Ray Ong

Fortitude Wealth Partners

Gold
15 Yrs Experience
Subiaco, WA 6008
Ray is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with 15 years experience in the financial planning industry. He is a LIFE RISK SPECIALISTâ„¢ and holds a Bachelor of Commerce in Financial Planning (completed with Distinction) and a Diploma of Finance and Mortgage Broking Management. Ray is also an Aged Care Professionalâ„¢ completed through Aged Care Steps.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Fortitude Wealth Partners

68 Churchill Ave
Subiaco, WA 6008

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortitude Wealth Partners

AFSL 523195

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Ray has given me advice in Self-funded Aged Pension. He has been able to explain things to me in a clear and explicit manner. Through his knowledge and experience, I feel very confident that the advice given was right for me. Ray is always available to answer my queries either via the phone or emails. Ray has given me his utmost attention and interest! I have no hesitation in recommending Ray to anyone looking for a good financial adviser!"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We felt very comfortable with Ray. He understood our limitations and abilities and worked with us throughout the process always taking time to be sure we understood. Very happy to recommend Ray and his staff to anyone."

  • Government Assistance
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Ray was very helpful every step of the way. He listened to my requests and explained everything in detail to me before I needed to make investment decisions. I would definitely recommend his services."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We finally took the step to see a financial planner to help us with insurance and Ray was great! Clear in his explanation so we could understand it better. Would definitely recommend Ray to family & friends."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ray handled my case when I wanted to change advisers. He took me onboard without any hesitations and was also very attentive to my needs. Ray was also very good in articulating his advice and that was handy as I could understand my cover better. He also recommended a few options which made my dollar stretch even further for my cover. I would highly recommend Ray to anyone who wants to get financial advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ray's understanding and explanation of various aspects of financial information was explained in depth along with his white board examples."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Getting the right adviser is the first and most important step to getting the right product/insurance/plan. very happy with his ongoing service and professionalism"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Getting the right adviser is the first and most important step to getting the right product/insurance/plan. very happy with his ongoing service and professionalism"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ray had a professional approach to his advise in regards to our financial planning needs especially in the area of insurance. He was very diligent to get to know our needs that led to a plan on the insurance cover which suited us the best. Therefore, it left us very assured that we are fully covered if our family circumstances changes overnight."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting

Qualifications & Training

ASIC RG146 (Gap Assessment for Derivatives)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2005

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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