Empowering
you to reach your
full potential

By delivering award-winning and tailor-made solutions.
Whether you are a business owner, in the workforce, retired,
or somewhere in between, we are here to guide you.

Key Awards We’ve Won

Winner of Australian Multiservice Firm of the Year 2023

We understand work, personal, and family life are connected, and your financial needs change as the game of life unfolds. Our experienced team back your big vision and will support you through challenges that may come along.

How we support your journey

Business Advisory, Tax and Accounting Services

Mortgage Broking and Business Loans

Legal Advice & Succession/Estate Planning

CFO Services and Bookkeeping

Financial Planning and Wealth Management

Business & General Insurance Broking

Managed IT & Cyber Security

HR, Recruitment & Investigation Solutions

Our Values

Fortuna’s core values reflect who we are; and how we aspire to work together and with our clients.

Integrity

Acting with honesty and being transparent and accountable in all business dealings.

Client focus

Prioritise client needs and satisfaction, aiming to deliver exceptional customer service, build long term relationships based around trust, confidence and understanding.

Quest for Excellence

Expecting excellence not just from ourselves, but our team, our clients, and partners

People Culture

Focused on equal opportunities, fostering a sense of belonging, celebrating, and recognising success.

Thinking about transforming your financial situation? 

Don’t just take our word for it

RDA Pilbara, Tony Simpson - CEO

Hear how we helped the Pilbara Regional Development Association set a path for the future.

Meet the Senior Team

Keep your finger on the pulse

We stay ahead of the curve by keeping up to date with all things business, tax and legal so you can just read the important bits.

Tips For Negotiating and Securing a Property Contract

You may have noticed how competitive the property market has been since COVID stimulus packages triggered the biggest uplift we’ve seen in over a decade.

Trade Credit Insurance

Fortuna Insurance understands how Trade Credit Insurance helps protect your business when customers don’t pay.

Why Every Australian Needs a Will - And How a Financial Planner Can Help

Most of us know we should have a will, but surprisingly, almost 40% of adult Australians still don’t.

Purchasing a Commercial Premises Through SMSF

For business owners looking to acquire a commercial premises, buying through their Self Managed Super Fund can be a great way to create a tax effective loop that benefits both the business and builds wealth for the future.

Giving back to our community

Our vision is to inspire people to come together and support those less fortunate by standing beside them at times of poverty and sickness; and not give up until we have together made a difference.

Join our vision and help us to support people in need.

Where you can find us

West Perth Head Office

Level 1, 147 Colin Street,
West Perth 6005
AUSTRALIA
(08) 9240 4211

PO Box 444
West Perth WA 6872

Geraldton

Carnarvon

Exmouth

Karratha

Bibra Lake

Mandurah

Maida Vale
Bunbury
Busselton
Margaret River
Albany

Ready to have your free consultation?