Rashesh Bhavsar | Financial Planner
Rashesh Bhavsar has been in the business of finance for eight years now, and says his single most successful strategy for growth has been to be honest and be the best.
Rashesh, CEO & co-founder of Fortune Wealth Creation Group, is inspired by Warren Buffett, who he says is not only the greatest investor but a notable philanthropist, having pledged to give away 99 percent of his fortune to causes he believes in.
“I want to create social enterprise where business exists to make a real difference in people’s lives. You can retire from work, not from your passion. For me, my business is my passion,” says Rashesh, who migrated to Australia in 2001.
Rashesh says financial success is all about having the right mindset, developing good habits and having a trusted adviser on your side. It is what has helped him rake in awards such as Top 5 Finalist, Member of Million Dollar Round Table (MDRT), Best Businesses Award, Best Service Quality Award from 2012 to 2018 and a nomination for the Rising Star of the Year award. He became one of the first Indian financial advisors to be on panel speakers at the Trade and Investment Expo and was invited as a subject matter expert to be interviewed on national news channel ABC24. He has also met with Minister of Financial Services Bill Shorten to represent key issues of Australian families.
Rashesh credits all his success to his family for the love and values he has received, Darshana, his wife and co-founder of the company, who believed in him in challenging times, friends who encouraged him and clients who trusted him. “My vision is to help families achieve financial security and the secure financial future they deserve,” he says.
The way I see it
This is Oz… A land where you get an equal opportunity to turn your dreams into reality
Business mantra… Do not chase success, it’s a byproduct of chasing excellence combining with honesty
Who’s Who of Adelaide’s & Melbourne’s Indian Community 2018 magazine now online! Click here.
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