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Gallagher Toowoomba (formerly Fortress Financial Solutions)

Gallagher Toowoomba (formerly Fortress Financial Solutions)

5.0(28 reviews)See reviews ↓·Toowoomba

What customers say

Based on genuine customer reviews

Gallagher Toowoomba, formerly Fortress Financial Solutions, draws consistent praise for the way its advisers handle superannuation, life insurance and personal finances. Various customers describe Chris Black as knowledgeable and generous with his time, noting that he takes the trouble to understand their circumstances and goals before setting out a plan.

His explanations of complex financial matters are repeatedly called clear and easy to follow, and the same care is said to extend to Emma, who is named for her prompt replies and practical guidance through the claims process, including accident and illness claims. Reviews regularly refer to the team's approachability, courtesy and willingness to go the extra mile, with the office described as a friendly and professional place to deal with. An observation shared by more than one reviewer is the holistic view taken of a client's situation, covering both personal and professional matters, and the sense that advice is tailored rather than generic.

Clients who have held policies for years speak of the confidence they gained in keeping track of their cover, while newer ones value having their options set out in plain terms. The practice's insurance broking and superannuation consulting work underpins the feedback, with personal finance and insurance planning the services most often identified.

Insurance agencyInsurance brokerInsurance companySuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

EH
Emily Hawthorne4 November 2019

The Fortress team are all professional and friendly. Their professional advice and service was outstanding throughout our entire dealing with them and I highly recommend them. It was a delight to do business with them and I look forward to engaging the Fortress team again.

G
Gab14 May 2019

The team at Fortress were a great help in easing the stress of my financial worries. Emma was very helpful and was full of advice when it came pointing me in the right direction for my future. I would definitely recommend these guys as everything was explained in simplistic terms ensuring I understood what I was looking at!!

MA
Madeleine Alexander15 April 2019

We loved working with Chris and the team. So supportive, knowledgeable and easily accessible. We will continue to work with these guys for many years to come!

LF
Liam Francisco29 August 2018

In September 2017 I snapped my Achilles and had to claim on my accident and illness policy. Chris, Emma and Ashley made the whole claims process as easy as possible. I had to contact Emma on numerous occasions with my claim, all her replies were prompt, with nothing too difficult for her to sort out for me. I would recommend the team to anyone. Thank you again, Chris, Emma and Ashley. Liam Francisco

AK
Adam King29 May 2018

From a very friendly welcoming at the front desk, right through to a highly educational consultation with Chris, our experience with the Fortress team was nothing short of fantastic. A very thorough pre-questionnaire enabled our face to face consultation time to be individually tailored to our needs and wants, and we left with a very clear plan going forward to help secure our immediate and long-term financial future . Highly recommended.

RC
Roger Cavanagh18 March 2018

Chris Black is a financial adviser who is truly interested in our needs, circumstances and goals. A strong attribute of Chris is the way he took the time to get a feeling for the position we were presently in and carefully charted a plan to match and achieve what we wanted. It is refreshing to engage with a professional with a careful, common sense approach and at the same time be able to articulate his ideas in an easy to understand way. The whole Fortress Team works hard to create a professional, ethical and caring atmosphere, making dealings pleasant while earning our trust and respect. We strongly recommend Fortress Financial services and believe that they have played a significant role in building and maintaining our financial position.

KW
Kate Wood5 June 2017

The Fortress Team are a approachable, knowledgeable and professional team. Chris knows his stuff and will go the extra mile to help his clients. Would highly recommend Fortress for the financial planning needs.

Financial advisers & planners in Toowoomba compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Toowoomba are compared.

RankProviderRatingReviewsOpen Sat.
1Gallagher Toowoomba (formerly Fortress Financial Solutions) (this page)★ 5,028No
2CommonCents Financial Planning★ 5,014No
3Serenity Financial Planning★ 5,014No
4Aged Care Financial Advisers★ 5,012No
5Wealth Factory★ 5,07No
Contact
+61746397160www.ajg.com/au/toowoomba-financial-planning2/4 Tourist Rd, East Toowoomba QLD 4350
Working hours
Monday08:00–16:00
Tuesday08:00–16:00
Wednesday08:00–16:00
Thursday08:00–16:00
Friday08:00–16:00
SaturdayClosed
SundayClosed