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 philanthropic arm – The Fortuna Foundation.

PROFESSIONAL SOLUTIONS

Accountants Balcatta

ACCOUNTING & BUSINESS ADVISORY

  • Tax and Compliance Services
  • Business Advisory
  • Strategic Business Development
  • Self-Managed Superfund
  • Bookkeeping & CFO services

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Tax Advisory

LEGAL SERVICES

  • Business
  • Property
  • Super & Estate Planning

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Accounting & Tax Advisory

Smart Finance

  • Home Loans
  • Business Finance
  • Commercial Property Purchase
  • Cash Flow Financing
  • Motor vehicle Finance Equipment Finance
Accounting Balcatta

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

Balcatta Accountants


Latest Blogs

Find out our latest Blogs and News

The No-Plastic Challenge – spend using cash only
05 Dec 2018

The No-Plastic Challenge – spend using cash only

In an environment where we rely on our plastic cards so much, one of our professional financial experts has gone bank-card free in an effort to show how we can win with battle of budgeting. Louise Davies from Infinity Wealth Management (a subsidiary of Fortuna) recently decided to self-impose a ban on using plastic bank cards – including credit and debit cards in order […]
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ATO’s ‘Justified Trust Initiative’ – Do you need to be worried?
20 Nov 2018

ATO’s 'Justified Trust Initiative' – Do you need to be worried?

The agenda? – To shape and preserve the Australian community’s confidence that taxpayers are indeed paying the correct amount of tax. With this in mind, the ATO recently introduced its Justified Trust Initiative and its already leaving its mark on businesses in WA! […]
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Fortuna sponsors Edith Cowan University for the ‘Big Idea’ student competition
30 Oct 2018

Fortuna sponsors Edith Cowan University for the ‘Big Idea’ student competition

At Fortuna we strongly believe in building a better future for the next generation by empowering businesses and individuals that share this belief. Driven by this belief, we sponsored ‘The Big Idea’ competition, hosted by ECU at their Joondalup campus on the 25th of October. […]
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