Succession Planning

Strategic Financial Planning Services

Your financial plan should be as individual as you are. Generic advice rarely accounts for the full complexity of your life, your goals, and your financial position. We build plans that are genuinely personal and reviewed regularly to stay relevant as things change.

Comprehensive financial plan: current position mapped against short, medium, and long-term goals.

Goal setting and prioritisation: financial goals clearly defined and prioritised to guide every decision.

Risk profile assessment: genuine attitude to risk and capacity for loss assessed carefully and used throughout.

Asset allocation strategy: appropriate mix of assets selected to match your goals and risk tolerance.

Tax-aware planning: accounting and tax implications considered as part of the planning process.

Ongoing plan reviews: regular reviews to assess progress and adjust the strategy as circumstances change.

A Plan That Stays Relevant to Your Life

Life changes, markets move, and goals evolve. A financial plan that is not reviewed regularly quickly becomes irrelevant. We conduct regular reviews of your plan to incorporate changes in your circumstances and ensure you remain on track toward your goals regardless of what changes around you.

Tax, Legal and Accounting Expertise Right Alongside

Financial planning works best when it considers your complete financial picture. Our planners work alongside Fortuna's accounting, tax, and legal specialists, ensuring your plan accounts for the tax, legal, and business dimensions of your financial life, not just the investment component.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our financial planners bring deep expertise across personal finance, investment strategy, superannuation, and tax planning, working in close collaboration with Fortuna's accounting and legal specialists.

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

A Financial Plan Built Around Your Life.

We take the time to understand your life, your goals, and your definition of success, then build a clear, step-by-step roadmap to get you there, reviewed as your circumstances evolve.