Page 57

“Having financial planning, accounting and mortgage broking “Having financial planning, accounting and mortgage broking working together a one-stop-shop ensures group service working together in in a one-stop-shop ensures thethe group cancan service clients’ financial needs,” says. all all of of ourour clients’ financial needs,” IanIan says. The group also continues service clients who longer The group also continues to to service clients who nono longer livelive in in Townsville online video conferencing phone appointment Townsville viavia online video conferencing or or phone appointment and recently launched Fortress Client App. and hashas recently launched thethe MyMy Fortress Client App. “The Client App allows clients their real-time worth “The Client App allows clients to to seesee their real-time netnet worth position and will also have functionality provide information position and will also have functionality to to provide information to to your financial adviser, store important documents, your family your financial adviser, store important documents, seesee your family tree and review your insurances,” says. tree and review your insurances,” IanIan says. “We want clients least once a year Client “We stillstill want to to seesee ourour clients at at least once a year butbut thethe Client App allows clients stay engaged with their finances times.” App allows clients to to stay engaged with their finances at at all all times.”

Continued Continued education education and and personalised personalised face face toto face face financial financial advice advice isis what what sets sets usus apart. apart. SoSo if if you you have have recently recently found found that that your your financial financial adviser adviser has has suddenly suddenly disappeared. disappeared. Come Come inin and and see see usus today. today. Luke Luke Dagge Dagge

Partner Partner | BCom, | BCom, Grad Grad DipDip AppApp Finance, Finance, CFP® CFP®

Valentino Valentino Pikoulas Pikoulas

Partner Partner | Bsc | Bsc (Hons), (Hons), ADFS ADFS (FP)(FP) CFP® CFP®

www.myfortress.com.au www.myfortress.com.au

MyMy Fortress Fortress 6262 Charters Charters Towers Towers Rd, Rd, Hermit Hermit Park Park Qld Qld 4771 4771 3800 3800| |www.myfortress.com.au www.myfortress.com.au

duoma ga zine.com . au

57

Profile for DUO Magazine

DUO Issue 156 November | December 2019  

DUO. The Magazine of the North DUO is an elegant, intelligent publication highlighting style, home, fashion, food, travel, culture and exclu...

DUO Issue 156 November | December 2019  

DUO. The Magazine of the North DUO is an elegant, intelligent publication highlighting style, home, fashion, food, travel, culture and exclu...