Sometimes things in life just seem to fall into place at the right time. Fortuity Wealth is one of them.
Before we started working together we already had one thing in common; at some stage of our personal or professional lives we’ve all known our Managing Partner Daniel Brown — the brains behind Fortuity Wealth.
Having managed both large and boutique firms throughout his career, Dan has built strong relationships with his clients, many of which have turned into friendships. Dan’s clients know he always has their best interests at heart and that inspired Dan to build a new business that would become the go-to financial planning firm for anyone seeking honest, unbiased and tailored advice — not just in Newcastle but Australia wide.
To get the project off the ground, Dan sought the help of people he already knew and trusted.