Meet the Team
“I have a passion for ensuring that all my clients have a protection plan in place that meets their personal circumstances with protection cover that includes all the family.”
Mortgage & Protection Administrator
My work at Fortune Financial Planning
My name is Claudia, and I am a new team member at Fortune Financial Planning. I work as a Mortgage & Protection Administrator supporting our Fortune Financial mortgage brokers who offer mortgage and protection advice. I am excited to be a part of this friendly and vibrant team.
My previous work experience was in childcare, but in the new year I decided I was ready for a career change. I wanted to expand my skills and received this fantastic opportunity to join the Fortune Financial Planning team.
Life outside of Fortune Financial
During the last few years, I have also had the opportunity to volunteer with Garden House Hospice and raise money for Bowel Cancer Research, so I am excited to join a business that supports wonderful charities.
I enjoy staying active in my free time, going for walks, hitting the gym, or even playing a bit of football with my fiancé. If I want to relax, I like to do some journaling, reading, or watching a variety of different documentaries (history is my favourite).
Having family from overseas I have learned to truly appreciate the value of family time, and appreciate quality time with loved ones, so I prioritise spending time with them whenever I can!
“Rachel, Gemma & Cade helped with my Buy to Let Mortgage, they are very dedicated and helpful. Thank you for being so wonderful and gracious to me during the entire process! Thank you from the bottom of my heart for all of you. It has been a pleasure to work with all of you!”
“Mark, Gemma and the team helped me secure my mortgage on my first home. What I thought was going to be a stressful process, any worry was eased with the brilliant communication and knowledge at each stage. Extremely thankful for the excellent service, would highly recommend!”
“Fortune have arranged mortgage and associated insurances over the last six months and I've had nothing but positive experiences. They're extremely customer focused with each product tailored to me. The professional advice was a huge advantage and it was great to have the hassle of researching and comparing done for me.”