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(08) 9240 4211

financial planning services in Perth
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financial planning services in Perth
  • 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 We help put all the pieces of the puzzle together to ensure the correct products, structures and strategies are used to suit your individual requirements.
      • Legal Services and Advice 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.
      • 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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Standing up to the ATO: Fortuna Advisory Group wins $0.5 million tax objection

Standing up to the ATO: Fortuna Advisory Group wins $0.5 million tax objection

by Stephen Gethin | Aug 13, 2019 | Blog, News

Fortuna Accountants & Business Advisors along with Fortuna Legal combined to successfully object to an amended assessment issued by the ATO which sought to impose additional tax, penalties and loss denials on a restaurant group of over $500,000.

(more…)

Which Type of Super Fund is Right for You?

Which Type of Super Fund is Right for You?

by Louise Davies | Jun 12, 2019 | Blog, News

Superannuation.

Every working Australian has it, we all need it, but not all of us take the time to think about exactly what is happening with our money.

(more…)

Fortuna – Australian Accounting Award Finalists 2019

Fortuna – Australian Accounting Award Finalists 2019

by Melvyn Gilbert | Apr 26, 2019 | News

At Fortuna we believe in providing exceptional results through commitment and accountability. To see this belief appreciated by our clients and all who support us is truly humbling for everyone in Fortuna.

(more…)

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Blogs

  • Leasing new business premises? DON’T sign that Offer to Lease…
  • When should you update your Will?
  • Insurance in Superannuation – The hidden trap that could leave you vulnerable
  • Understanding Your Pension after Retirement in Australia
  • The Million Dollar Question – Buy or Rent?
  • Black-tie dinner to end homelessness – Really?
  • Standing up to the ATO: Fortuna Advisory Group wins $0.5 million tax objection
  • Which Type of Super Fund is Right for You?
  • What are Variable Home Loans all about?
  • Fortuna – Australian Accounting Award Finalists 2019

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