Unlocking Potential, Crafting Success.
Discover how Fortuna Advisory Group uses its suite of services spanning accounting, legal, wealth management and general insurance, to transform clients visions into reality.
Navigating to Success with Pilbara RDA
Explore how Fortuna has streamlined Pilbara RDA’s financial processes, provided valuable savings, and set them up for future success.
Building Foundations with Aldin Group
Learn how together, Aldin and Fortuna have laid the groundwork for success, turning challenges into opportunities.
Ready to embark on a journey towards financial excellence?
Having sold a family business, and ending a marriage, I found myself with money and property but did not have the knowledge or skills to manage it effectively. A friend suggested I speak with Andrew and from our first meeting I felt very comfortable with him, and he understood what I needed. Andrew helped me set up a proper plan that gave me regular income while making sure my money was safe. Ten years later, I'm amazed that my money hasn't just lasted - it's actually grown! Andrew has helped me with everything from my will to important financial documents and transitioning from super to pension, always explaining things in ways I can understand. I totally trust Andrew, and what I appreciate most is his very balanced approach to financial management. For anyone who thinks they can handle their finances alone - trust me, get help. The financial landscape can be complex, and having Andrew's expertise has made all the difference to my peace of mind.
Jenny
After my divorce, I was concerned about my financial future. Taking a recommendation from my siblings I booked a consultation with Andrew O'Neil, and from our first meeting, he made me feel completely at ease. He never judged my limited financial knowledge, and he treated my money like it was his own.
When I was made redundant after 24 years with the same company, Andrew's guidance proved to be invaluable. Instead of just paying down my mortgage with the payout as I would have done, he helped me explore smarter investment strategies. He also advised me to sell my house at a time I didn’t predict - a decision that turned out to be perfect and helped set me up for long-term success.
Twenty years later, Andrew's not just my financial planner, he's a trusted friend who's helped me change from being anxious about money to feeling confident and secure about my future. His genuine care and expertise have helped me make the right decisions at every major life change.
Paula James
You won't find a better team! Fortuna Advisory Group are absolute stars. Tax time is a breeze with these professionals guiding the process. Always ready to answer questions and provide advice; I'm never made to feel like an imposition when calling with the smallest query. Sian and Naomi (and the entire team) are extremely professional and know their stuff. Don't waste time with others, come straight to the best!
Natalie Sarstedt-McCarthy
The team at Fortuna Advisory Group has been extremely helpful. After changing accountants for more than 5 times we finally feel we are in safe hands. Having your accountants and the legal team under the same place made restructuring very smooth. Both teams exactly knew what happens at all times. Melvyn and Ahmrit have been amazing at explaining in an everyday language everything until we understood. I can't recommend them enough. You'll be in safe hands. Thanks Fortuna Advisory Group.