people Rashesh works with:
Professionals/Executives, Doctors/Specialist, Engineers, IT Professionals and Business owners.
Area of expertise:
Goals setting and high level strategic advice.
Investments and Portfolio Management
Superannuation & Retirement Planning
Personal Risk Insurance (Life, TPD, Trauma, Income Protection)
Tax Planning
Initial complementary comprehensive financial planning consultation .
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15 Bond St, Caulfield North, VIC, 3161
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