Sectors
PERSONAL
Do you have a personal financial plan tailored to your individual needs? Will you have enough money to live comfortably in retirement?
FAMILY &
PRIVATE BUSINESSES
Do you operate a family or private business and need advice about wealth protection, business structures or succession planning?
ORGANISATIONS
whether it be a small to medium enterprises (SME), a large company, a not-for-profit organisation or a government organisation can often overshadow important wealth management issues.
What our Clients Say About Us
What our Clients Say About Us
Personal Financial Planning Solutions
Do you have a personal financial plan tailored to your individual needs? Will you have enough money to live comfortably in retirement? Would you like to develop an investment portfolio? Would you like to reduce the amount of tax you pay? Are you looking to purchase a new home or investment property? Would you like to manage your debt more effectively?
Fortuna Financial has helped many families and individuals develop comprehensive personal wealth strategies to build and maintain wealth, protect against risk, and plan for the future.
Our team of very experienced planners, headed by Paul Ellenberg, is well known for providing straight forward, practical and conservative advice. Our experienced financial advisors take a holistic approach to personal finances. They look at the big picture to identify issues, prioritise goals, and determine the best strategies and tactics to bring structure and control over your financial affairs.
At Fortuna Financial, we believe that wealth preservation and growth can only be achieved with a long-term consistent approach that is focused on a set of objectives, and reviewed regularly to ensure targets are met. We can work with you to achieve your wealth preservation goals.
Our areas of expertise are in the lead up to and throughout retirement. Including but not limited to:
Debt Management:
WE work solely for you, not the lenders. So, be it a loan for your first home, new home, investment property, financing or refinancing, you’ll find their knowledge, experience and personal service invaluable.- listen to your needs
- compare the most suitable loans from lenders around Australia
- look at ways to save you even more
- provide expert advice so you can make confident decisions
- handle negotiations, paperwork, roadblocks and details.
Financial Planning:
including identifying wealth creation goals, dealing with financial issues, and preparing and implementing a comprehensive financial plan:- tax planning
- wealth creation
- budgeting
- investments
Retirement Planning:
including formulating superannuation & retirement strategies, Including Self-Managed Superannuation Funds- Wealth Protection
- Wealth Creation
- Debt Reduction
- Investment advice: encompassing taking in direct shares, structured products and managed funds
* Comprehensive retirement income strategies incorporating
maximising Centrelink Benefits. minimising tax low risk approach liaising with Government departments on your behalf, including Centrelink & DVA detailed planning of how funds are distributed when you die* Comprehensive pre retirement strategies incorporating
– forward planning of retirement expenditure including regular income and lump sums – optimising net tax position to boost savings capacity – low risk approach to strategies and investments* Extensive Aged Care financial advice
– ACAT Low and High Care assessment advice on best strategies to reduce costs – detailed analysis on whether to retain or sell the family home – maximising Centrelink income – direct liaison with and on behalf of families with aged parents For further information about our Personal financial planning services, email admin@fortunafinancial.com.au or phone (08) 9476 9999.
Family and Private Businesses
Business Financial Planning Solutions
Do you operate a family or private business and need advice about wealth protection, business structures or succession planning?
At Fortuna Financial, we can tailor a financial plan to meet the specific financial goals of your family business or private enterprise.
Whether you’re managing 100 full-time employees or five part-time staff, we can help you create and implement financial strategies to accommodate your tax, personal, staff, and business obligations.
Our financial advisors can develop a plan to protect your business, as well as a retirement plan or succession plan to make your business work effectively and efficiently for you and your family. We’ll help you minimise your risk and maximise your earning potential and future growth.
Our Family Business and Private Business financial services include:
- Key Person Partnerships and Protection
- Succession Planning
- Estate Planning
- Business Expenses Cover
- Business structures
- Tax Advice (as per an under the terms of TPB)
- Analysis of Ownership Structures
- Group Insurance
- Group Superannuation
For further information about our Family Business and Private Business financial planning services, email admin@fortunafinancial.com.au or phone (08) 9476 9999.
Organisations
Organisations Financial Planning Solutions
The demands of operating a successful organisation, whether it be a small to medium enterprises (SME), a large company, a not-for-profit organisation or a government organisation can often overshadow important wealth management issues. At Fortuna Financial, we provide expert advice on current issues and strategies that impact Western Australian and National organisations.
We work closely with our clients to understand their current financial picture, take into account their short-term needs and long-term goals, then prioritise and plan a sound financial strategy.
Our Organisations financial services include:
- Key Person Protection
- Group Insurance
- Group Superannuation: including payroll and choice of fund advice
- Education for staff members
- Investment and reporting
For further information about our Organisations financial planning services, email admin@fortunafinancial.com.au or phone (08) 9476 9999.
Wealth Protection
At Fortuna Financial, we operate on a fee-for-service basis. As we are not governed by products that pay the highest commissions, you are free to choose the amount of financial planning or advice you require. It is essentially a user-pay approach. We will clearly articulate any fees to you for the provision of advice. These fees are fixed and agreed upon prior to engaging with one our advisers.
As such, we are able to prioritise your specific financial needs and provide advice on a much larger range of services and products. Our financial planners are highly regarded industry professionals who have the knowledge and skills to source the very best terms for you.
Our Retirement Planning services include:
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Wealth Creation
At Fortuna Financial, we operate on a fee-for-service basis. As we are not governed by products that pay the highest commissions, you are free to choose the amount of financial planning or advice you require. It is essentially a user-pay approach. We will clearly articulate any fees to you for the provision of advice. These fees are fixed and agreed upon prior to engaging with one our advisers.
As such, we are able to prioritise your specific financial needs and provide advice on a much larger range of services and products. Our financial planners are highly regarded industry professionals who have the knowledge and skills to source the very best terms for you.
Our Wealth Creation services include:
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Debt Management and Lending
At Fortuna Financial, we operate on a fee-for-service basis. As we are not governed by products that pay the highest commissions, you are free to choose the amount of financial planning or advice you require. It is essentially a user-pay approach. We will clearly articulate any fees to you for the provision of advice. These fees are fixed and agreed upon prior to engaging with one our advisers.
As such, we are able to prioritise your specific financial needs and provide advice on a much larger range of services and products. Our financial planners are highly regarded industry professionals who have the knowledge and skills to source the very best terms for you.
Our Debt Management and Landing services include:
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Aged Care
At Fortuna Financial, we operate on a fee-for-service basis. As we are not governed by products that pay the highest commissions, you are free to choose the amount of financial planning or advice you require. It is essentially a user-pay approach. We will clearly articulate any fees to you for the provision of advice. These fees are fixed and agreed upon prior to engaging with one our advisers.
As such, we are able to prioritise your specific financial needs and provide advice on a much larger range of services and products. Our financial planners are highly regarded industry professionals who have the knowledge and skills to source the very best terms for you.
Our Aged Care services include:
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Other
At Fortuna Financial, we operate on a fee-for-service basis. As we are not governed by products that pay the highest commissions, you are free to choose the amount of financial planning or advice you require. It is essentially a user-pay approach. We will clearly articulate any fees to you for the provision of advice. These fees are fixed and agreed upon prior to engaging with one our advisers.
As such, we are able to prioritise your specific financial needs and provide advice on a much larger range of services and products. Our financial planners are highly regarded industry professionals who have the knowledge and skills to source the very best terms for you.