Fortuna Advisory Group
  • Accountancy & advisory
  • Charity, social work & volunteering
  • Law

Fortuna Advisory Group was born to create the joy that comes from seeing dreams become reality. A conglomerate of professional service providers, we believe that financial understanding and security are often keys that enable this. Our work brings people on a journey with us empowering businesses and individuals to reach their full potential, while positively impacting the lives of business owners, their teams, customers, and society itself.

Located in Balcatta, WA and branch office in Carnarvon, we demonstrate our belief by providing award-winning solutions in the areas of Tax & Business Advisory, Financial Planning, Mortgage Broking and Legal Services. We also believe in giving back to society through our philanthropic arm – The Fortuna Foundation.

With focus on the fast changing dynamics of the global economy, Fortuna is founded on a rich reservoir of knowledge and cultural backgrounds. A group of progressive thinkers, we always stay ahead of the...

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Fortuna Advisory Group was born to create the joy that comes from seeing dreams become reality. A conglomerate of professional service providers, we believe that financial understanding and security are often keys that enable this. Our work brings people on a journey with us empowering businesses and individuals to reach their full potential, while positively impacting the lives of business owners, their teams, customers, and society itself.

Located in Balcatta, WA and branch office in Carnarvon, we demonstrate our belief by providing award-winning solutions in the areas of Tax & Business Advisory, Financial Planning, Mortgage Broking and Legal Services. We also believe in giving back to society through our philanthropic arm – The Fortuna Foundation.

With focus on the fast changing dynamics of the global economy, Fortuna is founded on a rich reservoir of knowledge and cultural backgrounds. A group of progressive thinkers, we always stay ahead of the curve through keen focus on Research, digital disruption and Continuous Professional Development.

Along with providing a one stop solution for all commercial needs, we have a distinctive culture based on our organisational values which demonstrate our uniqueness, sets us apart from the rest, and guides our actions, communications and decisions.

Our Organisational Values:

  • Be prepared to stand out from the crowd;
  • Treat customers as if they were guests in our own home;
  • Pursue growth and learning;
  • Embrace the potential of every customer;
  • Build relationships based on mutual respect, expertise, and friendship,
  • Be passionate about making a positive difference;
  • Exercise moral leadership in all that we do;
  • Build a positive team spirit;
  • Deliver exceptional results through commitment and accountability;
  • Celebrate our achievements and acknowledge contributions; and
  • Know why we do what we do.
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