Fortuna Financial

About

Successful financial management starts with a good plan. At Fortuna Financial we guide you on a pathway that suits you, your lifestyle and your life plan.

Story

We offer a holistic advice service and we will review and provide advice on all aspects of your financial planning needs.

Our point of difference is that we do actually listen to your needs. We strongly disagree that one advice model fits all.

We will work closely with you and develop strategies and an action plan to achieve your financial goals, allowing you time to do the things in life that you enjoy.

We have outlined our services below.

FINANCIAL PLANNING

• Lifestyle financial planning and the development of financial objectives
• Redundancy packaging
• Retirement planning
• Tax effective investments
• Analysis of ownership structures
• Portfolio construction and review
• Budgeting and cash flow strategies
• Debt structuring and lending advice
• Advice on superannuation and retirement strategies
• Debt consolidation
• The management of risk and the protection of your assets
• The smooth and tax efficient transfer of wealth between your family members (Estate planning)
• Business succession planning
• Centre link planning
• Corporate benefits:
• advice on business structures
• sophisticated investor advice

SUPERANNUATION

• Self managed super funds,
• administration,
• establishment,
• investment advice
• Retirement planning
• Portfolio construction and review
• limited recourse borrowing (buying property through super)

RETIREMENT PLANNING

• retirement income streams
• age pensions
• centre link planning

PERSONAL INSURANCE

• Life insurance
• Total and Permanent Disability insurance
• Trauma insurance
• Income Protection insurance

BUSINESS INSURANCE

• Shareholder Protection / Buy-sell agreements
• Key Person insurance
• Estate Equalisation measures
• Business Expenses Protection
• Corporate superannuation advice for employers
• advice on business structures

MORTGAGE BROKING

• Mortgage broking
• vehicle finance
• commercial lending

Mission

Fortuna Financial s a dynamic, full-service, boutique financial planning organisation, operating safely and profitably within a framework of shared integrity. Working as a team, we will deliver superior products and services to our valued customers. We will emphasize strong customer relationships and a high level of service.. We will provide a culture which is inspiring and dynamic In turn attracting, empowering, rewarding and providing growth opportunities for our employees.

Our success will build a economically viable and long term sustainable profitable firm.

Impressum

A journey of a 1000 miles starts with a single step’

Products

Self Managed super Fund Establishment and Administration
Wealth creation
Tax planning
Insurance advice and implementation
Significant investor Visa
Retirement Planning
Aged care and Centrelink advice