Melbourne, Australia
Level 13/200 Queen St
N/A
+61 386486505
Toilets
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.
like
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.
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.
A truly professional Financial Planner in our great city of Melbourne. Looking forward to working with you into the Future Rashesh!
Recently my husband and I were fumbling with financial management. Given the halfway mark in our professional careers with lots to reflect on; but also recognising the need to plan our future for a level of financial stability and savvy investments. We approached Rasheshbhai with our conundrum, and he provided valuable time and strategic advice second best to none. It opened so many thinking avenues for us to understand how well the Fortune Wealth Creation Group is positioned from a delivery and results perspective. They say most experts make the real complex seem very simple, our experience was exactly that but do acknowledge the dexterity and depth in our interaction with Rasheshbhai! We surely recommend him and Fortune Wealth Creation Group to anyone who requires savvy financial advice and investment planning services as one of the most productive and grounded professionals in Victoria. Thank you for everything you have done for us. Regards, Shrey & Meghna
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.
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 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.
Deli
The best companies in the category 'Deli'