Fortis Wealth Management

Fortis Wealth Management Securing Your Financial Future This webpage contains general information only and does not take into account your objectives, financial situation or needs.

Established in 2009, Fortis Wealth Management is a boutique financial planning practice providing straight forward, financial advice. My Goal is to achieve the following:
To provide our clients with the best advice, suited to their needs in a timely manner
To act in an honest and ethical manner for the benefit of our clients
To build a long-term relationship with my clients based on mutual trust a

nd a desire to see you succeed in you financial and personal pursuits


We can provide advice in the following areas:

• Personal superannuation
• Investments and savings plans
• Investment portfolio construction
• Strategic asset allocation
• Retirement planning
• Budget and cashflow planning
• Debt management
• Centrelink and other government benefits
• Salary packaging
• Insurance (life cover, disability, income protection and trauma)
• Deposit and payment products

We also offer ongoing advice and services, including regular portfolio reviews. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please click here www.fortiswealth.amp.com.au to find out more about our financial advice services. Andrew Boyer trading as Fortis Wealth Management is an Authorised Representative of AMP FInancial Planning
ARN 341037
CRN 375003
ABN 35 604 017 371
Andrew Boyer trading as Fortis Wealth Management

28/05/2026
20/05/2026
20/05/2026

Let's welcome our new South Perth member, Kelly from Citrus Finance.

Kelly is an experienced mortgage broker with several years in the industry, supporting first home buyers, investors, PAYG and self-employed clients, SMSF borrowers, and those exploring reverse mortgage options. She is passionate about helping her clients improve their financial literacy and guiding them toward property outcomes they’ve been working hard to achieve.

Her approach is built on education, transparency, and exceptional communication. She takes the time to explain how lending works, what your options truly mean, and how each decision impacts your long-term financial position. From her first conversation through to settlement and beyond, she keeps clients informed, supported, and confident — with clear explanations, timely updates, and no unnecessary jargon.

Kelly also actively invests in her ongoing professional development and upskilling to stay ahead in an ever-changing lending environment. With lender policies, regulations, interest rates, and market conditions evolving constantly, staying current is essential. By keeping across these changes, she can provide advice that’s relevant, compliant, and tailored to today’s lending landscape — not outdated rules.

Above all, Kelly believes every loan should be purpose-driven, client-focused, and structured with the future in mind. Her goal is not just to help you secure finance, but to ensure you understand it and feel confident in the path you’re taking.

📞 0455467618
✉️ [email protected]
🌐 https://www.citrusfinance.com.au/
View member's profile: https://facilit8.net.au/members/citrus-finance/

15/05/2026
13/05/2026

The May 2026 Federal Budget

05/05/2026

Here is the latest decision from the RBA, with a rate rise. How is going to affect your life and ongoing living expenses?

04/05/2026
5 things every tradie needs to protect. Most only think of 1!
04/05/2026

5 things every tradie needs to protect. Most only think of 1!

01/05/2026
01/05/2026

Tradies, Follow us for tips on wealth management

Address

Suite 3, Level 3 9 Bowman Street
Perth, WA
6151

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61437782836

Alerts

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