Diversification and Ongoing Management After rolling over my super into an SMSF, I sought a disciplined management structure that could provide diversification beyond traditional banking products. Fortis presented a clear framework and maintained ongoing communication throughout the process. The results achieved thus far have been positive relative to my previous experience. Importantly, the management approach appears methodical and risk aware. While I understand that all investments carry risk, the progress so far has been encouraging. The performance has been considerably more favourable than what I experienced throughout my 11 year engagement with my previous financial adviser. Overall, I am satisfied with the relationship and the professional manner in which my SMSF has been handled and grown.
Datum der Erfahrung: 09 March, 2026