Fortem Financial Management Ltd

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Reviews

1. Will Gardner ★★★★★

   I have been working with Kevin at Fortem for the past few years now and couldn’t be happier with the advice and investment management provided by Kevin and the team. My parents have also worked with Kevin for a number of years and have been smoothly guided towards their retirement goals.

   1 month ago
2. Sebastian Marsden ★★★★★

   My parents and I have been clients of Fortem for over 10 years and they have catered for all our financial needs. They always put us first by evaluating our appetite for risk and financial goals. They give great advice and I can highly recommend their service.

   1 month ago
3. Peter Elliott ★★★★★

   We have been working with Kevin & Fortem for many years and they look after my pension and investment advice needs. They keep things simple and are always available to speak to and have been happy to recommend them to others. I feel confident that the advice we are given is professional and well thought through and caters for our needs.

   1 month ago

1. martin ★★★★★

   Fortem (in particular Kevin White) has been our Financial Advisor for 7-8 years. He is very proactive making frequent contact and is highly reactive when we need something. He is professional, does not try to "sell" and in our experience has given good financial advice. Also we find him to be very personable all of which leads to a strong relationship that we expect to last a long time.

   almost 7 months ago
2. Alex Green ★★★★★

   We used Fortem for some advice regarding our mortgage. Kevin was amazing, finding us the best deal we could get whilst making everything simple. He was also always available to talk on the (many) queries we had! Very responsive. Overall fantastic experience and would definitely use Fortem again.

   almost 10 months ago
3. Adriaan Lottering ★★★★★

   Kevin, at FTM, came highly recommended to us by a colleague and we could not be more grateful to them for pointing us in his direction. As first time buyers, we really didn’t have a clue and he has been with us every step of the way, securing us a mortgage, arranging our life insurance and answering all our (many) questions. He’s extremely responsive, friendly but professional and never makes us feel like any question is too silly. We would highly recommend him.

   almost 3 years ago

1. Ziggy Gordon ★★★★★

   I have trusted FFM for 8 years now and as an anxious and nervous investor, I have never once felt like I wasn’t being looked after in every way. I have felt listened and respected from the first moment and in a world full of uncertainties, Kevin has always been a phone call away to assure me and keep me on track with our goals and long term strategy. I can’t see myself being with any other brokerage.

   almost 3 years ago
2. Joe Beastall ★★★★★

   As a client I have been very impressed with this company and would highly recommend them to anyone. A great mix of professional but also friendly and relatable. They really take the time to explain what is going on so you actually understand. They are also experts in the financial field. Only good things to say.

   almost 3 years ago
3. Gilly Kennedy ★★★★★

   Kevin has been my financial advisor for around 10 years now and I could not be happier. He goes above and beyond in supporting and advising me on my financial affairs, is very responsive and always gives me sound advice. Highly recommend.

   almost 3 years ago

1. Tracy Turvill ★★★★★

   I, like many people, found finances daunting and sometimes difficult to understand. Kevin from Fortem Finance Management, is not only friendly and professional in his manner, he excels in explaining things in layman’s terms so even I can understand my pension plans and other financial goals. I would highly recommend this company. 10 out of 10 and top of their game

   almost 4 years ago

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