Fortuna Advisory Group

Fortuna Advisory Group Fortuna provides integrated financial services for Australian businesses and individuals. (08) 9240 4211
[email protected]

With 16 offices nationwide, our experienced team delivers tax, advisory, wealth, insurance, legal, HR, IT, mortgage broking and CFO solutions. At Fortuna, we provide comprehensive financial services to Australian businesses and individuals. Whether you need support with a specific financial matter or ongoing advice across multiple areas, our experienced professionals work together under one roof t

o deliver the expertise you need. Across 16 offices Australia-wide, we’re dedicated to helping our clients reach their financial goals. Our services include:

• Business Advisory, Tax & Accounting
• Financial Planning & Wealth Management
• Business & General Insurance Broking
• Legal Services & Succession/Estate Planning
• Managed IT & Cybersecurity
• HR, Recruitment & Investigation Solutions
• Mortgage Broking & Business Loans
• CFO Services & Bookkeeping

We’re proud to be recognised nationally for the work we do, receiving:

🏆Business Advisory Firm of the Year - Australian Accounting Awards 2024
🏆 Multiservice Firm of the Year - Australian Accounting Awards 2023
🏆 Firm of the Year - Australian Accounting Awards 2022

Through our Fortuna Foundation, we currently support people experiencing homelessness and hardship with free laundry services through our Positive Spin Van. At Fortuna, we genuinely care about our clients and take pride in the work we do. We believe our insight and foresight are valuable assets for every person and business we serve. Get in touch to find out how we can help you achieve your financial goals.

Congratulations Tanushree Arora-Sopori, Principal & Broking Operations Manager, for being recognised in Insurance Busine...
22/05/2026

Congratulations Tanushree Arora-Sopori, Principal & Broking Operations Manager, for being recognised in Insurance Business’ Hot List 2026.

The Insurance Business team considered more than 300 professionals and selected 54 for their leadership, innovation and contribution to the industry.

Thank you for the impact and difference you make to clients here, at Fortuna Insurance.

Read the article for more info: https://hubs.ly/Q04hBHt80

Wishing a wonderful Mother's Day to all the incredible mums in our community - from our team to yours, we hope your day ...
10/05/2026

Wishing a wonderful Mother's Day to all the incredible mums in our community - from our team to yours, we hope your day is filled with love, laughter, and joy.

One cyberattack every six minutes. The average cost to a small WA business: $56,600 - up 14% in a year.Yet only 10–20% o...
17/04/2026

One cyberattack every six minutes. The average cost to a small WA business: $56,600 - up 14% in a year.

Yet only 10–20% of Australian SMEs hold a cyber insurance policy.

Cyber insurance has shifted from a specialist niche to a commercial necessity - but having a policy isn't enough. Industry data shows approximately 40% of cyber claims are denied or disputed, most commonly because MFA wasn't fully implemented, or because the application overstated the controls actually in place.

Our latest article breaks down what cyber insurance actually covers in 2026, what underwriters now require before they'll insure you, and the specific reasons claims get denied - even when a policy exists.

If you're a WA business owner, this is worth 10 minutes of your time.

Read the full article here: https://hubs.ly/Q04ctGTS0

WA businesses face rising cyber threats in 2026. Learn what cyber insurance covers, what insurers require, and how to protect your business - from Fortuna Advisory Group.

We’re growing and we’re looking for great people to grow with us.Fortuna Advisory Group is a team of 100+ professionals ...
10/04/2026

We’re growing and we’re looking for great people to grow with us.

Fortuna Advisory Group is a team of 100+ professionals delivering high-quality support to clients across eight specialties nationwide.

We’re currently hiring:
• Senior Financial Planner (Financial Planning & Wealth Management) | West Perth
• Senior Accountant (Business, Accounting & Tax Advisory) | West Perth
• Assistant Manager | Business Services - West Perth
• Assistant Manager | Business Services - Maida Vale

What sets us apart:
✔ A collaborative, down-to-earth team culture
✔ Exposure to a diverse range of clients and work
✔ Genuine career progression as we continue to expand

If you take pride in your work and enjoy being part of a close-knit, high-performing team, we’d love to connect.

Learn more about joining Fortuna Advisory Group via the links in the comments. ⬇️

Happy Easter from all of us at Fortuna. 🐣Wishing you a wonderful Easter and long weekend filled with joy, good company, ...
05/04/2026

Happy Easter from all of us at Fortuna. 🐣

Wishing you a wonderful Easter and long weekend filled with joy, good company, and plenty of chocolate!

