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(08) 9240 4211
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Services
Business, Accounting and Tax Advisory
Through our proven expertise in Accounting and Tax Advisory, we cater to clients across several sectors. We know you work hard and want to minimise your tax, so you reap the full rewards of your efforts.
Mortgage Broking and Business Loans
Fortuna Finance helps you leverage your position and take control of your next financial move, whether you’re growing, restructuring, or investing.
Legal Advice & Succession/Estate Planning
Our legal teams vast experience drives high quality outcomes for a diverse client base. Services span business and tax law, SMSFs and wills, and Company Secretarial for ASX listed companies.
Outsourced Company Secretary Services
Expert guidance for SME’s through to multinational companies navigating the ASX, ensuring seamless financial compliance and strategic oversight. From CFO services like audit management to Company Secretary tasks such as ASX liaisons, we're your trusted ally.
Financial Planning and Wealth Management
Managing your money can get complicated and it is hard to know all the possibilities. Our experts are passionate about finance and stay up to date with the money world, so you don’t have to. They are here to help you make financial decisions, plan for the future, and reach your goals.
Fortuna People Solutions
Fortuna People Solutions is a dedicated division of Fortuna Advisory Group, created to support business owners with practical, commercial and people-focused solutions.
Business & General Insurance
Our insurance brokers are in your corner – we know you are focused on making your life and business succeed, so we help identify risks and protect what you have worked so hard for.
FortunaTech – Technology Solutions
We are a new Australian technology & managed services provider, driven by customer success.
About
About
Fortuna Advisory Group is a credible and resourceful business advisory firm delivering award-winning and tailor-made solutions. We empower you to reach your full potential, providing financial security in an often-unpredictable world.
Where You Can Find Us
Located throughout regional WA with offices in Geraldton, Carnarvon, Exmouth and Karratha, Fortuna provides a one-stop shop for all your financial needs.
Our MD and Team
With a multidisciplinary approach, our expert professionals understand your big vision and the challenges that come along.
Careers
We are always on the lookout for bright, talented people. Visit our careers page to learn more about available positions.
What Our Clients Say
Whether it's planning a step ahead or assisting with our varied services, we will stay with you for life. See the latest testimonials from our clients.
Community
Resources
Useful tools, tips and downloads to support your financial journey.
Pathways to Partnership
Fortuna provides Pathways to Partnership via merger, acquisition or partnership to entities who are looking to grow or exit.
Blogs
Get the latest industry news, trends, business and personal tips to get you ahead. Read more.
Newsletter
Keep Abreast with the latest industry news! Click to view the latest from Fortuna.
Make a Difference
We like to inspire people to come together. Clean clothes and bedding, we believe forms an essential part of human health and a positive growth in personal dignity. Learn about the Fortuna Foundation and Positive Spin.
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Death Benefit Nomination – SMSF only
