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 unforseen risks that may give rise to financial distress ensuring that your current and future financial needs are met.
Fortuna Financial is an authorized representative of AD Advisory Services (AFSL 237058) At Fortuna Financial we aim to develop, implement, and maintain comprehensive financial strategies to meet the personal and business needs of our clients. We are not influenced by commission fees and do not have an affiliation with any one company or product.
We were founded in 1997 and based in Perth, WA, we have clients in rural WA, regionally and nationally. We have recently expanded our presence and now have offices in Sydney NSW.
Fee-for-Service Financial Planners
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.
We specialise in:
- Holistic Financial Planning
- Estate planning advice
- Superannuation
- Self-Managed Super Funds (SMSF)
- Retirement Planning
- Aged care
- Centrelink advice
- Wealth Creation
- Tax Effective Investments
- Investment Advice
- Wealth Protection
- Trauma Insurance
- Income Protection
- Personal Insurance
- Group Risk Insurance
- Key Person Insurance
- Life Insurance
- Mortgage Broking
- Debt Management
- Debt Reduction
- Succession Planning
- Buy/Sell Agreements
- Partnership agreements
- Redundancy Strategies
- Business and Trust Structures
