Fortis Reviews

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

Rowan Talloway 2026.03.03

     

Independent Decision Making Before proceeding, I consulted external advisers. While opinions differed, I ultimately chose to diversify a portion of my superannuation into a professionally managed structure. My decision was based on understanding the strategy and risk framework presented. The relationship with Fortis has remained transparent, and my overall satisfaction level is high based on performance and communication to date.
Date of experience: 03 March, 2026

Useful Report

Heath Calderwood 2026.03.02

     

Perspective Compared with Traditional Banking In my view, traditional banking products have provided limited growth on superannuation savings in recent years. I explored alternative structures with caution and appreciated the clear explanation of risks and objectives provided by Fortis. The managed strategy has delivered outcomes that I consider favourable relative to my prior experience. Cashback has been accessible, although I have often elected to reinvest. My satisfaction with the professionalism and communication has been high.
Date of experience: 02 March, 2026

Useful Report

Digby Harrington 2026.02.27

     

Strategic Allocation Including US Market Exposure The portfolio allocation, including exposure to large US companies and Nasdaq focused instruments, has contributed positively to progress within my account over the past year. The strategy has been presented in a disciplined and analytical manner. Adjustments have been explained clearly, and market volatility has been addressed with transparency rather than avoidance. My overall satisfaction with the relationship remains strong.
Date of experience: 27 February, 2026

Useful Report

Clive Merriweather 2026.02.25

     

Long Term Relationship and Increased Allocation Over time, my level of comfort with the Fortis management framework increased. As performance and communication remained consistent, I made the decision to allocate additional funds under management. This decision was based not solely on returns, but on the professionalism demonstrated in ongoing updates and the structured risk management approach. The relationship has been maintained in a transparent and measured manner, and my satisfaction with the service level has remained high.
Date of experience: 25 February, 2026

Useful Report

Fergus Mallory 2026.02.24

     

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.
Date of experience: 24 February, 2026

Useful Report

Callum Thornbridge 2026.02.23

     

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.
Date of experience: 23 February, 2026

Useful Report

Stephen Browning 2026.02.19

     

Sensible Super Management With Ongoing Support What I value most is that my SMSF is being managed with care and consistency. Communication has been clear, and questions are answered directly. Returns have been reasonable, and more importantly, the structure and oversight give me confidence that my super is being handled properly for the long term. It’s been a positive and professional experience so far.
Date of experience: 19 February, 2026

Useful Report

John Authers 2026.02.18

     

Best decision was to join them Initially, my bank expressed concerns about the safety of this type of investment. However, after more than two years of current experience, the results have spoken for themselves. The investment has performed exactly as promised and has generated returns that exceeded my original expectations. Withdrawals have been processed smoothly via the blockchain and transferred to my bank without issues, which ultimately demonstrated the legitimacy and effectiveness of the structure. From a results-driven perspective, this has proven to be a well-executed and reliable investment experience.
Date of experience: 18 February, 2026

Useful Report

Javier Blas 2026.02.17

     

Great Trading Company From an investor’s perspective, the results have been very solid. Monthly income has been delivered consistently and on schedule, which is a key factor for capital planning. Funds have been managed with discipline and professionalism, and communication has been clear and efficient throughout.
Date of experience: 17 February, 2026

Useful Report

David McKenzie 2026.02.16

     

Comfortable With How My Super Is Being Managed I’ve had my SMSF with Fortis for a while now and have found the experience reassuring. The setup process was methodical, and compliance was clearly taken seriously. The performance has been reasonable and consistent, and I like that there is no pressure or unrealistic expectations set. For me, the main value has been peace of mind and proper oversight of my super. So far, it has met my expectations.
Date of experience: 16 February, 2026

Useful Report

Robert Hastings 2026.02.13

     

A Practical Approach to SMSF Investing After retiring, I wanted my super to keep working without constant involvement from me. The SMSF structure and ongoing management have been straightforward and well explained. What I appreciate most is the discipline around risk and the regular updates. I feel informed without being overwhelmed, and the account has behaved much as it was explained to me at the start. It’s been a sensible solution for my retirement planning.
Date of experience: 13 February, 2026

Useful Report

Rupert Henshaw 2026.02.12

     

Results Based on Firsthand Experience Before proceeding, I took into account general concerns raised by third parties. After more than two years of involvement, the investment has operated as outlined, with consistent performance and straightforward withdrawal procedures. From a practical standpoint, the experience has been dependable and well organised. Based on my own experience, the results have been excellent. The monthly income structure works exactly as outlined and has been paid consistently and on time. The team has managed my funds in a highly professional manner, demonstrating strong expertise and attention to detail. What stood out most was how approachable and supportive they were throughout the process, even more friendly and responsive than I initially expected. Overall, it has been a very well-managed and reassuring investment experience.
Date of experience: 12 February, 2026

Useful Report

Hugh Wellington 2026.02.11

     

Reliable Service With One Minor Drawback Overall, my experience has been positive. The account works as explained, trades were executed as promised, and funds were sent without issues when requested. The cashback was also paid correctly and on time, which helped build confidence early on. Communication has been clear, and I’ve found the process to be organised and professional. There were no surprises in terms of how the account operates, and performance aligned with what was discussed. The only downside from my perspective is that the performance fee needs to be paid separately, rather than being automatically deducted. It’s not a deal-breaker, but it would be more convenient if it were handled internally.
Date of experience: 11 February, 2026

Useful Report