Fortune Wealth Creation Group

Our advisor for years, Rashesh, has always been top-notch. He has always struck me as knowledgeable and professional. He always explains things in plain English and has helped me keep pace with my financial plans. We have made meaningful progress in achieving our financial goals. He is not just our family's financial advisor but also a reliable friend who we can call at odd hours.

He is trustworthy, and I believe my financial future is in good hands. He genuinely cares about giving his clients the greatest counsel, and we completely trust him as a part of our family.

We recently moved to Australia three years ago. We were looking for a reliable financial planner in Melbourne, and we discovered Rashesh through his positive reviews. After meeting with Rashesh, we found him to be really helpful and highly knowledgeable. Rashesh spent plenty of time helping us understand our priorities in life and financial goals. We have made meaningful progress in our investment journey in the last year and have a clear direction for the future.

I highly recommend Rashesh and Fortune Wealth Creation Group to those seeking to make a meaningful change in their situation. He is honest, trustworthy, and a pleasure to deal with.

I am a Senior IT professional and have been a client of Rashesh and Fortune Wealth Creation Group for the last eight years. Rashesh was introduced by my accountant, who spoke highly about him. We were a young IT couple that time when we took his advice. Since then, he has been looking after all our financial planning affairs and ensuring we are on track with our life goals. After so many years of being his client, I can confidently say that he truly puts his heart into what he does.

We found him and his wife, Darshana, to be genuine, professional, and trustworthy, which is hard to find nowadays.

I came to know Rashesh through our common friends about five years ago. They spoke highly about him. We were new to Australia and we're looking for a trusted financial advisor for my family. We wanted to understand the concept of financial planning and create the right financial plan to protect my family and create a long term wealth. Rashesh not only made genuine efforts to identify our needs but also made sure that we understood everything before we proceed. After five years working with him, I can say confidently that Rashesh looks after his clients with genuine care and professionalism. I highly recommend Rashesh and his financial advisory firm Fortune Wealth Creation Group to families who are looking to get the right financial advice.

Our journey with Rashesh, who has served as our advisor for the past few years, has been incredible. Rashesh and his team are specialists who are well-versed in all subjects that affect financial security. I like best frequent check-ins, the drive to innovate, and the constant search for new opportunities. We need someone who genuinely cares about handling our future well-being in this volatile economy. I'm happy to be a part of the Fortune Wealth Family and have met a trusted family advisor.

I was searching for top financial planners in Melbourne five years ago and I met Rashesh. We met him to discuss our superannuation and life insurance needs. He understood our needs and explained everything in detail. During the last five years, he was regularly in touch with us and reviewed our situation. We never had a doubt in advice from the beginning and after five years we are glad about our decision to become his clients. He not only became our trusted financial adviser but also became a family friend. Highly recommended to anyone who is looking for trusted financial advice.

Rashesh has recommended through my cousin. He spoke highly about him. I did not realise the value of good financial planning advice until I met Rashesh. He clearly understood my situation and guided us in the right direction in our best interests. He is very thorough in his field and truly cares about his clients. Highly recommended to anyone who is looking for trusted family financial advisor.

Rashesh has been an incredible find for us. He has been our financial advisory go-to for the last 5 years and still going strong. He explains things well and helps improve our financial literacy. As a result, the direction of the financial decisions are based on logic, practicality and reality. His incredible knowledge driven by his passion for research has made many decisions easy for us and has provided great return and reward.

He also looks to improve personal relationships to understand the clients motivators, their goals and aspirations. Both him and his wife, Darshana, are wonderful people, and it has been wonderful getting to know them professionally and personally.

We were looking for an independent financial planner in Melbourne who would direct us in right direction. Rashesh has done a great job in understanding our needs and goals. He has helped us in reducing the fees and costs in superannuation significantly, structured the life insurance in superannuation which will not increase with age and created an appropriate investment strategy.

We are extremely happy with Rashesh's service and professionalism and after every meeting we feel more confident with the path ahead. Genuine advice provided and highly recommended."

We are a family with young kids and did not have the right financial plan. By searching best financial planners Melbourne; found Rashesh through his great client reviews. His approach to understanding his clients' needs and keen desire to help them is exceptional. Certainly, he went beyond our expectations and became our family adviser for me and my family.

I met Rashesh five years ago to review my superannuation and personal insurance needs. Financial planning concept was new to me that time. He understood our needs and made sure that we take an informed decision. During the last five years, he has constantly reviewed our situation and offered the appropriate advice to get the best possible outcome. Certainly, he has become our trusted family financial adviser for our important financial decisions.

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.

I came to Melbourne five years ago. I am a Civil Engineer by occupation. I have just built my first home and I was looking for trusted financial adviser for my personal financial planning needs. Rashesh is my family friend and I approached him for the advice. He has explained everything in detail and saved us significant amount of money by finding most appropriate solutions for our needs. I will recommend him highly to anyone who is looking for genuine financial advice.

Rashesh provides a fantastic service. He is very knowledgeable, responsive and explains everything clearly. His desire to teach us to improve our financial literacy means that, while we take his advice, we feel 100% in control of how we manage our finances.

Rashesh is not only a great and knowledgeable financial planner but also a very friendly person. I have recently moved to Melbourne from Singapore. He's helped me to find the right life insurance products to replace my Singapore ones based on my needs and budget. But it is just the 1st step. I will definitely work with Rashesh to manage my investment/superannuation. More importantly, becoming friends rather than just professional relationship.

I am a Senior IT Professional and got the recommendation of Rashesh through our common friend. I had no idea about Life Insurance and catches around it. Rashesh is very professional and has immense knowledge of financial planning. He helped in saving big bucks for me by his experience and also save guarding my family by providing a 360-degree plan covering all aspects of my life. Anybody in need of genuine financial advice, Rashesh is one call away.

I am a working woman with young kids. I was looking for top financial planners in Melbourne and then we found Rashesh. From the very first meeting, Rashesh made us comfortable and explained the step by step process with proper explanation. I could see his passion for helping his clients in making the important decisions right. Hard to found adviser like him who is dependable and full of enthusiasm.

We were looking for fee based independent financial planner in Melbourne. We have asked our accountant and he has referred us to Rashesh. He has spent more than three hours in first meeting and explained each strategy in detail. Our previous financial planner did not provide any service or personal attention. We are quite happy with what he recommended and very much impressed with professionalism and personal care.

It was absolutely great to come across Rashesh while searching a Financial Planner. He has thorough and extensive knowledge to pass on to clients as per their needs. He does keep himself updated from time to time. His financial advice has helped my family to channelise our financial aims & goals.
I highly recommend Fortune Wealth Creation Group for any of your financial needs!!

Definitely worth having the guidance on my superannuation. Had a previous financial planner but not happy with his advice. Rashesh explained everthing in detail and in plain language. He made genuine efforts to understand my situation and my goals. He is very knowledgable and has care factor for his clients.