Building Wealth Through Investment

At Fortress, you can start investing with as little as $100/month. You probably invest already through your superannuation, but do you understand what you are investing in or what are the best options to build wealth for retirement?


People invest for all kinds of reasons. Many of our clients are investing to save for a house, others to pay for their children’s future education, or even just to prepare for retirement. Whatever your reason is for building wealth, as a member of the Fortress Family, we’ll be here to help you along the way. We combine comprehensive advice with ongoing service to ensure that your investments are aligned with your long term goals.

Fortress Tip: Use the Savings goal calculator to work out how much you need to save to reach your goals.


There are so many investment options out there it can be overwhelming. Fortress recommends products and investments based on your individual goals, investment timeframe and personal risk profile. This will always be done in consultation with you so that you can be 100% comfortable with how your money is being invested. At the end of the day, we will provide you with an appropriate and tailored investment solution that helps you achieve your financial goals.

If you are keen to invest, don’t delay! Time in the market is as important as trying to time the market.

Fortress Tip: Use the Compound Interest Calculator to see the difference between saving now and saving later.


core satellite approach

Core Satellite Approach

  • We use a core satellite approach to provide a diversified portfolio to help improve returns, whilst focusing on protecting your capital.
  • Diversification is the practice of “not sticking all your eggs in one basket”. It is our firmly held view that any robust investment portfolio must be well diversified. Our investment portfolio solutions are diversified across:
  • Asset classes (e.g shares, property, bonds) as different asset classes behave differently in various economic and market conditions
  • Within asset classes (i.e across regions, countries, industries and currencies)
  • Fund Manager (i.e passive and active)
Sustainable Approach

Sustainable Approach

  • We have a sustainable approach with a long term view which overcomes the short term noise in the market.
  • History tells us that markets generate positive returns over the long term. It is our view that clients need to take a long term view when investing, seven plus years at a minimum, to ensure they are giving themselves a sufficient enough amount of time to benefit upward trending returns across the key asset classes.

mathematical approach

Mathematical Approach

  • We use a lot of nerdy maths to make sure your investments are sound, but also positioned for future opportunities.
  • While we believe strongly that over the longer term investment markets trend upwards, we also accept that in the shorter term we have no control over the direction and volatility of investment markets. What we can control is ensuring we enable our clients to make the right decisions and avoid making choices based on emotion that can adversely impact the outcome of their long term investment outcomes.
review and assess

Review and Assess

  • We review our investment options regularly through an ‘investment review committee’ and use research companies such as Zenith and BT Financial Group.
  • We review our investments formally every 6 months in our investment review committee.
  • We attend regular economic and market briefings to position these investments for the future.
  • We do a minimum of 35 hours of professional development every year to ensure our education and knowledge remains at our high standards.
Toowoomba Financial Planners
50 Most Influentional Advisers
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
The information and any advice on this website does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. When considering whether to acquire a financial product, before making any decision, you should obtain the relevant product disclosure statement.

Any outlooks or projections on this website rely on assumptions as stated, however actual results may differ materially from these projections. Past performance is not a reliable indicator of future performance. This website may contain material provided by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. To the maximum extent permitted by law: no guarantee, representation or warranty is given that the information or advice in this website is complete, accurate, up-to-date or fit for any purpose.

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