Fortis Reviews

Peter Cadwell 2026.03.30

     

Organised and Transparent Service What stands out most is the clarity in how the account is managed. The structure, fee model, and withdrawal process were all explained upfront. I have been able to follow performance and understand how positions are managed. The service has felt organised and consistent.
Date of experience: 30 March, 2026

Useful Report

John May 2026.03.26

     

Great Methodical Strategy Fortis operates with a structured investment model that is clearly explained from the outset. I have found the reporting transparent and the communication measured. The approach has felt risk aware rather than aggressive, which is important to me as an investor. My experience has been positive so far.
Date of experience: 26 March, 2026

Useful Report

Barry Parker 2026.03.25

     

Structured SMSF Management with Consistent Communication My experience with Fortis, particularly in relation to my SMSF allocation, has been structured and professionally managed from the outset. Before proceeding, the framework was explained clearly, including how performance is measured, how fees are applied, and how withdrawals are handled. This level of clarity was important to me given the compliance obligations attached to superannuation funds. The management approach has been disciplined rather than speculative. Reporting has been transparent, and I have been able to monitor the account with full visibility of positions and performance. Updates have been provided consistently, not only during strong market periods but also when conditions required more cautious positioning. What I appreciate most is the systematic structure. The strategy appears methodical and risk aware, with diversification across sectors rather than concentration in one theme. The cashback component has been clearly outlined, and in some instances I have chosen reinvestment to support longer term compounding rather than withdrawing it. Overall, I have found the relationship professional, organised, and transparent. For anyone seeking a managed structure for superannuation or long term capital allocation, my experience has been constructive and aligned with what was discussed at the beginning.
Date of experience: 25 March, 2026

Useful Report

Mick Pelly 2026.03.24

     

Fortis Good Managed Investment Fortis has delivered a managed investment experience that is structured and professionally communicated. Questions are addressed promptly, and reporting is straightforward. The strategy appears systematic, and I value the transparency in how the account is operated.
Date of experience: 24 March, 2026

Useful Report

Larry Mclntyre 2026.03.23

     

Disciplined Investment Strategy with Clear Performance Structure Fortis has provided a managed investment structure that feels organised and carefully implemented. From onboarding through to ongoing management, the process has been explained clearly, including the performance model, reporting schedule, and withdrawal procedures. The account performance has progressed steadily within the parameters discussed. I particularly value the transparency around how positions are entered and exited, and the fact that communication remains measured rather than overly promotional. The approach appears systematic, with diversification across asset classes and sectors. During my time with the platform, I have been able to monitor performance easily. Questions have been answered directly and without delay, which builds confidence in the operational side of the service. The cashback structure has been accessible, and I have had the flexibility either to withdraw or reinvest depending on my preference at the time. Importantly, the strategy does not feel impulsive. It is structured, disciplined, and communicated in a way that aligns with a longer term investment perspective. My overall satisfaction with the relationship and service delivery has been high.
Date of experience: 23 March, 2026

Useful Report

Robert Aubery 2026.03.20

     

A Good Income and Structured Approach Fortis has supported the management of my SMSF in a structured and methodical way. The investment approach was clearly outlined before implementation, and ongoing communication has been consistent. Performance has progressed in line with expectations, and I value the clarity around withdrawals, fees, and account reporting. The experience has been organised and professionally delivered.
Date of experience: 20 March, 2026

Useful Report

Ken Dillion 2026.03.19

     

Good Management and Great Scheme The management framework presented by Fortis has been organised and easy to follow. Communication has remained professional, and expectations have been explained realistically. I have found the account monitoring process clear, with regular visibility over performance. The overall structure feels deliberate and disciplined.
Date of experience: 19 March, 2026

Useful Report

Ashley Grech 2026.03.19

     

Transparent and Accurate From the beginning, Fortis provided a clear outline of how the managed account operates. The performance structure and terms were communicated transparently. Updates have been provided consistently, and the approach appears systematic rather than speculative. I appreciate the clarity around account movements and reporting.
Date of experience: 19 March, 2026

Useful Report

Trevor Mclivenna 2026.03.18

     

Well organized and worth it My experience with Fortis has been straightforward and professionally handled. The onboarding process was organised, and the structure of the account was clearly explained. I have been able to monitor the account regularly and receive updates when appropriate. The team has been responsive whenever clarification was required. The overall process has felt controlled and well managed
Date of experience: 18 March, 2026

Useful Report

Ben cranke 2026.03.18

     

Best investment I engaged Fortis to assist with managing part of my SMSF allocation. The structure was explained clearly from the beginning, including compliance considerations and performance reporting. The performance to date has been steady and aligned with the strategy discussed. I appreciate the transparency in reporting and the disciplined approach taken toward risk management. Overall, I am satisfied with the professional handling of my superannuation structure.
Date of experience: 18 March, 2026

