Financial Peace of Mind

Financial Peace of mind

Providing personalised financial planning, insurance and investment services, My Fortress helps clients reach their life goals.

Ian Bowrey Chief Financial Officer

Through an advice process revolving around education, My Fortress ensures clients’ financial goals are met by taking into account their superannuation, investment, insurance and estate planning needs.

“We run over 40 educational seminars each year focusing on investment strategies, retirement and borrowing to invest,” says Group Chief Financial Officer Ian Bowrey.

“As the Group Chief Financial Officer, I lead the strategic direction, operations, finance and human resource components across the three businesses — My Fortress, Austax Townsville and My Mortgage Partner.”

Locally owned and operated, My Fortress has been servicing the Townsville market for over 30 years as Dalle Cort Financial Services. The business employs over 60 staff including eight financial advisers, 12 accountants and a mortgage broker and is located in the Fit for Life Financial Services Centre in Hermit Park. As well as financial planning, the centre also includes Austax Townsville, which provides tax and accounting services and My Mortgage Partner, which provides mortgage-broking services.

Having financial planning, accounting and mortgage broking working together in a onestop-shop ensures the group can service all of their clients’ financial needs. Clients have access to a collective of finance professionals working together to achieve their goals — a truly innovative centre with all clients’ financial needs under one roof.

“My Fortress is investing heavily in technology to ensure you can interact with us when and how you want.”

“My Fortress provides holistic advice and offers financial planning, insurance and investment services. This includes a personalised plan to help you meet your goals based on your priorities, spending habits and attitude to risk,” Ian says.

“Our group has a culture of ensuring clients are always better off from utilising our services and my job is to make sure we strive towards that every day.

“We have over 2500 financial planning clients that rely on our expertise to help them achieve their goals.”

Ian spent eight years working with global accounting firm PwC before joining My Fortress to lead the business. While the client base is predominantly located in Townsville and surrounding areas, technological advances allow My Fortress to service clients across Australia.

“My Fortress is investing heavily in technology to ensure you can interact with us when and how you want,” Ian says.

Build and protect your future with My Fortress

My Fortress is an Australian wealth management company working with over 3000 members to provide expert financial advice and secure lifestyles regardless of their financial situation or life stage. www.myfortress.com.au