Welcome!
Please take 2 minutes to fill in this form. This will provide a great kick-start to our meeting.
Note: If you do not have a spouse - leave those parts empty!
We are looking forward to meeting with you!
In order for our first meeting to be focused on what matters, could you please complete your basic information prior.
This information is private, not stored online & sent directly to us.
Check out these validated & benchmarked results of anonymously surveyed clients (by trusted industry third party organisation, CoreData)*
* In a third party anonymous survey (conducted by CoreData) Fortify Financial’s clients rate Fortify Financial as one of the best, and they benchmarked our results compared to the financial planning industry (Australia wide).