SMSF Growth and Structure My overall satisfaction with the relationship established with Fortis has been high. From the outset, the approach to managing my SMSF was structured and professionally presented. The strategy, allocation methodology, and risk considerations were clearly explained before any decisions were made. The growth achieved to date has been encouraging and, in my personal experience, has exceeded outcomes I previously obtained through more traditional structures. I particularly value the transparency in reporting and the accessibility of the monthly cashback component, which has been available when required. In several months, I chose to reinvest rather than withdraw, supporting longer term compounding. The experience with Fortis, the outcomes has been materially stronger than those achieved during my 7 years with my former financial adviser. Communication has remained consistent during both favourable and more challenging market periods, which I consider essential in a professional advisory relationship.
Datum zkušenosti: 23 February, 2026

È raro trovare un servizio clienti così efficiente! Avevo una domanda sul mio account e il team di assistenza ha risposto rapidamente con una soluzione concreta. È raro trovare un servizio clienti così efficiente!
Datum zkušenosti: 26 March, 2025