Fortune Wealth Creation Group

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.

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.

Fortune Wealth have been our advisors for the last couple of years and its been an amazing journey. Rashesh & Darshana are true professionals full of knowledge on all fields leading to financial well being. The best thing I like is the regular check-ins and the urge to innovate and always lookout for new opportunities. Its a dynamic market out there and we need someone with genuine care to manage our future well being. I am so glad to be part of Fortune Wealth Family and to have found someone to trust and depend on. Thank You team!

I came to Fortune Wealth to discuss my available options for future financial planning. I was very impressed with the personalised professional service and advice given to me by Rashesh. The information was tailored specifically to suit my situation and future needs, I have no hesitation in recommending your services.

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.

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.

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.

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

A truly professional Financial Planner in our great city of Melbourne. Looking forward to working with you into the Future Rashesh!

We know Rashesh since 2013. He is fantastic with his work. We really appreciate him for His hard work and guidance. He is.very honest and reliable family financial planer.

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.

We were looking for a trusted financial adviser for our needs. I met Rashesh through our common friends. They spoke highly about Rashesh. He explained everything in detail and provided the right advice for our situation. Very friendly and helpful. Highly recommended.

We were looking for a financial adviser and met with Rashesh through our common friends. He is highly professional and genuinly looks after his clients. Looking forward to have long term relationship with him.

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.

Been going to Mr Rashesh from past 2 years and have never regretted. Very knowledgeable and sincere person. My accounts super and insurance were all over the place. But now everything is in order. Thanks to Fortune Wealth Creation Group and specially Mr Rashesh

Mr Bhavsar had been recommended by a friend, and we have been with him over a year and has helped us stabilising and securing our finances. We have now found a sense of comfort knowing that our family is safe in any adverse events, purely based on the recommendations received by our advisor and after us accepting to take his advice. Thank you Rashesh

I was referred to Rashesh through my friends. Rashesh has done a great job with my finance planning as well provided me great advise towards the growth YOY. Definitely refer to my friends.

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!

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.