Fortuna Advisory Group

Fortuna Advisory Group is a Perth firm in Western Australia that combines tax and accounting with business advisory, finance broking, financial planning and legal services. It aims to help clients keep their tax down and get the right structures and finance in place, and works across several industry sectors under its managing director and team.

What Fortuna Advisory Group offers

• Tax and compliance — tax returns, international tax, foreign business planning and help with ATO audits and disputes.
• Business advisory — business planning, buying or selling a business, succession planning and strategic development.
• Accounting and bookkeeping — bookkeeping, management accounts and reporting, plus outsourced CFO and company secretary roles.
• Superannuation — self-managed super fund administration and advice.
• Finance broking — arranging business, commercial property and equipment finance.
• Financial planning and legal — budgeting, cash flow, retirement and estate planning, alongside business and property law, settlements and wills.

Who it works with

The group serves businesses and individuals in Perth across several sectors, including foreign businesses planning operations in Australia.

Key facts

• Based in: Perth, Western Australia
• Service lines: Tax and advisory, finance broking, financial planning, legal