Superannuation Performance and Communication
Fortis has managed a portion of my superannuation portfolio with a disciplined and methodical approach. The performance delivered thus far has aligned with what was outlined at the commencement of the relationship.
The team provides regular updates and explanations regarding portfolio positioning. This has given me confidence that decisions are based on market analysis rather than speculation. The cashback structure has been clear and accessible, although I have frequently requested reinvestment to support continued growth.
Overall, my experience has been professional and satisfactory, and I consider the relationship constructive and well managed.
Datum der Erfahrung: 24 February, 2026
Datum der Erfahrung: 24 February, 2026