Laying the Groundwork for Success

After my divorce, I was concerned about my financial future. Taking a recommendation from my siblings I booked a consultation with Andrew O'Neil, and from our first meeting, he made me feel completely at ease. He never judged my limited financial knowledge, and he treated my money like it was his own. When I was made redundant after 24 years with the same company, Andrew's guidance proved to be invaluable. Instead of just paying down my mortgage with the payout as I would have done, he helped me explore smarter investment strategies. He also advised me to sell my house at a time I didn't predict - a decision that turned out to be perfect and helped set me up for long-term success. Twenty years later, Andrew's not just my financial planner, he's a trusted friend who's helped me change from being anxious about money to feeling confident and secure about my future. His genuine care and expertise have helped me make the right decisions at every major life change.

You won't find a better team! Fortuna Advisory Group are absolute stars. Tax time is a breeze with these professionals guiding the process. Always ready to answer questions and provide advice; I'm never made to feel like an imposition when calling with the smallest query. Sian and Naomi (and the entire team) are extremely professional and know their stuff. Don't waste time with others, come straight to the best!

The team at Fortuna Advisory Group has been extremely helpful. After changing accountants for more than 5 times we finally feel we are in safe hands. Having your accountants and the legal team under the same place made restructuring very smooth. Both teams exactly knew what happens at all times. Melvyn and Ahmrit have been amazing at explaining in an everyday language everything until we understood. I can't recommend them enough. You'll be in safe hands. Thanks Fortuna Advisory Group.

I have been with Fortuna Advisory Group for the past 7 years, and my experience has been excellent. Their service with insurance claims has always been very fast and efficient. A special thanks to Sumeet and Anush for their outstanding support - they are always helpful, responsive, and professional. Highly recommended!

Amazing - Sahil the legend was clear, punctual and precise. We were insured within the hour after receiving and selecting from the quotes. Definitely recommend.

Sahil delivered an excellent customer experience. I am very happy as he tailored the insurance cover as per my budget and needs. He was amazing, helpful, polite and patient regarding the information I needed to provide, and he went through the policy to ensure I understood what I was covered for. 100% Recommended.

Fortuna Insurance handled my vehicle claim with incredible speed and efficiency, taking all the stress out of a difficult situation. Thanks Anush - I really appreciated how you kept me updated throughout the entire claims process.

In 2007, having moved to Perth in great upheaval, I found a tax accountant - Barbara - who helped me with financial matters and sound practical advice at a time of crisis. Every year thereafter things got better. Career back on track, and I stayed with what became Fortuna as my work and I moved interstate. This year, having fully and comfortably retired, was the last tax return! Thank you Fortuna for the consistently personal and helpfully efficient service you have given a small client like me over the years.

Fortuna completed a Governance Self-Assessment Audit for our Committee in Karratha. They were very pro-active, friendly and were able to have it completed within a very short time-frame.