About Our Business
At Fortuna Financial our duty is to you, our client! We are not influenced by commissions or fees and have no bias towards any one product. This means we are free to choose the most appropriate financial products for you.
Our experienced advisers provide a wide range of financial services to work closely with you to tailor individual strategies to help you grow and maintain wealth. We will also assist in protecting you against any unforeseen risks that may give rise to financial distress ensuring that your current and future financial needs are met
MORTGAGE BROKING & LENDING SERVICES
We are pleased to announce that we, at FORTUNA FINANCIAL, have acquired our own Australian credit license.
At what age are you planning to retire? Will you have enough money to live comfortably in your retirement years? Will you qualify for age pension or centre link benefits?
SELF MANAGED SUPER FUNDS
Self Managed Superannuation (SMSF), also known as Do-It-Yourself Superannuation, allows you to take back control of your superannuation fund, allowing you the choice, freedom and flexibility of how your retirement funds ate invested.
You never know what tomorrow is going to bring, but it’s nice to know that if things go pear-shaped, your family and lifestyle is protected.
Why work harder when you can make your money work smarter? If you want to build wealth, reduce debt, and retire early, Fortuna Financial can help you develop a wealth creation strategy to accommodate your short-term needs and long-term goals.
DEBT MANAGEMENT AND LENDING
Managing debt can be a complex task. Whether you have debt against your home or an investment, Fortuna Financial can help you take control of your debt.
We are here to assist and prepare people in making the move to residential Aged Care. Our expert team of financial advisers work to protect a client’s assets and develop cashflow strategies for a confident and smooth transition. We will support you, the client, through every step of this new journey and make aged care affordable now and into the future. Let us take worry and stress away.
BUSINESS AND ADVISORY SERVICES
Our priority is to our clients and to help them grow, strengthen and develop their businesses. We can help you continue to prosper by setting up and executing your short- and long-term goals.
Our Planning process
It’s important to make sure you are comfortable with and that your financial planner has taken the time to understand your needs, goals and objectives before any recommendations are made. Here is what you can expect from our process.
01. CLIENT ENGAGEMENT
We will make contact with you outlining the roles and responsibilities of both the adviser and the client educating you on the financial planning process to follow. We will establish a meeting time to so we can start the discovery process.