Succession Planning

Investment Advisory Services

Whether you are taking your first steps into investing or building on an existing portfolio, having the right guidance makes all the difference. We build investment strategies that are disciplined, tax-aware, and built around your specific circumstances.

Investment strategy development: personalised strategy reflecting your goals, timeline, and risk tolerance.

Portfolio construction: diversified portfolios across Australian and international equities, fixed income, and property.

Ongoing portfolio management: active rebalancing and tax-aware management to keep your portfolio on strategy.

Direct share advice: guidance on direct share investments appropriate to your portfolio and strategy.

Managed fund selection: quality managed fund identification across relevant asset classes and structures.

Portfolio review: independent assessment of existing holdings for concentration risk and tax inefficiencies.

Investing Without a Strategy Is Just Guessing

The investment landscape is noisy and full of conflicting advice. Without a clear strategy anchored in your personal goals, risk tolerance, and tax position, it is easy to make decisions that feel right in the moment but work against you over time. We cut through the noise and build something disciplined.

Tax Considered in Every Investment Decision

Investment decisions that ignore their tax implications can cost significantly more than expected. Our advisors work alongside Fortuna's accounting and tax team, ensuring the tax consequences of every investment recommendation are considered before you commit.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our investment advisors combine rigorous analysis with genuine care for your financial outcomes, working closely with Fortuna's tax and accounting team to ensure every recommendation is considered in the context of your complete financial picture.

With 15 years of global experience and a passion for meaningful outcomes, Mili leads Fortuna's wealth management division with the belief that financial freedom is just the beginning.

Mili Aggarwal

Director - Wealth Management

Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.

Andrew O'Neil

Senior Financial Planner

Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.

Louise Davies

Senior Financial Planner

Make Your Money Work as Hard as You Do.

Our experienced advisors work through your objectives, set appropriate timeframes, allocate your funds across the right mix of assets, and monitor your position over time, so your investments always work as hard as they should.