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Fortune Wealth Creation Group

Direct Message

Business details

Services

investment planning

superannuation & retirement planning

personal insurance

tax planning

budgeting & cash flow

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Opening hours

Monday:

9.00 am - 5.00 pm

Tuesday:

9.00 am - 5.00 pm

Wednesday:

9.00 am - 5.00 pm

Thursday:

9.00 am - 5.00 pm

Friday:

9.00 am - 5.00 pm

Saturday:

Closed

Sunday:

Closed

Public Holidays:

Closed

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Service awards

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About us

Rashesh Bhavsar, the founder of Fortune Wealth Creation Group, is a multi-award-winning finance and investment advisor. For 11 consecutive years, he has consistently been awarded the Word of Mouth Service Award. He can assist with investment planning, superannuation, and tax planning with a broad range of services. He offers a fee-for-service fixed-cost pricing to minimise conflict of interest and doesn't receive commissions from investment products. ...
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Portfolio

Our team

business portfolio Rashesh Bhavsar

Reviews for Fortune Wealth Creation Group (109)

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5.0
109 reviews
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109
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Arti T.
1 review · 600 points
verified email - 30 Dec 2025
Service Rating
5.0
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5.0
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5.0

Professional, Honest and Reassuring

Rashesh is someone you can genuinely trust. He combines deep knowledge with a warm and approachable manner, which made the whole experience very comfortable. He took the time to listen, asked the right questions, and clearly explained all available options without any pressure.

What stood out most was his honesty and integrity. I always felt that my best interests were the priority. Thanks to his guidance, I have clarity, confidence, and peace of mind. I wouldn’t hesitate to recommend Rashesh to friends, family, or anyone seeking dependable advice.

Vidhi P.
1 review · 600 points
verified email - 31 Dec 2025
Service Rating
5.0
Quality Rating
5.0
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5.0
Guidance that puts you first.

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.

check icon I found this business on Word of Mouth
Umang P.
1 review · 600 points
verified email - 31 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0
Clear advice, genuine support.

Working with Rashesh has been an excellent experience. He is knowledgeable, approachable, and genuinely invested in his clients’ outcomes. I felt listened to and well supported throughout the journey. His advice was practical, well-considered, and delivered with integrity. A true professional I would confidently recommend.

check icon I found this business on Word of Mouth
Amit A.
1 review · 600 points
verified email - 30 Dec 2025
Service Rating
5.0
Quality Rating
5.0
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5.0
Trust built over time.

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.

Samrat T.
1 review · 600 points
verified email - 30 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh is professional, approachable, and genuinely cares about his clients. He took the time to understand my situation and explained every option in a way that was easy to understand. I never felt like just another client.

It’s rare to find someone who combines strong knowledge with sincerity and integrity. I’m very grateful for the guidance and would confidently recommend him to anyone.

Bindu P.
1 review · 600 points
verified email - 29 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

Ruchi A.
1 review · 600 points
verified email - 29 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly, genuinely cares about his clients’ best interests.

There was no pressure at any stage—just clear explanations, transparent advice, and thoughtful guidance tailored to my needs. It felt like dealing with someone who values relationships over transactions.

I have complete confidence in Rashesh’s advice and feel well looked after. I wouldn’t hesitate to recommend him to family and friends.

Kapil P.
1 review · 600 points
verified email - 29 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

Amit A.
#18 in Aspendale Gardens VIC
1 review · 600 points
verified email - 29 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly, genuinely cares about his clients’ best interests.

There was no pressure at any stage; just clear explanations, transparent advice, and thoughtful guidance tailored to my needs. It felt like dealing with someone who values relationships over transactions.

I have complete confidence in Rashesh’s advice and feel well looked after. I wouldn’t hesitate to recommend him to family and friends.

verified email - 13 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

As a woman and a wife, feeling confident and secure about our financial future is incredibly important to me, and working with Rashesh and Fortune Wealth Creation Group gave me the reassurance I needed.

Rashesh was patient, respectful, and took the time to explain everything clearly, making sure I felt comfortable and informed at every step. There was never any pressure — just honest guidance and thoughtful conversations focused on what was best for us.

What truly stood out was the genuine care and integrity shown throughout the process. Rashesh looks beyond the numbers and genuinely cares about the people he works with.

I would gladly recommend Rashesh and Fortune Wealth Creation Group to anyone looking for trustworthy advice and a financial adviser who truly puts clients first.

verified email - 13 Dec 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I can’t thank Rashesh, Darshana and the team at Fortune Wealth Creation Group enough for their guidance and support. From the very first conversation, Rashesh took the time to truly understand my goals and long-term vision, rather than offering generic advice.

His approach is clear, honest, and practical. Every recommendation was well-explained and clearly aligned with my best interests. Thanks to his guidance, I feel far more confident and in control of my financial future, and the outcomes have exceeded my expectations.

Rashesh’s integrity, knowledge, and genuine care really set him apart. I would highly recommend Rashesh and Fortune Wealth Creation Group to anyone seeking a trusted, professional financial adviser.

Manu J.
1 review · 600 points
verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We were searching for a financial planner who could guide us in the right direction, and Rashesh has exceeded our expectations. He took the time to thoroughly understand our needs and goals, providing tailored advice that aligns perfectly with our aspirations.

We are extremely pleased with Rashesh's service and professionalism. After every meeting, we leave feeling more confident about the path ahead. His advice is not only genuine but also insightful. We highly recommend Rashesh and his firm, Fortune Wealth Creation Group, for anyone seeking reliable and trustworthy financial guidance.

Rahul S.
1 review · 600 points
verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I first connected with Rashesh over a decade ago when he helped us lay the foundation for our financial planning. Since then, we’ve partnered with him on numerous investments and projects, each one reinforcing the trust and value he brings. Over the years, Rashesh has become more than just a financial adviser, he’s a trusted mentor and a family friend.

What sets Rashesh apart is his holistic approach to financial planning and his ability to craft strategies that foster both financial and social growth. His passion, intellect, and unwavering commitment to his clients’ success make him truly exceptional.

After all this time, I can confidently say that he is the most dedicated and insightful financial advisor I’ve ever worked with. I wholeheartedly recommend his services to anyone seeking expert guidance and a genuine partner in their financial journey.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

verified email - 16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

As young professionals, my wife and I were searching for a trusted financial adviser who could guide us on the right path toward achieving our goals. When a colleague highly recommended Rashesh and his firm, Fortune Wealth Creation Group, we decided to meet him and it has turned out to be one of the best decisions we’ve ever made.

From the beginning, Rashesh took the time to understand our financial needs and long-term aspirations deeply. He crafted a customised approach that felt perfectly aligned with what we were striving for. Over the past year and a half, we’ve witnessed incredible progress in our financial position, something we could not have achieved without his expertise and guidance.

What truly sets Rashesh and his wife, Darshana, apart is their exceptional professionalism and a genuine, personal touch. They have made what could have been an overwhelming process feel manageable and truly enjoyable. Their care and commitment shine through in every interaction.

We are deeply grateful for their support and are excited to continue this fulfilling journey with them. If you’re looking for someone with your best interests at heart, we can’t recommend Rashesh and Fortune Wealth Creation Group highly enough.

Jignesh V.
1 review · 600 points
verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We wholeheartedly endorse Rashesh and Fortune Wealth Creation Group, and words cannot adequately convey our appreciation. His knowledge and clear communication have been invaluable to us. Rashesh impressed us with his sincerity, professionalism, and high ethical standards. His dedication to taking care of his clientele is truly admirable

Mitul G.
1 review · 600 points
verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I wanted to take a moment to express my heartfelt gratitude for the incredible support and guidance you've provided us over the past 13 years. Your expertise and dedication have been invaluable in ensuring our financial security and helping us achieve our goals. From setting up our superannuation to carefully selecting investments and navigating the world of insurance, your thoughtful advice has made a significant impact on our lives. And now, thank you very much for helping us in getting into property investment. Your professionalism, combined with your personal touch, has made this journey not only financially successful but also incredibly enjoyable. We are truly fortunate to have you in our corner, and we are confident that your continued guidance will lead us to even greater heights.

verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I first met Rashesh in 2019 when he assisted us in establishing our financial foundation. Over the past years, we've engaged in numerous investments and projects together. Today, he remains my primary resource for all things related to money, evolving into not only a trusted advisor but also a family friend. Rashesh's holistic approach and strategic financial planning have contributed significantly to our social and financial growth. He stands out as the most passionate and intellectually adept financial advisor I've encountered. I wholeheartedly recommend his services

Satya D.
1 review · 600 points
verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

For the last decade, my husband and I have relied on Rashesh's services, consistently finding him to be sincere, trustworthy, and knowledgeable. Right from the start, our interests felt prioritized, and I am confident that he will continue to offer us sound advice and guidance. I highly recommend Rashesh and his company, Fortune Wealth Creation Group.

Javeria
1 review · 600 points
verified email - 20 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We met Rashesh many years ago and found him to be very professional and knowledgeable. We met recently again and were once again very pleased with him. He's very helpful, polite and knowledgeable and gives advice based on one's personal situation and needs. Looking forward to a long term financial relationship with him.

verified email - 09 Jan 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I was introduced to Rashesh back in 2012 when he helped us with setting up our foundation for financial planning. Since then we've done several investments and projects with him. A decade later, he's not only still my go to person for money related matters but a family friend and trusted advisor too. His holistic approach and strategic financial planning has helped us grow both socially and financially. He is by far the most passionate and intellectual financial advisor I have met. I couldn't recommend his services enough.