Exciting news - Valenti Lawyers is now part of Fortuna Legal Australia. This expansion marks a significant milestone for...
02/04/2026

Exciting news - Valenti Lawyers is now part of Fortuna Legal Australia.

This expansion marks a significant milestone for our legal division, bringing with it a highly regarded team and a strong reputation for delivering outstanding legal outcomes for clients. We're thrilled to welcome Kim Valenti and his experienced team into the fold from late April and look forward to the depth of expertise and the meaningful client relationships they bring to Fortuna Legal.

Together, we're building something exceptional - and our clients across Australia are the ones who benefit.

Welcome to Fortuna, Valenti Lawyers team!

📞 (08) 9240 4211 🌐 https://hubs.ly/Q049pcwJ0

Peel Taxation & Accounting has joined Fortuna Advisory Group, strengthening our team at our Mandurah office. We extend a...
31/03/2026

Peel Taxation & Accounting has joined Fortuna Advisory Group, strengthening our team at our Mandurah office. We extend a warm welcome to Stephen and Sharon Birch, along with their talented team, who will be joining us at 2/279 Pinjarra Road, Mandurah.

Stephen, Sharon, and their team bring a wealth of experience and expertise built through years of serving the Peel community. We look forward to the knowledge and client relationships they bring to our growing practice, and our enhanced ability to deliver exceptional, comprehensive advisory services to clients throughout the region.

Welcome to Fortuna, Peel Taxation & Accounting team!

📞(08) 9535 5566
https://hubs.ly/Q048-zdz0

24/03/2026

What a day!

Last Saturday, we brought together 50+ attendees ready to take their property journey to the next level for the Strategic Property Investment Forum.

From Perth's booming residential and commercial market outlook, to funding strategies in a rising rate environment, to the tax and structuring insights that separate good investors from great ones - you just had to be there!

The quote of the day? That honour goes to our Property Tax Specialist, Nitin Vashisht: "I can help you fire right, but I can't help you catch a bullet."

A brilliant reminder that the right structures and strategy need to be in place before you act to reap the most benefit - not after.

Thank you to everyone who joined us. Your energy made the day everything we hoped it would be. 💙

A special thanks to our speakers, Natalie Martin from Folio, Angad Singh and Adam Barry from Develop Capital, Michael Cameron from Jarra, and our own, Nitin Vashisht and Alana Magee.

📩 Ready to make your next move count?

If Saturday got you thinking about your tax structure or finance strategy, now is the time to act.

👉 Get in touch at (08) 9240 4211 or [email protected] and we'll connect you with the right person.

Another positive review we're pleased to share from one of our clients. It's great to hear that our well-rounded advice ...
24/03/2026

Another positive review we're pleased to share from one of our clients.

It's great to hear that our well-rounded advice is putting clients in a better position to understand their finances. Congratulations Melvyn on the great feedback.

📞(08) 9240 4211
✉️[email protected]
🌐https://hubs.ly/Q044yZ8j0

Read our new blog unpacking the ins and outs of what’s eligible when it comes to claiming your MBA expenses at tax time....
19/03/2026

Read our new blog unpacking the ins and outs of what’s eligible when it comes to claiming your MBA expenses at tax time.

There are specific requirements to meet and regulations to follow, and they’re not always straightforward to interpret on your own. Read more here to understand exactly what the rules are and how they might apply to you.
👉https://hubs.ly/Q044yYtB0

If you’d like personalised advice, please book an appointment with our accounting team. We’d be happy to review your situation and help ensure you’re claiming everything you’re entitled to.

📞(08) 9240 4211
✉️[email protected]
🌐https://hubs.ly/Q044yYc30

4.10%. The RBA just moved again.The investors who thrive in this market aren't the ones who panic - they're the ones who...
17/03/2026

4.10%. The RBA just moved again.

The investors who thrive in this market aren't the ones who panic - they're the ones who have the right strategy, structure and finance in place.

This Saturday, find out exactly what that looks like at the Strategic Property Investment Forum, at the Royal Perth Golf Club.

Only a handful of tickets left. Are you in?
📅 Saturday, 21 March
🔗 https://hubs.ly/Q0473rBT0

Address

147 Colin Street
Balcatta, WA
6005

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+61892404211

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