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

10 July 2018

End Of FY Income Tax Return Checklists

Click on the checklist that applies to you below to find out what you need to have ready pre-tax lodgment . INDIVIDUAL TAX RETURN CHECKLIST BUSINESS RETURN CHECKLIST While it can be tempting to put off completing your tax return […]
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09 July 2018

Tax Time Tips for Small Businesses

Tax Time Tips: Small Business Tips for the closed financial year Now that we’re into a new financial year, you’re probably still cleaning your books to meet with your Accountant and talk about your tax liability for last year.[…]
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25 June 2018

ATO changing GST collection for some property transactions

As of the 1st of July 2018, those who purchase new residential premises or potential residential land need to withhold an amount from the purchase price and pay it directly to the ATO on or before settlement[...]
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