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

Seven tips to travel on a budget

Careful planning can help you enjoy a great holiday, whatever your budget. Does it feel like ages since your last holiday? Maybe with responsibilities like paying off your credit card, saving for your[...]

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Dilemma Whether to Hold on to Your Investment Property or Let go?

Just last week, one of our very valued clients came over to discuss if to hold on to his investment property or sell it. The couple, like many others, had made an informed decision to invest in proper[...]

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Business Owners – Ensuring you Get Paid

There are a large number of legal reasons why people in small business do not get paid. Not all of them apply to all businesses, however some of them will apply to just about every business. Not getti[...]

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