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Building and protecting your wealth

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DIFFERENT NAME - BROADER SERVICES

In 2019, two of Toowoomba's most well-known financial planning firms, Fortress Financial Solutions and Monash Group Financial Planners, came together under the Gallagher banner.

We are pleased to announce we have retired the Fortress and Monash names for good, and are officially operating under Gallagher.

Our level of commitment to our clients remains the same.

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Welcome to GALLAGHER 

The advice and guidance we can offer you will improve your overall wealth position whether you are just starting out, raising a family, running a business or slowing down for retirement.

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Toowoomba Based Financial Planners

Based in Toowoomba on the Darling Downs, Gallagher (formerly Fortress Financial Solutions & Monash Group Financial Planners) are a locally based financial planning practice that likes to do things differently. Our dynamic and motivated team give a fresh perspective on financial advice and create financial solutions tailored to you and your family. When you need comprehensive financial advice, these savvy Toowoomba financial planners guarantee to make managing your money and creating wealth a whole lot easier.

Gallagher can assist you through every new chapter of your life – to help celebrate milestones and achievements and also to provide advice and guidance when life throws you a curve ball! We develop client relationships built primarily on trust and successful outcomes that last a lifetime and create a legacy. We also have a lot of fun along the way!

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Starting out

You have a 'real' job, you're settling down, getting married, buying your first home or perhaps starting a family. This is an exciting time however, there is a lot at stake so it is important to consider your finances and put a plan in place for yourself and your family.

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Half Way

Your weekends are now gone on kids' sports and activities or driving them from one commitment to the next. This is the time to think about providing a comfortable lifestyle for your family in the future.

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Retirement

You now have both eyes on the prize - how and when you can retire! You probably want to spend more time with your adult children and possibly grandchildren. You are at the peak of your earning power, so a plan is vital at this stage.

