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.
Based in Toowoomba on the Darling Downs, Gallagher (formerly Fortress Financial Solutions & Monash Financial Planners) are a locally operated 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 (formerly Fortress & Monash) 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!
Becoming a member of the ‘Gallagher Family’ equates to investing in yourself, protecting your family, securing your future and ensuring you have a plan for the unexpected. Our clients are go-getters, keen to develop great financial habits and be guided by a trusted adviser who will be with them for life. We are passionate about assisting young professionals, families, tradespeople, farmers, business owners and ‘young-at-heart’ retirees. Our clients invest their time whilst we invest our expertise, and through this partnership, we help each other succeed.