Services

We offer holistic financial planning and investment advice, and risk management and insurance services by working closely with you and your team of financial professionals. Our goal is to assist you achieve agreed financial milestones by providing personally tailored advice and services including:

Wealth Creation

Our Wealth Creation strategies are developed and tailored to your needs through understanding your financial and lifestyle goals. We maintain strong partnerships with leading firms, such as Deloitte, to deliver what we believe is the most appropriate advice for you and your needs. Durand Financial Services has a full Australian Financial Services licence so we are able to offer you a comprehensive range of financial planning advice covering:

We have regular review processes in place to address changes in your personal circumstances to help keep your investment plan on track.

Superannuation

Our experienced advisers offer superannuation advice for individuals and businesses. Our personal superannuation advice covers a number of options for managing your superannuation and retirement savings. We offer professional advice on:

Retirement Planning

We assist clients at every stage of their financial lives, including those transitioning to retirement and retirees. We help our clients to grow and manage their retirement income through tailored retirement planning advice in the following areas:

Insurance/Financial Protection Strategies

We can help you develop the financial protection appropriate for your personal needs including strategies for:

In addition, we provide tailored advice in the area of Business Insurances, including:

By understanding your overall financial and personal situation, we strive to implement an appropriate insurance strategy for you and your business.

Other services

We know that a well devised financial planning strategy should consider and incorporate all aspects of your financial and lifestyle position. Our strong industry partnerships help us to work towards achieving your needs and objectives.

We have access to accountants, solicitors and other professionals, to be able to offer you comprehensive advice for your personal circumstances and goals. If you would like access to any of our services offered by our leading partners, please contact us and we can arrange someone to contact you at a convenient time.

Make an appointment

To arrange an appointment, please contact us today on 03 9909 7553, or alternatively, email us and we will contact you to arrange an appointment.

We recommend you complete the following 5 minute financial health check, prior to your appointment, to give us an initial understanding of where you currently are, allowing us to tailor your appointment to your needs.

* IMPORTANT: Durand Financial Services and/or Fortnum Private Wealth Ltd are not responsible for any information or claims made by any third party that may be accessed via these links. 

Our services

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