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Our Expert Team

Tracey Grose

Renee Tregoning

Jaime Bell

Testimonials

The Fortress team are all professional and friendly. Their professional advice and service was outstanding throughout our entire dealing with them and I highly recommend them. It was a delight to do business with them and I look forward to engaging the Fortress team again.
Emily H.
Emily H.
The team at Fortress were a great help in easing the stress of my financial worries. Emma was very helpful and was full of advice when it came pointing me in the right direction for my future.I would definitely recommend these guys as everything was explained in simplistic terms ensuring I understood what I was looking at!!
gab R.
gab R.
We loved working with Chris and the team. So supportive, knowledgeable and easily accessible. We will continue to work with these guys for many years to come!
Madeleine A.
Madeleine A.
Emma and the team of Fortress Financial Solutions are incredible. From the view of someone in a professional field, their process and procedures through education and high standards are impressive. Financials and Insurances, I always found overwhelming, however with Emma’s help and knowledge the whole process packaged together seamlessly and thoroughly. My best interests were always at their priority when it came time for decisions to be made, along with my future in mind. I highly recommend their services, no matter what stage in life you are, or how complicated you feel your finances may be.
Amanda T.
Amanda T.
In September 2017 I snapped my Achilles and had to claim on my accident and illness policy. Chris, Emma and Ashley made the whole claims process as easy as possible. I had to contact Emma on numerous occasions with my claim, all her replies were prompt, with nothing too difficult for her to sort out for me. I would recommend the team to anyone.Thank you again, Chris, Emma and Ashley.Liam Francisco
Liam F.
Liam F.
Chris black and team have a very strong focus around doing the right thing for their customers. Their service is outstanding. Well worth speaking to.
Ben G.
Ben G.
Cut through the jargon and provided creative solutions to a raft of financial issues for us. Highly recommend
Jon C.
Jon C.
Emma and Chris and quick to respond to queries and provide fulsome and easy to understand answers. Highly recommended.
Mike M.
Mike M.
Fabulous service and advice. Thank you
Maree G.
Maree G.
Chris from Fortress Financial Solutions was able to point us in the right direction with some really helpful advice, that we feel will greatly benefit our situation in the years to come.
The Met H.
The Met H.
Experts in their field! A big thank you to Chris, Emma and the team, you are amazing.
Chanele L.
Chanele L.
From a very friendly welcoming at the front desk, right through to a highly educational consultation with Chris, our experience with the Fortress team was nothing short of fantastic.A very thorough pre-questionnaire enabled our face to face consultation time to be individually tailored to our needs and wants, and we left with a very clear plan going forward to help secure our immediate and long-term financial future .Highly recommended.
Adam K.
Adam K.
Chris Black is a financial adviser who is truly interested in our needs, circumstances and goals. A strong attribute of Chris is the way he took the time to get a feeling for the position we were presently in and carefully charted a plan to match and achieve what we wanted. It is refreshing to engage with a professional with a careful, common sense approach and at the same time be able to articulate his ideas in an easy to understand way. The whole Fortress Team works hard to create a professional, ethical and caring atmosphere, making dealings pleasant while earning our trust and respect. We strongly recommend Fortress Financial services and believe that they have played a significant role in building and maintaining our financial position.
Roger C.
Roger C.
Chris and the team have been fantastic, the advice we have been given is always clear and easy to understand. You would have to look VERY hard to find a nicer group of people.
Darren T.
Darren T.
Chris worked with us to grow our wealth and protect ourselves with appropriate insurance. We thought we were too young to see a financial planner, but Chris specialises in wealth accumulators (i.e. young people just starting out!). He helped us set up good habits that will last us throughout our lives.
Emma & Jason D.
Emma & Jason D.
The team at Fortress is always ready to go the extra mile - would recommend in a heart beat!
Sharne L.
Sharne L.
Chris, Emma, Ashley and the Team have a great approachable manner and a conscientious approach to their work - I would highly recommend them
Enterprise L.
Enterprise L.
The Fortress Team are a approachable, knowledgeable and professional team. Chris knows his stuff and will go the extra mile to help his clients. Would highly recommend Fortress for the financial planning needs.
Kate W.
Kate W.
Chris is an extremely professional and approachable specialist. He is able to efficiently and easily help you get on the right track, whatever your goals may be. His team are extremely pleasant and professional, showing the utmost care and efficiency in all they do. I doubt you would find a more dedicated team than Fortress Financial team and I have no trouble recommending Chris.
Teagan S.
Teagan S.
Chris makes working with a financial planner enjoyable. His advise was incredibly helpful and we knew that he genuinely had our best interest at heart.
Kathryn B.
Kathryn B.
Made the whole process easy and kept us informed every step of the way
Mark C.
Mark C.
We would like to thank Chris & the Team at Fortress Financial Services for the work they have done for us in relation to our Personal Finances & Insurances. It is really refreshing to work with a team truly interested in the client’s needs . Fortress take a holistic view of your situation and are always contactable, courteous and helpful . Having now dealt with Fortress Financial on a personal and professional basis I have no hesitation in recommending their services with complete trust and I look forward to a continued relationship with the team.Pat and Sam– Client's Since 2015.
patrick H.
patrick H.
Chris is a very reasonable financial advisor in managing our Superannuation and insurance. His explanations for complex financial issues has been reasonable. He accomodates advise according to various circumstances. Thanks Chris.Ashwini Durgesh
ashwini G.
ashwini G.
Chris & the team at Fortress Financial Solutions know and understand their industry. We engaged their services to assist us with our life insurance & superannuation. We now have the correct cover and with Chris's knowledge now know how to keep a track on it. Thank you Chris & the Team.
Sophie M.
Sophie M.
I have known Chris Black for around 10 years he looks after me & my Husbands Life & Super Insurance I would highly recommend Fortress Financial Solutions great team.Thank you
Michelle O.
Michelle O.
Chris and the team at Fortress have been advising my family and I for the past few years, I could not speak highly enough of the professional level of knowledge that Chris and the team are happy to share. Highly recommended, Fortress Financial, keep up the good work!!
Luke S.
Luke S.
I would highly recommend Fortress Financial Solutions. Chris and his team are highly knowledgeable, friendly and reliable.
Kellie W.
Kellie W.
Fortress Financial & Chris Black has helped my family and I for several years with our wealth and insurance policies. They take the time to research the options and clearly explain them to me. I regularly refer clients of mine to Fortress. For a trusted financial advisor Iook no further than Fortress Financial.
Julian C.
Julian C.
I have been a client of Fortress Financial Solutions since 2015 and find Chris to be very knowledgeable, generous with his time, and approachable.Chris and Emma make a great team, and the firm is well worth checking out if you are looking for financial advice or planning in the Toowoomba area.
Stacey C.
Stacey C.

Get in touch

  • 07 4639 7160

  • 07 4639 7144

  • 15 Isabel Street, Toowoomba QLD 4350

Free parking is available at the rear of our building, accessible via Baty Lane or Clifford Street.

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  • About Gallagher
  • Important information

Gallagher Benefit Services Pty Ltd

ABN 49611343803

AFSL 488001

15 Isabel Street

Toowoomba QLD 4350

Level 12, 80 Pacific Hwy

North Sydney NSW 2060

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