Fortunity Central Coast

Fortunity Central Coast is a chartered accounting and financial planning practice in Erina, on the New South Wales Central Coast. It brings accounting, audit, asset management and wealth services under one roof and shapes them around each client's situation, working with local and national clients.

What Fortunity Central Coast does

• General accounting and tax: accounts preparation and taxation advice for businesses and individuals.
• Audit: audit work by qualified auditing professionals.
• Financial planning: long-term planning to build and protect wealth.
• Asset management: managing clients' assets alongside their accounting.
• Business sale support: clients describe help when selling a business they had grown.

Who it serves

Businesses, not-for-profit organisations and high net-worth individuals across a wide range of industries, from sole traders to firms with dozens of staff.

Key facts

• Based in: Erina, NSW Central Coast, Australia
• Team: six directors and more than thirty staff
• Trading as Fortunity: since 2006, after earlier names including Phillips McSweeney, Bird Cameron and Purkiss Cullen
• Professions: chartered accounting, financial planning and auditing