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Fortune Wealth Creation Group

Fortune Wealth Creation Group

4.9(45 reviews)See reviews ↓·Melbourne

What customers say

Based on genuine customer reviews

Fortune Wealth Creation Group draws consistent praise from clients who describe long-standing relationships with adviser Rashesh, whose expertise and clear communication recur throughout the feedback. Several customers note that he explains complex financial matters in plain English, taking time to understand their goals before recommending anything, and that this transparent, pressure-free approach gave them confidence in the decisions made. A theme running through the feedback is the depth of his knowledge across superannuation, investment strategy and financial planning, with reviewers describing his work structuring life insurance within superannuation and significantly reducing fees and costs.

Many clients mention Rashesh alongside his wife Darshana, crediting both with providing support and guidance over periods spanning more than a decade. Honesty, integrity and a genuine interest in clients' circumstances appear repeatedly, including from those new to Australia who needed help building a financial plan. Reviewers describe meaningful progress towards their objectives, from setting up superannuation to selecting investments and navigating complex arrangements, and several highlight his reliability and sincerity, with one noting he made himself available at unusual hours. The emphasis throughout is on tailored advice delivered with warmth and ethical practice.

Investment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

UP
Umang Patel31 December 2025

Rashesh brings a rare combination of deep expertise and genuine care. He took the time to clearly understand my goals and explained every option in a straightforward, transparent way. I always felt confident that the advice was in my best interest. His professionalism, integrity, and calm approach made the entire process seamless and reassuring.

AA
Amit Agarwal (CPA)30 December 2025

I have known Rashesh for over 13 years, both professionally and personally, and his integrity has been consistent throughout that entire time. From the early days of our professional relationship to now, he has always provided clear, honest advice with genuine care. Rashesh takes the time to understand what truly matters and explains options in a straightforward, pressure-free manner. That long-standing trust and reliability gave me complete confidence in the decisions we made together. It is rare to find someone whose professional values remain unchanged over time. Rashesh delivers exactly that—clear, honest financial guidance you can truly trust.

BM
Bindu Madhavi30 December 2025

From the very beginning, Rashesh took the time to truly understand my situation, goals, and concerns truly. His approach was calm, thoughtful, and never rushed, which immediately made me feel comfortable and confident in his guidance. What I really appreciated was his ability to explain complex financial matters clearly and practically. I always felt listened to, respected, and supported throughout the process. Rashesh is someone you can genuinely trust with important financial decisions. I would highly recommend him to anyone looking for honest advice and long-term support.

PP
Prasad Pokala30 December 2025

Rashesh has a rare ability to combine expertise with warmth and sincerity. He took the time to understand my goals and explained every option clearly, which gave me a lot of confidence in the decisions we made. Throughout the journey, I felt supported and never like “just another client.” His honest and straightforward approach made a big difference and gave me real peace of mind. If you’re looking for a financial adviser who is trustworthy, approachable, and genuinely invested in your future, Rashesh is someone I would strongly recommend.

SS
Sherry Shojaei17 November 2025

I woud put zero star if I could ! I have booked a 15-minute consultation with Rashesh for 12 p.m., a time I specifically chose because it was during my break. However, I never received the scheduled call. I sent an email, and only at 3:45 p.m. did I get the phone call. When he called, he said that there had been a medical emergency. I understand that emergencies can happen, but I still think this could have been addressed earlier, instead of keeping me on hold waiting. By this time, I was at work and could not talk to him, so I requested to reschedule to another time or day. But he told me that he is going overseas and cannot provide the service for me. This was very unprofessional and reflects very poor customer service. It shows a lack of respect for clients’ time. I feel like my time has been wasted and that I have been disrespected. If you know that you are going overseas and cannot take a new client, why did you even send me the invite and keep me on hold? That is highly unethical, and I am glad that I did not engage with this company, as it seems they do not have ethics or respect for their clients from the beginning.

RS
Rahul Shah17 December 2024

Over the past 11 years, we have been fortunate to receive incredible support and guidance from Rashesh, his wife Darshana, and their firm, Fortune Wealth Creation Group, that has truly transformed our financial journey. Their expertise and unwavering dedication have been instrumental in securing our financial future and helping us achieve our goals. From setting up our superannuation to carefully selecting investments and navigating the complexities of insurance, Rashesh’s thoughtful advice, combined with Darshana’s support, has profoundly impacted our lives. Most recently, their assistance in venturing into property investments has been invaluable. Rashesh’s professionalism, coupled with the genuine personal touch that both he and Darshana bring, has made this journey not only financially rewarding but also truly enjoyable. We feel incredibly fortunate to have them by our side and are confident that their continued guidance will lead us to even greater success. We highly recommend Rashesh and his firm Fortune Wealth Creation Group to anyone seeking expert financial advice with a personal touch.

DP
DARSHITHA P.P16 December 2024

We cannot thank Rashesh and Fortune Wealth Creation Group enough for their exceptional support and guidance. Rashesh’s vast knowledge and ability to communicate complex ideas with clarity have been invaluable in helping us navigate our financial journey. What truly impressed us was his sincerity, professionalism, and unwavering commitment to ethical practices. He genuinely cares about his clients and goes above and beyond to ensure their needs are met with the utmost dedication and care. If you’re looking for someone who offers expert financial advice and a trusted, long-term relationship, we wholeheartedly recommend Rashesh and Fortune Wealth Creation Group. His support has been a game-changer for us, and we are confident it will also be for others.

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Contact
+61370442604www.fortunewealth.com.auLevel 50/120 Collins St, Melbourne VIC 3000
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed