We are a boutique advisory group with locations in the cities of Bendigo and Melbourne
Fortem Group was established by the merger of CH Finance + Advice and Grandeur Private.Our Services
Recognising a gap in the market for a business able to offer high quality business advisory, finance and wealth management services under the one roof; FORTEM Group founders Tim Croke, Lisa Wills and Gerard Horan came together to build one.
FORTEM Group has grown to deliver services in three key areas: Finance, Business Solutions and Advice and helped hundreds of clients achieve their business and personal goals.
We believe our structure is ideally positioned to meet client needs in today’s environment and flexible and responsive enough to change with them as they move through the business lifecycle.
Whether you work with us in all areas or only one, you will undoubtedly benefit from the strength of the group as a whole.
Our dynamic and highly qualified team services clients from all over Australia and across a diverse range of industries.
We are extremely proud of the long-term partnerships we build with our clients. Making it our business to know what drives them and helping them make the most of every opportunity, whether it’s right in front of them or around the corner.