Your life, your money, your future

  • Person skiing down a snowy mountain slope wearing a blue jacket, red trousers, helmet, and goggles, creating a spray of snow with blue sky in the background.

    Life is an adventure

    Plan yours with confidence.
    At Fort Financial Planning, we help you prepare for what’s ahead so you can enjoy the journey.

  • People celebrating at a wedding reception, with a woman in a white dress holding a glass and smiling at a table.

    Help build their future

    With smart planning, we can help you lay the foundations for their tomorrow.

  • Two people sitting at a campsite next to a van, enjoying outdoor drinks on a sunny day.

    Your next chapter

    Plan for a future where the world is yours to explore. 

Expert advice for life’s big decisions

For over 20 years, FFP has provided financial planning services to professionals, entrepreneurs, and families, helping them make smart decisions so they can focus on what truly matters.

As specialist, independent financial planners, we take the time to understand your goals and clarify your objectives. As life evolves, we recognise your plans may do too, so we continually monitor and adjust your plans to keep you on track.

Our Clients

Executive Professional

Working hard and looking to ensure a secure future for you and your family?

Struggling to keep up with your personal finances and wondering how to make them work smarter for you?

Confused about what to do with your share incentive plan or LTIP?

Concerned about your family's financial security if something were to happen to you?

Entrepreneur

Focused on running your business and struggling for the time to manage your personal finances?

Thinking about, or ready to sell your business?

Wondering when you should start planning for your future?

Thinking about an exit plan from your business.

Life Beyond Work

Worried about whether you've got enough money for your future?

Feeling puzzled over pensions and looking for clarity around what is best to do?

Wondering if you can afford to help your family financially?

Thinking about how you can protect your assets from long-term care costs?

  • People working at a desk with documents, laptops, and tablets, discussing a project.

    7 steps to financial freedom

    At Fort Financial Planning, we follow a straightforward seven-step process that simplifies your financial journey - starting with goal setting before leading to a personalised plan that evolves with you, to ensure long-term financial peace-of-mind.

Simplistic

At FFP, we take the complexity out of financial planning, making it easier for you to take control of your future.

We don't use confusing financial jargon – instead, we help you see your future clearly, with straightforward advice that makes sense.

Our goal is to simplify the process through clear, tailored strategies and actionable steps, so you can make decisions with confidence.

With our support, you can move forward with a sense of certainty, knowing your financial journey is on the right path.

Why FFP?

It goes without saying that we’re trusted and have all the accreditation you’d expect us to, but this is what truly sets us apart…

Generational

We’re committed to building sustainable wealth that lasts for generations.

Our approach to financial planning goes beyond just securing your financial future - it’s about creating a lasting legacy that will benefit not only you, but your loved ones for years to come.

By understanding your goals and values, we ensure that every decision we make is aligned with your vision for the future, helping you create a legacy that lasts for generations.

Passionate

At FFP, passion is at the heart of everything we do. We’re passionate about building lifelong relationships with our clients.

We don’t just create financial plans- we craft solutions that inspire confidence, foster growth, and provide the support you need to build a prosperous future.

We care deeply about you and your family’s success and are committed to nurturing your financial goals every step of the way.

Model your financial future with our
Truth About Money tool

Take the first step on your journey to financial freedom today and model your financial future with our complimentary Truth About Money tool

GET STARTED

News & Articles

FULL LIST OF ARTICLES

Every Interaction Matters

At Fort Financial Planning, our core values drive everything we do. They reflect our commitment to you and influence our approach. We live by them every day to ensure your best interests are always our priority.