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

What to do if you get Audited by the ATO
18 Feb 2019

What to do if you get Audited by the ATO

Does panic set in the moment you receive a call from the ATO or your Accountant telling you that you are about to have your taxes audited? If it does, and you lose your sense of control & begin stressing, the first thing to do is just stop and breathe. Many times, its not what […]
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What happens if a person dies without a Will?
21 Jan 2018

What happens if a person dies without a Will?

It is a topic that no one likes to think about, but the importance of making a proper Will cannot be emphasised enough. If a person dies without leaving a Will this is known as dying “intestate”. This can also happen if a person has a will, but the Will is invalid because, for example […]
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FIFO Workers: What to Do to Avoid a Financial Disaster
08 Jan 2019

FIFO Workers: What to Do to Avoid a Financial Disaster

Given the previously seen volatility of the resources sector in WA, our expert Financial Planner, Louise Davies is warning those who have jobs as high paid fly-in-fly-out (FIFO) workers to spend wisely and make a financial plan or face some dire consequences. […]
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