Treating customers

As if they were guests in our own home

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Pursuing Growth & Learning

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Being passionate

About making a positive difference

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Celebrating our achievements and being acknowledged for our contributions

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Building a positive team

Spirit and knowing why we do what we do

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Welcome to Fortuna Advisory Group


Fortuna Advisory Group was born to create the joy that comes from seeing dreams become reality. A conglomerate of professional service providers, we believe that financial understanding and security are often keys that enable this. Our work brings people on a journey with us empowering businesses and individuals to reach their full potential, while positively impacting the lives of business owners, their teams, customers, and society itself. Located in Balcatta, WA and branch office in Carnarvon, we demonstrate our belief by providing award-winning solutions in the areas of Accounting & Tax Advisory, Finance & Mortgage Broking, Legal Services and Wealth Management. We also believe in giving back to society through our philanthropicarm – The Fortuna Foundation.

PROFESSIONAL SOLUTIONS:


ACCOUNTING & BUSINESS ADVISORY’

Tax and Compliance Services
Business Advisory
Strategic Business Development
Self-Managed Superfund
Bookkeeping & CFO services

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LEGAL SERVICES


Business
Property
Super & Estate Planning

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SMART FINANCE


Home Loans
Business Finance
Commercial Property Purchase
Cash Flow Financing
Motor vehicle Finance Equipment Finance

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WEALTH MANAGEMENT

Fortuna Advisory Group offers a full service financial advice and financial planning solution to those looking for a reliable ongoing relationship.

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Awards


Find out our latest Awards and Events

BLOG/NEWS


Find out our latest Blogs and News

The Federal Budget 2018: What you need to know.

Personal income tax cuts for low to middle income earners. From July this year, the 32.5% tax bracket will be lifted to $90,000 from $87,000. A new tax offset of $530 a year, paid as a lump sum. Those[...]

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Do you Import low value goods? If so, this one’s for you!

Are you a small business importing goods worth over A$1,000 from overseas? Are you registered for Australian goods and services tax (GST)? Then you must know that, from 1 July 2018, (GST) will apply [...]

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ATO Cracks down on FBT Lodgements

When it comes to fringe benefits tax (FBT), a simple mistake or omission can attract the ATO’s attention. Small businesses are encouraged to be mindful of focus areas that provide clarity in their r[...]

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