Be Ambitious

Treating customers

As if they were guests in our own home

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Pursuing Growth & Learning

FORTUNA ADVISORY GROUP

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Being passionate

About making a positive difference

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Celebrating our achievements and being acknowledged for our contributions

FORTUNA ADVISORY GROUP

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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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We Stay With You For Life!

Awards


Find out our latest Awards and Events