OUR PURPOSE
Expert advice.
Down-to-earth people.
We believe the best relationships leave room for honest conversations, shared ambition and the confidence to ask questions.
Fortitude brings a personal perspective to wealth advice—helping you connect the decisions you make today with the life you want to lead.
OUR PURPOSE
Expert advice.
Down-to-earth people.
We believe the best relationships leave room for honest conversations, shared ambition and the confidence to ask questions.
Fortitude brings a personal perspective to wealth advice—helping you connect the decisions you make today with the life you want to lead.
THE FORTITUDE STORY
Growing with purpose.
Staying personal.
2009–2015
Building the foundations
Luke founded Fortitude in 2009, bringing his experience in accounting and investment markets to a personal approach to wealth advice.
2015–2021
Growing together
The team grew, two additional internal shareholders joined the business, and Fortitude strengthened the systems supporting its client relationships.
2021–today
Investing in our future
Continued investment in our people, technology and specialist partnerships supports the care and attention we bring to clients.
THE FORTITUDE STORY
Growing with purpose.
Staying personal.
2009–2015
Building the foundations
Luke founded Fortitude in 2009, bringing his experience in accounting and investment markets to a personal approach to wealth advice.
2015–2021
Growing together
The team grew, two additional internal shareholders joined the business, and Fortitude strengthened the systems supporting its client relationships.
2021–today
Investing in our future
Continued investment in our people, technology and specialist partnerships supports the care and attention we bring to clients.
THE FORTITUDE DIFFERENCE
What makes us Fortitude.
01
Private ownership
Privately owned and self-licensed, with a personal commitment to the people we advise.
02
Transparency
Clear conversations about our advice, responsibilities and our remuneration.
03
Expertise
A team with experience across finance and wealth management.
04
Personal growth
A shared ambition to keep learning and moving forward.
05
Agreed fees
Your adviser explains and agrees the rate and payment method before providing services.
06
Our network
Connections that bring perspective, knowledge and opportunity.
THE FORTITUDE DIFFERENCE
What makes us Fortitude.
01
Private ownership
Privately owned and self-licensed, with a personal commitment to the people we advise.
02
Transparency
Clear conversations about our advice, responsibilities and our remuneration.
03
Expertise
A team with experience across finance and wealth management.
04
Personal growth
A shared ambition to keep learning and moving forward.
05
Agreed fees
Your adviser explains and agrees the rate and payment method before providing services.
06
Our network
Connections that bring perspective, knowledge and opportunity.
THE FORTITUDE TEAM
People you can talk to.
Luke Rathborne
Founder, Managing Director
CA, CFP, B.Com, F Fin, SSA™, GAICD
Huw Smith
Principal, Wealth Advisor
B. Econ, B. AppFin
Paul Barrett
Principal, Wealth Advisor
B. Bus, GradDip FinPlan
Bradley Wootton
Investments and Operations Analyst
B. AppCom
Yana Hately
Associate Advisor
Ben Carr
Senior Associate Advisor
THE FORTITUDE TEAM
People you can talk to.
Luke Rathborne
Founder, Managing Director
CA, CFP, B.Com, F Fin, SSA™, GAICD
Huw Smith
Principal, Wealth Advisor
B. Econ, B. AppFin
Paul Barrett
Principal, Wealth Advisor
B. Bus, GradDip FinPlan
Bradley Wootton
Investments and Operations Analyst
B. AppCom
Yana Hately
Associate Advisor
Ben Carr
Senior Associate Advisor
INVESTMENT EXPERTISE
Experience that brings
perspective to your wealth.
The leadership and research of our investment committee bring deep experience across markets, asset allocation and portfolio construction.
CHAIR OF INVESTMENT COMMITTEE
Brendan O’Dea
Brendan brings more than 30 years of experience across global public and private markets. His leadership roles have included Chief Investment Officer of Soul Patts, Managing Director and Chief Executive Officer of Milton Corporation, and Managing Director at Citigroup Global Markets.
He has managed sophisticated portfolios across Australia, Asia and the United States, with experience spanning equities, fixed income, property, private equity, private credit, alternatives and derivatives. His flexible, forward-thinking approach supports Fortitude’s focus on building long-term wealth for clients.
HEAD OF INVESTMENT RESEARCH
Matt Hopkins
Matt brings more than 30 years of experience in portfolio management, asset allocation and retirement-focused investing. He specialises in diversified portfolios, with a practical approach to managing risk and keeping investment decisions aligned with clients’ goals.
He spent more than two decades in senior investment roles at AMP Capital and AMP Investments & Superannuation, helping develop and manage multi-asset and income strategies and contributing to AMP’s goals-based investment approach.
INVESTMENT EXPERTISE
Experience that brings
perspective to your wealth.
The leadership and research of our investment committee bring deep experience across markets, asset allocation and portfolio construction.
CHAIR OF INVESTMENT COMMITTEE
Brendan O’Dea
Brendan brings more than 30 years of experience across global public and private markets. His leadership roles have included Chief Investment Officer of Soul Patts, Managing Director and Chief Executive Officer of Milton Corporation, and Managing Director at Citigroup Global Markets.
He has managed sophisticated portfolios across Australia, Asia and the United States, with experience spanning equities, fixed income, property, private equity, private credit, alternatives and derivatives. His flexible, forward-thinking approach supports Fortitude’s focus on building long-term wealth for clients.
HEAD OF INVESTMENT RESEARCH
Matt Hopkins
Matt brings more than 30 years of experience in portfolio management, asset allocation and retirement-focused investing. He specialises in diversified portfolios, with a practical approach to managing risk and keeping investment decisions aligned with clients’ goals.
He spent more than two decades in senior investment roles at AMP Capital and AMP Investments & Superannuation, helping develop and manage multi-asset and income strategies and contributing to AMP’s goals-based investment approach.
01 Alignment
We are passionate and aligned when partnering with you holistically to live an extraordinary life. We are open-minded and will adapt to your changing personal, financial and professional circumstances.
02 Be real
We are responsive, authentic and have the tough conversations. We hold each other accountable and act with integrity and honesty, always putting your interests first.
03 One team, one dream
We are friendly and approachable, we love what we do and don’t take ourselves too seriously. We celebrate those who progress the team and our offering above all else. We seek to inspire.
04 Continuous improvement
We move forward. We love the ONE PERCENTERS. We encourage initiative and strive to innovate. We believe it’s a moral obligation to keep learning and to pass on our learnings to those we care about.
05 Connections
Good connections with great people are valuable, precious, need to be nurtured and strongly contribute to leading an extraordinary life.
01 Alignment
We are passionate and aligned when partnering with you holistically to live an extraordinary life. We are open-minded and will adapt to your changing personal, financial and professional circumstances.
02 Be real
We are responsive, authentic and have the tough conversations. We hold each other accountable and act with integrity and honesty, always putting your interests first.
03 One team, one dream
We are friendly and approachable, we love what we do and don’t take ourselves too seriously. We celebrate those who progress the team and our offering above all else. We seek to inspire.
We move forward. We love the ONE PERCENTERS. We encourage initiative and strive to innovate. We believe it’s a moral obligation to keep learning and to pass on our learnings to those we care about.
05 Connections
Good connections with great people are valuable, precious, need to be nurtured and strongly contribute to leading an extraordinary life.
