Long Term Outlook Following SMSF Setup The decision to establish an SMSF and entrust Fortis with assisting in its management was based on a desire for a more active investment strategy. The team outlined both the potential benefits and associated risks clearly before any allocation was made. To date, the growth achieved has been encouraging within the broader market context. I have appreciated the transparency in reporting and the structured approach to capital allocation. My satisfaction with the relationship and service level has been high. Based on my personal experience, the results have compared favourably to those achieved during my 12 year relationship with my old financial adviser.
Datum izkušnje: 06 March, 2026