The Fortitude Difference

Private Ownership

We take un-biased approach to the solutions we provide our clients by being privately owned and self licensed.

Transparency

We believe that transparency, authenticity, accountability and alignment of interests, leads to earned trust, so that’s how we do things every day.

Expertise

We are professionals with broad expertise across all areas of finance and wealth management.

Personal Growth

Together with clients, we foster an environment that strives for personal improvement and growth.

Fixed Retainer Fee

Access to our whole team for an agreed fixed dollar fee.

Network

We strongly believe in providing access to a network of like-minded people that serve to inspire, educate and improve your financial position.

The Fortitude Team

Luke Rathborne

Managing Director
CA, CFP, B.Com, F Fin, SSA™, GAICD

Huw Smith

Principal, Wealth Advisor
B. Econ, B. AppFin

Paul Barrett

Wealth Advisor
B. Bus, GrapDip FinPlan

Kylie Jewell

Practice Manager

Bradley Wootton

Investments and Operations Analyst
B. AppCom

Jamilah King

Client Services

Our Values

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.

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.

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.

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.