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

IABCA 2018 SME of the Year
18 Oct 2018

Fortuna brings back national glory to WA – Wins IABCA 2018 SME of the Year

We are humbled to have succeeded in bringing back glory to WA yet again. Fortuna Advisory Group won the prestigious 2018 SME of the Year award at the India Australia Business & Community Awards (IABCA) held at the Brisbane City Hall on 12th October. Melvyn Gilbert received the award on behalf of the team. […]
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03 Sep 2018

Naturality – The New Normal in CRM

TThere are hundreds of management jargons which revolve around us on a normal day – while some of them are quite impressive to use at lectures, most are practically hilarious to real professionals. I had some time today and thought of writing about this new jargon – something I have been thinking about for a little while: ‘Naturality – the new normal in CRM’. […]
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19 July 2018

The WA economy – How its affecting your business

Small businesses represent more than 96 percent of all businesses in Western Australia – making a contribution of almost $40 billion per year and as global growth has picked up, so has demand for WA’s commodities. It is expected that export growth will continue to be the state’s most important economic engine over the next […]
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