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

02 Aug 2018

Little Known Tax Savings to Lower What You Owe

Trying to figure out how much money you can save on your taxes can be difficult, especially since the tax guidelines seem to change just slightly every year. While it might seem like you have a number months to prepare the information for your taxes, the reporting deadline will arrive faster than it seems like […]
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26 July 2018

High alert issued over myGov scam

The National Cyber Security Alliance website – ‘Stay Safe Online’ has issued a high alert concerning a bogus myGov email. The email promises taxpayers a tax refund but instead is being used to steal financial and personal information. The email has the subject line, ‘Important information regarding your account’, has the myGov logo and claims […]
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19 July 2018

Dinesh takes charge as the President of Wanneroo Business Association

We are excited to have our Managing Director, Dinesh Aggarwal, as the new president of the prestigious Wanneroo Business Association (WBA). The new board was appointed during the AGM held on 18th of July 2018 and was witnessed by members of the Wanneroo small business community. […]
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