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Fortitude Wealth Management
For our valued clients

Your financial life keeps moving.
Make sure your plan does too.

A review with Alex Macintyre keeps your investments aligned with your goals, catches tax opportunities, and reflects the life changes that matter. As long or short as you need. Most wrap in 30 to 45 minutes.

Usually 30–45 minutes Private & confidential
Select your time

Pick a time that suits you.

You'll get a confirmation email straight away. Reschedule any time from that email.

Online review

A secure video meeting you can join from anywhere. You'll receive a private link with your confirmation email.

Phone review

A straightforward call at your scheduled time. Alex will call you directly on the number you provide.

You'll choose online or phone as part of picking your slot

Trouble seeing the calendar? Open Calendly in a new tab

Why book a review

The single highest-leverage thing you can do with your plan.

  • 01

    Stay on track for your goals

    Retirement, a home, education, that sabbatical. Alex checks whether you're still on pace and adjusts if the numbers have moved.

  • 02

    Rebalance & spot opportunities

    Markets shift. Alex reviews allocation, contributions, and whether there are tax-efficient moves worth making before year-end.

  • 03

    Reflect life changes

    New job, growing family, inheritance, health event. Your plan should evolve with you, not lag six months behind.

  • 04

    Peace of mind

    Walk away knowing exactly where you stand, what's working, and what the next 12 months look like.

Before we meet

A minute of reflection goes a long way.

Nothing to prepare formally. Alex has your file. Just have these in mind and the meeting becomes far more useful.

  • Any recent life changes: job, family, health, home
  • Goals that have shifted or new ones on the horizon
  • Questions you'd like Alex to walk through with you
  • Topics you'd like to explore: markets, tax, or income
How it works

A considered process, simply arranged.

  1. Pick a time

    Choose a slot that works for you, video or phone. Reschedule any time.

  2. Alex preps for you

    Alex pulls together your portfolio, goals, and any recent updates in advance.

  3. Walk away clearer

    You'll leave with a clear view of where you stand and a short list of next steps.

Frequently asked

Questions, answered.

Your next step

Two minutes now saves a lot of second-guessing later.

Pick a time that suits you. Alex and the team will take care of the rest.