Useful Report

Jarrah McAllister 2026.03.17

     

Enhanced Portfolio Growth with the Benefit of Monthly Cashback Having maintained my own share portfolio for an extended period, I was initially cautious about transitioning to an externally managed structure. However, the performance achieved so far has exceeded what I had previously experienced. The team has maintained clear communication and a structured allocation strategy. The difference in consistency has been noticeable. The monthly cashback feature has been particularly beneficial. In several months, I elected to reinvest it to support compounding growth, which has enhanced overall progress. I remain satisfied with the relationship and the professional standards demonstrated.
Date of experience: 17 March, 2026

Useful Report

William Mackay 2026.03.16

     

Disciplined Management with Noticeable Performance Improvement I previously managed a diversified share portfolio independently. While I was comfortable with the approach, I did not expect the performance improvements I have observed since engaging Fortis. The portfolio strategy appears methodical and responsive to market conditions. The results to date have compared favourably with my prior experience. The cashback element has been one of the more attractive features. It has contributed positively to overall returns and provided flexibility in how I manage my capital. My satisfaction with the service and professionalism has been strong.
Date of experience: 16 March, 2026

Useful Report

John Sylvester 2026.03.16

     

A Structured Approach That Exceeded My Expectations Before working with Fortis, I had an established share portfolio that I believed was performing adequately. However, after experiencing the structured management approach provided here, the comparative results have been stronger than I anticipated. The strategy is clearly communicated, and updates are provided consistently. I value the disciplined approach to allocation and risk awareness. The cashback feature has been a welcome addition. It has either provided accessible income when needed or been reinvested to enhance long term growth. Overall, my experience has been positive and professionally managed.
Date of experience: 16 March, 2026

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Tony Dempsey 2026.03.10

     

Stronger Outcomes Compared to My Previous Share Portfolio Prior to engaging Fortis, I managed my own share portfolio for many years. While I achieved reasonable outcomes, I often found the process time consuming and inconsistent. Since transitioning to a managed structure with Fortis, the results achieved have exceeded my personal expectations when compared with my previous portfolio experience. The allocation strategy was clearly explained, and communication has remained transparent throughout. One feature I have particularly appreciated is the monthly cashback component. It has provided flexibility, and in several instances I chose to reinvest it to further support portfolio growth. My overall satisfaction with the relationship has been high.
Date of experience: 10 March, 2026

Useful Report

Greg Morisson 2026.03.09

     

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.
Date of experience: 09 March, 2026

Useful Report

Ronald Wade 2026.03.06

     

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.
Date of experience: 06 March, 2026

Useful Report

Stewart Linton 2026.03.06

     

Confidence in Strategy After Rollover Transitioning my super into an SMSF was a significant decision. I chose to proceed after receiving a clear explanation of how the portfolio would be managed and monitored. Since the rollover, the funds have been allocated across diversified sectors, including exposure to international markets. The performance so far has been positive relative to my previous structure. I recognise that investment outcomes cannot be guaranteed, but the disciplined management approach has provided reassurance. Communication has remained consistent, and my overall experience has been constructive.
Date of experience: 06 March, 2026

Useful Report

Byron Kinsella 2026.03.05

     

Super Rollover and Managed Structure After careful consideration, I made the decision to roll over my superannuation into a Self Managed Super Fund structure in order to have greater control over asset allocation. Following this transition, I engaged Fortis to assist with the management and strategic investment of the funds. The process was explained clearly, and I appreciated the structured approach to diversification and risk management. The performance achieved so far has been encouraging and aligned with the objectives discussed at the outset. While I understand that markets fluctuate, the progress to date has been satisfactory. My overall satisfaction with the relationship remains high due to the professionalism and ongoing communication.
Date of experience: 05 March, 2026

Useful Report

Hamish Delaney 2026.03.04

     

SMSF Growth and Long Term Outlook The management of my SMSF allocation has been undertaken with attention to diversification and risk control. The growth achieved thus far has been encouraging, although I recognise that market conditions can vary. My satisfaction with the relationship remains high due to the disciplined process, accessibility of funds when required, and consistent communication. The outcomes have exceeded those I experienced during my 18 years with my former financial adviser by miles.

Useful Report

Alistair Whitcombe 2026.03.03

     

Consistency and Professional Conduct What stands out most in my experience has been the consistency of updates and the structured approach to management. The team communicates during both positive and negative market periods. The cashback feature has been straightforward, and on multiple occasions I chose reinvestment rather than withdrawal. The overall relationship has been professional, measured, and satisfactory.
Date of experience: 03 March, 2026

Useful Report