Fortuna Advisory Group

About

Fortuna Advisory Group is dedicated to turning financial dreams into reality. As a conglomerate of professional service providers spanning six divisions across 16 offices throughout the regional and metropolitan areas of Western Australia, we empower businesses and individuals to reach their full potential through financial understanding and security.

Our comprehensive range of services includes Business Advisory, Tax & Accounting, CFO Services & Bookkeeping, Financial Planning & Wealth Management, Legal Services & Estate Planning, Business Loans & Finance Broking, and Business Insurance Broking.

This diverse array of offerings allows us to provide holistic solutions tailored to our clients' unique needs. We take pride in the positive impact we have on business owners, their teams, customers, and society at large.

Our dedication to excellence has been recognised with numerous accolades, including the Business Advisory Firm of the Year at the Australian Accounting Awards 2024, Multiservice Firm of the Year in 2023, and Firm of the Year in 2022.

Underpinning our existence is our strong belief in giving back to society through our philanthropic arm – The Fortuna Foundation.

Join us on our journey of financial empowerment and success. At Fortuna Advisory Group, we're not just planning for the future – we're creating legacies that last.

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Keywords

tax & compliance services, business advisory, strategic business development, selfmanaged superannuation funds, management accounting, bookkeeping, insurance, business insurance broking

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