Fortis Wealth Management

As EOFY approaches, timing is everything! To ensure all transactions, forms, and fees are processed before the relevant deadlines, it's crucial to schedule contributions and deposit payments early. Please reach out to us to make the most of these opportunities. #EOFY #incomeprotection #superannuation #supercontributions #longtermgoals #tradiesofperth #businessowners

Yes, Tradies need protection. You also need to look to the future and how you can grow their wealth. Are you being Proactive? Reach out to us today to see how we can help you with your financial strategy. #tradiesofperth #wealthcreation #incomeprotection #taxefficiency #investmentplanning

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these changes, she can provide advice that’s relevant, compliant, and tailored to today’s lending landscape — not outdated rules.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/

At Fortis Wealth Management, in addition to caring about your financial goals, we also love to cook. Follow along as we start our journey of discussing a financial subject while showing you a yummy recipe. We start with 'What is a Budget?' while making Crispy Golden Pork Belly. And it's delish! #foodies #finance #financialadvisor #cookwithus #budgets #wealthcreation

The May 2026 Federal Budget

eread.com.au

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

eread.com.au

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