The Fortress Wealth Hub

The Fortress Wealth Hub is a fantastic and easy to use, online tool that helps our clients make their money go further so that they can do more of the things they love.

From only $40 per month, you can easily manage and track all of your finances in one fully automated online solution.

WHAT THE FORTRESS WEALTH HUB CAN DO FOR YOU

Mange Your Property

Manage Your Property

Send a request to your property manager to integrate your property and receive free benefits like property transactions, documents and receipts uploaded online. You will also have access to special property reports to help you manage your property effectively.
When to Buy Property

When to Buy Property

It’s easy to buy property using the property tools. Discover how much equity you have, find out what you can buy now, get a free property appraisal from a local property expert, get home loan pre-approval and track your progress towards living in your next home!
Make Things Papeless

Make Things Paperless

Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents so you will never misplace them again. You can also view and manage your insurances as well.
Auto Categorisation

Auto Categorisation

Your transactions are automatically categorised to allow you to easily see where your spending your money. Personalise and manage your transactions to reflect your life by tagging and filtering transactions.
Get the Most Out of Your Vehicle

Get the Most Out of Your Vehicle

Receive free valuations and performance ratings on your vehicle.
Stay in Control

Stay in Control

Set and receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator lets you watch your money grow.
Tax Time...Piece of Cake

Tax Time...Piece of Cake

With the ability to tag and filter transactions as tax items, upload receipts and documents or allow your accountant to access your account to do it all for you…end of financial year just got easy.

Free Wealth Check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
Budgeting Made Easy

Budgeting Made Easy

Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.
Available on all Devices

Available on all Devices

Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.

Watch this short video to find out how the Wealth Hub works.

Watch this short video to find out how the Wealth Hub works.

Watch this short video to find out how the Wealth Hub works.

Toowoomba Financial Planners
50 Most Influentional Advisers
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
The information and any advice on this website does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. When considering whether to acquire a financial product, before making any decision, you should obtain the relevant product disclosure statement.

Any outlooks or projections on this website rely on assumptions as stated, however actual results may differ materially from these projections. Past performance is not a reliable indicator of future performance. This website may contain material provided by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. To the maximum extent permitted by law: no guarantee, representation or warranty is given that the information or advice in this website is complete, accurate, up-to-date or fit for any purpose.

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