Established in 2011 by Founder & MD, Dinesh Aggarwal, Fortuna is a conglomerate of companies providing award-winning solutions in the areas of Accounting & Tax Advisory, Finance & Mortgage Broking, Legal Services and Wealth Management.

With focus on fast changing dynamics of the global economy, Fortuna is founded on a rich reservoir of knowledge and cultural backgrounds. A group of progressive thinkers, we always stay ahead of the curve through keen focus on Research, digital disruption and Continuous Professional Development.

Along with providing a one stop solution for all commercial needs, we have a distinctive culture based on our organisational values which demonstrates our uniqueness, sets us apart from the rest, and guides our actions, communications and decisions.

Our Organisational Values

• Be prepared to stand out from the crowd;
• Treat customers as if they were guests in our own home;
• Pursue growth and learning;
• Embrace the potential of every customer;
• Build relationships based on mutual respect, expertise, and friendship,
• Be passionate about making a positive difference;
• Exercise moral leadership in all that we do;
• Build a positive team spirit;
• Deliver exceptional results through commitment and accountability;
• Celebrate our achievements and acknowledge contributions; and
• Know why we do what we do.

Vision:
To emerge as one of the top 100 accounting firms in Australia.
We take pride in our past achievements, believe in our present capabilities, and are ready to face head-on the challenges of time. In the journey towards our goal, we want you by our side. Our motivation to excel every day is inspired by our belief in being a partner to our clients.

Mission:
To continuously endeavour in partnering your financial well-being and progress.
Our mission lies in the very essence of our work ethics, which in turn are driven by our commitment towards each client and their overall financial progress. Our goal is to continuously endeavour in partnering your financial well-being. At Fortuna, we are not just accountants; we are your accountants and you can bank on us at all times, be it for every day or at times of considerable challenges.

 Awards and Laurels:

Winners, Accountants Daily, Australian Accounting Awards 2022

• Firm of the Year
• New Partner of the Year

Winner, Australian Accounting Awards 2020

• Boutique Firm of the Year (More than 20 Employees)

WA Finalist, Telstra Business Awards 2019

• Medium and Making Waves

Winner, Australian Accounting Awards 2019

• Multiservice Firm of the Year

Finalist, Australian Accounting Awards 2019

• Mid-size Firm of the Year (20 employees or more)
• Business Advisory Firm of the Year

Winner, India Australia Business & Community Awards 2018

• SME of the Year

Finalist, Australian Accounting Awards 2018

• Business Advisory Firm
• Diversified Firm of the year and
• Marketing Program of the year

Fortuna (after rebranding in May 2013):

• Winner, Stirling Business of the Year 2017
• WA Finalist, 2016 and 2015 Telstra Business Awards (Small Business)
• Finalist, Wanneroo Best Business of the Year 2015 (Over 5 & Under 20 employees)
• Winner, Business News Best Customer Service Award 2014
• Finalist, Common Wealth Bank (NW Metro) Best Business of the Year 2014
• Finalist, Common Wealth Bank (NW Metro) Best Customer Service Award 2014