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Setting Up for the Future with Fortuna
Pilbara Regional Development Association (RDA Pilbara)
The Context
RDA Pilbara is a federally funded not-for-profit organisation working to drive economic development, investment and community growth across Western Australia's Pilbara region. As the organisation grew in scope and complexity, managing its financial processes, compliance obligations and governance requirements placed increasing pressure on internal resources. RDA Pilbara needed a trusted advisory partner who understood the unique operating environment of a government-funded not-for-profit - and could help streamline its financial operations for long-term sustainability.
How We Helped
Fortuna worked closely with the RDA Pilbara team to review and streamline their financial processes, bringing greater structure, efficiency and clarity to their accounting and reporting. We provided ongoing accounting and compliance support tailored to the obligations of a federally funded not-for-profit, including grant acquittals and financial reporting. Our team also identified areas where cost savings and process improvements could be made - delivering practical outcomes quickly and building a foundation for confident financial management going forward.
The Impact
RDA Pilbara emerged with cleaner, more efficient financial processes and a clearer picture of its financial position - giving the organisation and its leadership the confidence to focus on its core mission of regional development. The partnership with Fortuna has set the organisation up with the financial infrastructure and advisory support it needs to operate effectively and sustainably into the future.
What Our Clients Say
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.
Tony Simpson
|
Video Testimonial
Having sold a family business, and ending a marriage, I found myself with money and property but did not have the knowledge or skills to manage it effectively. A friend suggested I speak with Andrew and from our first meeting I felt very comfortable with him, and he understood what I needed. Andrew helped me set up a proper plan that gave me regular income while making sure my money was safe. Ten years later, I'm amazed that my money hasn't just lasted - it's actually grown! Andrew has helped me with everything from my will to important financial documents and transitioning from super to pension, always explaining things in ways I can understand. I totally trust Andrew, and what I appreciate most is his very balanced approach to financial management. For anyone who thinks they can handle their finances alone - trust me, get help. The financial landscape can be complex, and having Andrew's expertise has made all the difference to my peace of mind.
Jenny
|
Google Review
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.
Paula James
|
Google Review
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!
Natalie Sarstedt-McCarthy
|
Google Review
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.
Vanesa Gonzalez
|
Google Review
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!
Nimesh Patel
|
Google Review
Amazing - Sahil the legend was clear, punctual and precise. We were insured within the hour after receiving and selecting from the quotes. Definitely recommend.
Sherzad Dabag
|
Google Review
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.
Gurinder Pal Singh
|
Google Review
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.
Ajit Virk
|
Google Review
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.
Long-Term Client
|
Google Review
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.
Tony Simpson
|
Video Testimonial
Having sold a family business, and ending a marriage, I found myself with money and property but did not have the knowledge or skills to manage it effectively. A friend suggested I speak with Andrew and from our first meeting I felt very comfortable with him, and he understood what I needed. Andrew helped me set up a proper plan that gave me regular income while making sure my money was safe. Ten years later, I'm amazed that my money hasn't just lasted - it's actually grown! Andrew has helped me with everything from my will to important financial documents and transitioning from super to pension, always explaining things in ways I can understand. I totally trust Andrew, and what I appreciate most is his very balanced approach to financial management. For anyone who thinks they can handle their finances alone - trust me, get help. The financial landscape can be complex, and having Andrew's expertise has made all the difference to my peace of mind.
Jenny
|
Google Review
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.
Paula James
|
Google Review
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!
Natalie Sarstedt-McCarthy
|
Google Review
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.
Vanesa Gonzalez
|
Google Review
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!
Nimesh Patel
|
Google Review
Amazing - Sahil the legend was clear, punctual and precise. We were insured within the hour after receiving and selecting from the quotes. Definitely recommend.
Sherzad Dabag
|
Google Review
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.
Gurinder Pal Singh
|
Google Review
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.
Ajit Virk
|
Google Review
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.
Long-Term Client
|
Google Review
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.
Tony Simpson
|
Video Testimonial
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