Hi, Shweta thank you for the amazing feedback! Can't believe it's been a decade since we are together. Looking forward to creating many beautiful memories ahead!

verified email - 26 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Our journey with Rashesh, who has served as our advisor for the past few years, has been incredible. Rashesh and his team are specialists who are well-versed in all subjects that affect financial security. I like best frequent check-ins, the drive to innovate, and the constant search for new opportunities. We need someone who genuinely cares about handling our future well-being in this volatile economy. I'm happy to be a part of the Fortune Wealth Family and have met a trusted family advisor.

deeptib
1 review · 600 points
verified email - 26 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Our advisor for years, Rashesh, has always been top-notch. He has always struck me as knowledgeable and professional. He always explains things in plain English and has helped me keep pace with my financial plans. We have made meaningful progress in achieving our financial goals. He is not just our family's financial advisor but also a reliable friend who we can call at odd hours.

He is trustworthy, and I believe my financial future is in good hands. He genuinely cares about giving his clients the greatest counsel, and we completely trust him as a part of our family.

palaks
1 review · 600 points
verified email - 20 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We cannot express how highly we endorse Rashesh and Fortune Wealth Creation Group. We are incredibly appreciative of his knowledge and clear communication. Rashesh impressed us with his sincerity, professionalism, and high ethical standards. His dedication to taking care of his clientele is very admirable.

Thank you so much, Palak, for your beautiful words. A strategic plan and clear communication are key elements of successful financial planning. All the very best for your new venture :)

vasukir270
1 review · 600 points
verified email - 20 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh has been fantastic to work with. In addition to being knowledgeable and good at what he does, he is authentic and genuinely interested in his clients. We met Rashesh same time last year, and he did an excellent job of understanding our life priorities and investment goals. We have seen a clear difference and positive outcome in our life. We now feel much more confident about our future. Sure Rashesh is our trusted family adviser and friend for life. 

Thanks so much for your thoughtful and kind comments, Vasuki. We love working with you :)

meghau
1 review · 600 points
verified email - 17 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We recently moved to Australia three years ago. We were looking for a reliable financial planner in Melbourne, and we discovered Rashesh through his positive reviews. After meeting with Rashesh, we found him to be really helpful and highly knowledgeable. Rashesh spent plenty of time helping us understand our priorities in life and financial goals. We have made meaningful progress in our investment journey in the last year and have a clear direction for the future.

I highly recommend Rashesh and Fortune Wealth Creation Group to those seeking to make a meaningful change in their situation. He is honest, trustworthy, and a pleasure to deal with.

Thanks very much for the outstanding review, Megha. It's a pleasure working with you :)

chaitanyak
1 review · 600 points
verified email - 16 Dec 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I am a Senior IT professional and have been a client of Rashesh and Fortune Wealth Creation Group for the last eight years. Rashesh was introduced by my accountant, who spoke highly about him. We were a young IT couple that time when we took his advice. Since then, he has been looking after all our financial planning affairs and ensuring we are on track with our life goals. After so many years of being his client, I can confidently say that he truly puts his heart into what he does.

We found him and his wife, Darshana, to be genuine, professional, and trustworthy, which is hard to find nowadays.

Thanks, Chetan. It's amazing to have you as our valued client and our friend.

christopherr987
1 review · 600 points
verified email - 23 Nov 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I have been a client of Rashesh for the last 6 years. Rashesh's advice, support, and understanding of my personal needs have led to some great outcomes, making me more confident about my future. What I love the most about him and his wife Darshana, is that they put my best interests first and always felt that genuine care factor. Recently I had an issue with an insurance provider, Rashesh and Darshana went through the extra mile, took my side, and got the best outcome for me. I would not hesitate to recommend Fortune Wealth Creation Group to anyone who is looking to have genuine advice and a long-lasting relationship.

Thank you, Chris, for your fantastic feedback. It means a lot to us. It inspires and motivates us to keep doing good work. We do our best to protect our clients' interests.

digants
1 review · 600 points
verified email - 11 Dec 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rashesh has been our adviser for years and has always been excellent. I have always found him to be professional and a wealth of knowledge. He has helped me to stay on track for my personal financial planning and always clearly explains things in easy to understand language. He is not only our family advisor for finance but also a trusted friend that we can call him at late in the night.

He is honest and I feel confident my financial future is being taken care of. He truly cares about providing the best advice for his clients and we trust him fully as a personal family member.