Fortuna Legal specialises in helping individuals and families safeguard their wealth and business interests through comprehensive estate planning. Our approach addresses complex family and business dynamics, ensuring effective transfer, control, and management of assets for maximum benefit. Our services include:
- Structured succession planning for business continuity and wealth management.
- Smooth transition with clear roles and responsibilities.
- Business, asset, and taxation protection strategies.
- Wealth extraction planning.
At Fortuna Legal, our legal team offer objective guidance and facilitate crucial discussions to avoid future complications. Our estate planning encompasses effective wealth structuring, strategic Will creation and execution, tax implications management including superannuation, and family education and communication. Begin protecting your family, business and wealth management today by contacting us for an initial consultation.
Don’t put it off any longer
Thinking about death is difficult, but making your Will saves your family and loved ones from inconvenience and expense at a time when they are most vulnerable.
- Look after your family
- Make sure your estate is dealt with as you wish
- You’ll feel relieved knowing your affairs are in order
What our clients say
The team at Fortuna Legal are real professionals who provide excellent service. Thanks to Stephen and Nathan for not only helping myself with legal documents but also directing me to there webinars and blog posts on their website to learn more about what they do!
Jake Cestrilli
Nathan was an absolute pleasure to work with throughout our entire online property transaction. Very professional and super clear communications. Regards. Matt Cruden
Matt Cruden
The team at Fortuna Legal are real professionals who provide excellent service. Thanks to Stephen and Nathan for not only helping myself with legal documents but also directing me to there webinars and blog posts on their website to learn more about what they do!
Jake Cestrilli
Nathan was an absolute pleasure to work with throughout our entire online property transaction. Very professional and super clear communications. Regards. Matt Cruden
Matt Cruden
Why choose us
We make it easy for you
We offer practical guidance at every step. We’ll help you work out the answers to the difficult questions.
Friendly and efficient service
We’ll anticipate your needs and exceed your expectations. Read what our clients say.
Fixed prices
Whether you need a simple Will or a comprehensive estate plan, we’ll give you a fixed price quote in advance.
Reach Us
Suite 2, 110 Erindale Road (entrance via Mumford place) Balcatta 6021, Western Australia
+61 8 9240 8920
+61 8 9200 5018
info@fortunalegal.com.au
Talk To Our Team