Please Request a FREE Call Back to book a complimentary Comprehensive Financial Planning consultation valued at more than $660.

Opening Hours

  • Flexible hours by appointment
  • By appointment only

About Fortune Wealth Creation Group

If you're going through a life phase, when you are satisfied with your job or career path and thinking of starting a family. Then, it is the right time to ask yourself the right question.

How much money is enough to suit your needs?

It may seem like an easy open-ended question anyone can answer. However, if you are thinking of investing your hard earned money it can give you sleepless nights.

Here are some of the questions that might boggle your mind further.

  • What are the Investment risks?
  • Where should I Invest, property or shares?
  • What should be the ideal retirement Age?
  • What should I be doing to save on taxes?
  • Am I getting the best deal out of my super?
  • Will my family survive if something happens to me tomorrow?

Who can help?

Rashesh Bhavsar from Fortune Wealth Creation Group certainly can. 

We are award winning boutique financial planning firm focusing only strategies which add significant values to your financial situation and help you to achieve your financial goals much faster than trial and error route.

They provide comprehensive financial planning advice covering all major aspects:

  • Investment strategies for your savings and surplus cash flow to create long term wealth by investing high quality investments which has proven track record of delivering passive income and steady capital growth.
  • Tax Effective Investment Strategies by investing into highly tax effective investments to save tax up to 45%
  • Maximising your super by lowering your fees and by choosing right investment options
  • Life, TPD, Trauma and Income Protection Insurance: Structuring your premiums inside and outside of super with level premiums so it will not increase with your age, most of the premiums from your super and you will get 15% rebate every year on your premiums paid from your super.
  • Estate Planning: Wills and Enduring Power of Attorney to make sure your hard earned money goes to your family smoothly and tax effective way.
  • Debt Reduction: How to pay off your liabilities much faster by minimising your costs and using effective debt paying strategies.

What services they offer?

Fortune Wealth Creation Group is an award winning boutique financial planning firm for all your financial needs.

  • Comprehensive Financial Planning
  • Investments Planning
  • Superannuation & Retirement Planning
  • Personal Insurance
  • Tax Planning
  • Budget Planning
  • Home loans from his trusted network.

If we throw away the technical jagron, in simple words Rashesh Bhavsar helps you Maximize your Savings, Reduces Taxes and utilize your Superannuation to generate wealth for you, all this without you having to do an extra thing than what you currently do. Yes, you read that right, it's without.

What the charges?

Finacial Planning is varies tremendously from person to person. No two Financial Plans can be the same, as will be the fees. What's important though is, Rashesh makes sure that you get much more benefit than what you pay. The proof is five star satisfaction from his clients. His clients loves Rashesh for what he does for them.

Who is Rashesh Bhavsar?

Rashesh Bhavsar is CEO & Co-Founder of Fortune Wealth Creation Group. He is a prominent adviser in the financial planning industry, having worked in some of the best financial organisations in Australia like Colonial First State, Commonwealth Bank and Credit Union Australia.

In addition to his impressive work history and strong education background, he is passionate about his work and helping people in making right decisions. He is actively involved in community and regularly meets with many Australian leaders.

His clients simply love him for what he does and see him as trusted Fnancial Adviser. He gets you the best possible investment of your money without compromising on Quality, Ethics or Customer Satisfaction.

What have been the highlights of his Financial Career?

  • Best Service Quality Award 2012, 2013, 2014, 2015 & 2016
  • Became a proud member of prestigious Million Dollar Round Table (MDRT) Club, 2014 & 2015
  • Featured as an expert on national news channel ABC24, 2015
  • Top 5 Finalist in Association of Financial Adviser (AFA) Excellence in Education Award, 2013
  • Profiled in Top 50 Who's Who Indian Entrepreneurs in Melbourne in 2012, 2013, 2014 & 2015
  • Shared the stage with other industry experts at Trade & Investment Expo in Melbourne, 2013
  • Nominated for the Rising Star of the year, 2012
  • Winner of Best Business Awards in Financial Planning in Melbourne, 2012
  • 5 Star Client Satisfaction:  Our organisation is built upon your trust, satisfaction and your recommendations. 

What makes him different?

Just in case the above information isn't enough for you to make up your mind, here's a little bit more about what sets him apart from the others.

  • One of the most prominent Financial Advisers in Melbourne
  • No product bias, has access to all major super funds and insurance providers.
  • Fee for Service that means no commissions from super & investments and no hidden costs.
  • Comprehensive Financial Planning, not limited to Investments or Insurance.
  • Fixed cost price, no hourly fee
  • Focused on Long Term relationship, not an one-off transaction
  • Complementary & No Obligation Comprehensive Financial Planning Consultation

Anything else?

Fortune Wealth Creation Group is your One Stop Shop.

We work with your Accountant/Mortgage Broker to get you the best outcome, if you are looking right one for you, we already have trusted Accountants/Mortgage Brokers for your home loan and accountancy needs. They are trusted over the years and our clients are very happy with their services.

Read More

Accepted Payment Methods

  • Mastercard / Visa Mastercard / Visa

Languages We Speak

  • English
  • Hindi
  • Gujrati


Level 13 200 Queen Street, Melbourne City Centre VIC 3000

Related Indian businesses you may be interested in

Tax Doctor Your Local Tax Agents & Accountants

Tax Doctor is a Full Services CPA Accounting firm with offices in Blacktown and Casula in Sydney West and Sydney South West. Tax Doctor Your ...

Blacktown, Sydney NSW 2148
View Business Details

Grow Money

Grow Money is a Wealth management Company providing complete Solutions for your Personal and Business needs. Need a Help in Managing Finances...

Eight Mile Plains, Brisbane QLD 4113
View Business Details