Pacesetter’s licensee, Fortnum Financial Advisers, has won the CoreData Licensee of the Year Award for the second year running. Although the Award reflects the votes of advisers, it has a direct and important knock-on effect for our clients. By voting for Fortnum, advisers demonstrated their on-going confidence in the depth and range of support services offered not just to them, but to their clients. Pacesetter’s clients can rest assured that we are well equipped and well supported, to deliver truly progressive financial planning advice. Here are the top four reasons why Fortnum Financial Advisers win awards.
Fortnum’s TOP 4 Differentiators
Fortnum Financial Advisers is known for providing truly bespoke world-class financial advice, where people really do come before products. This is achieved through Fortnum’s tenacious determination to transparently differentiate itself from the traditional advice model in Australia. Fortnum identifies at least ten key ways in which it ensures a client-centred approach.
#1. Among the top four is the ownership of Fortnum Financial Advisers. This is the consequence of a buy-back of shares from an institutional investor in 2014 and puts to rest any question of bias influencing the advice given by Fortnum advisers. Instead, Fortnum is transparently focused on creating financial solutions that are appropriate for each and every client. To this end, the company is committed to innovation and collaboration.
#2. Fortnum has made a deliberate move away from what it considers the shortcomings of the standard financial advice model. That is, Fortnum rejects risk profiling that is template-driven rather than responsive to each client, as well as product recommendations that are generic rather than personalised.
#3. Thirdly, Fortnum has developed an industry-leading objectives-based advice framework and standards, which I believe is among the most progressive available. The framework enhances client and adviser relationships and ultimately, client outcomes.
Fortnum has replaced generic profiling with a highly specific risk appraisal process. Fortnum clients are individuals, not simply members of a demographic group.
#4. Rounding out the top four differentiators is Fortnum’s Approved Product List. Products offered to clients are all evaluated according to their individual features. This is in sharp contrast to the traditional method that has prioritised preferred providers.
Watch a video presentation on The Fortnum Difference.
For more information, please contact Pacesetter Financial Services on 07 3808 2808.
Hayden Ross is a Financial Adviser at Pacesetter Financial Services. Pacesetter Financial Services and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 AFSL 357 306 trading as Fortnum Financial Advisers.
This information does not consider your personal circumstances (including taxation) and is of a general nature only. You should not act on the information provided without first obtaining professional financial advice specific to your circumstances.