About

About Fusion

Fusion Financial began in 2008 with a focus on investments. Over 10 years, we have expanded our offerings to include banking, investments, insurance, and group benefits.

We work with our clients to simplify their finances and allow them to spend more time on what matters most. We strive to create long term, long lasting relationships with our clients in order to help them plan for and protect their future.

Our Services

WHY FUSION

Why work with Fusion Financial Management?

Experience Equals Exceptional Results.

We are an independent financial planning business with a commitment to providing experienced advice resulting in exceptional outcomes.

We have built our service on three main pillars of success:

Experienced Advice

We use our years in the industry to share our knowledge and past experience. We believe everyone should have access to good, solid advice in order to benefit their financial position.

Independence

We are a local, independent business and aren’t married or tied to any one financial company. As such, we have affiliations with a number of different globally-respected financial companies, allowing us to help pick the most suitable options for our clients. We aren’t limited by restrictive relationships with financial institutions.

Relationships

Relationships are arguably the most important aspect of our business and we believe strong relationships are built on interaction and conversation. We work hard to earn the trust of our clients from the onset, and work daily to maintain those relationships through exceptional service.

Year Established

Products

Team Size

Clients

OUR PROCESS

Let Your Financial Plan Lead The Way.

LEARN

We start by learning about you and what matters most. We listen to your concerns, answer your questions, and learn what is currently working well.

EVALUATE

Next, we look at where you are now, where you want to be, and what it’s going to take to get you there. This is where we review your assets and opportunities, as well as risks and challenges that could threaten your success.

ADVISE

Now we step into your shoes and answer the question: “What would I do?” The answer is what we base our suggestion and advice on for your financial plan and future.

DEVELOP

Finally, we work with you to develop a financial plan that encompasses your needs and suits your priorities, time and resources.

Brett Wackenhut

Financial Advisor

Brett has over 17 years experience in the financial services industry, originally starting in the banking sector before starting Fusion Financial Management in 2008. Brett brings his experience and extensive knowledge to each of his clients, with a focus on building a financial plan that is specifically suited to individual needs.

On the personal side, Brett is married with two beautiful children. He loves camping, fishing, curling and anything outdoors.