Fortitude Christmas Note 2023

Season’s greetings to you from your team here at Fortitude.

Well, global and domestic surprises never cease to amaze.

Meanwhile, financial markets seem to just shrug these events off, with Aussie and International share markets not far off their all-time highs. This reinforces our belief that it’s a mugs game trying to time and predict markets, and it’s best for long-term investors to ignore the BBQ chats, the headlines, and the ridiculous prognosticating of the ‘experts’.

On news closer to home, it’s been another big year at Fortitude.

In the near 15 years we’ve been in business, we’ve had our 1st baby!! Yay!! Well, Anna has. Huge congrats to Anna and James on the birth of beautiful Maggie. We also had the recent epic wedding of weddings (our 3rd team member in the last 3 years) of Huw to Mathilde, celebrated in style at Chateau de Mouillepied in regional France. It was a cracking party!

On the business front, we’ve been heavily focused on how we may serve you better.

Speaking of 2024, SAVE THE DATE!! Thursday night, 5.30 pm, 9th May 2024, Sydney CBD
Fortitude’s 15th Anniversary will be celebrated in style at a secret (for now) amazing location in the City on this date. Yep, you are invited. Stay tuned for more details.

In the spirit of ‘CONTINUOUS IMPROVEMENT’ (one of our core values), we’ve made huge advances in our offering to you regarding portfolio administration and execution. In addition, we continue to refine further our investment philosophy and portfolio management to ensure you get the long-term returns you deserve from the long-term component of your investment portfolio, as well as better ways to manage your cashflow needs where necessary. Our team will be in touch with you further on this throughout 2024.

Huge thanks go to my business partners Ollie and Huw, the fabulous Fortitude Sydney client services team of Kylie, Nathan, Brad, and Anna, as well as our Philippine admin team of Korina, Gelo and Clarke. You are all amazing.

We are also really thrilled to continue our relationship with Fortitude’s charity of choice, MAN CAVE which is linked with personal care provider STUFF. We are amazed at the work Hunter Johnson and his team do with Man Cave. Congrats to you for sponsoring a teenage boy through their program to change these boys’ lives and the huge impact this has on society for the better. It’s really meaningful STUFF on so many fronts, and thanks also to Hunter for the massive 20% discount available to all the Fortitude family on all STUFF skin care products, valid until 31 January. Jump on their website now to secure Chrissy gift savings for your loved ones. Their sunscreen is THE BEST. NOTE: make sure you use code FORTITUDE20 when checking out. How good is that!! STUFF™ | Personal care championing healthy masculinity

Biggest thanks of course go to you. We are so privileged to be partnering with you and thank you for your support, feedback, and companionship over the last year. We can’t wait to share many more amazing experiences with you in 2024 and beyond.

Merry Christmas, pens down, happiest of holidays to you with your loved ones and friends and see you in 2024. We love working with you and thank you so much for choosing to have us in your lives.

Best wishes,
Luke.