Fortuna provides strategic tailor-made solutions to ensure your family, business, assets and lifestyle are safeguarded and protected

Fortuna specialises in assisting small medium business owners, professionals and families to protect what is most important to them. Whether your requirements are insurance, risk management or financial and wealth planning, Fortuna will work with you to meet your goals.

  • I am lost for words and will be forever grateful for your excellent work.

    We were delighted and Chezi can now focus on recovering from the operation and not having to worry about the bills or a rapid return to work.

    Frank Cselko

  • Thank you for organising our super and investments.

    Before we met, we were feeling overwhelmed. After going through our planning with you, my finances are organised, funds are much better invested and I finally have peace of mind.

    Joe and Selma Cartright

  • Before I saw Justin, I thought my retirement dream was just that, a dream.

    However Justin has reshaped my finances and showed me my dream will be a reality.

    I highly recommend speaking to Justin!

    Peter Smith

  • I have a growing manufacturing business, pretty rare in Australia.

    Justin helped my business partners and I with our succession planning, showing how to mitigate risks that could potentially detail my business.

    Lucas Anderson

  • I have a growing Accounting practice with three offices and over 40 staff.

    I use Justin for all my clients financial planning and insurance needs. My clients, business partners and employees are very happy with the service and professionalism of Fortuna Active Wealth Management.

    Andrew Kaddy

Fortuna
Active Wealth Management

Find out how we will help you

Our personalised advice, provided by fully qualified insurance advisers, can help protect your assets and retirement plan.

Click here to find out how we can help you.

Offering peace of mind and guidance to secure your future and protect what is most important to you

Fortuna Provides strategic solutions to ensure your family, assets and lifestyle are protected. In an environment of high cost and uncertainty, Fortuna will work with you to assist in achieving your goals and realising your dreams.

We specialise in personal and business risk management and wealth planning, ensuring your family, business and assets are protected in any event causing loss of income, disability or death.

Fortuna Active Wealth Management provides dynamic financial advice to assist clients with managing their finances, using our knowledge and guidance to take the pressure off you, providing peace of mind and greater certainty.

Whether you are retiring or building your wealth, our guidance will assist you in realising and meeting your dreams and goals.

Our promise

Fortuna Active Wealth Management promises to deliver. Whether your needs are investment, retirement planning or wealth protection and personal insurances, we promise to meet your needs and exceed your expectations.

Obligation-free consultations

We provide an obligation-free consultation to discuss your particular needs and challenges so as to find out how best we can solve them for you.

Dedicated service

We have a management team dedicated to constantly analysing the ever-changing landscape, liaising with industry stakeholders and talking to our clients to ensure they receive the best solutions.

Fortuna
Active Wealth Management

Delivering peace of mind

Fortuna offers peace of mind and guidance to secure your future and protect what is most important to you.

Click here to find out how we can help you.

Find out how we help...

For families

Fortuna Active Wealth Management will assist you in protecting your family’s lifestyle and your assets. As your family life stages change, we are there along the journey.

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For professionals

Fortuna Active Wealth Management understands your specific needs. We are here to ensure what you have achieved is protected and help you prosper further.

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For small medium business owners

Fortuna Active Wealth Management works with many companies, specialising in risk management solutions and investment advice.

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For retirement planning

Fortuna Active Wealth Management provides retirement planning to ensure your years of hard work begin to work for you, navigating you to a worry free retirement.

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For investment management

Fortuna Active Wealth Management specialises in providing holistic long term financial planning and personal insurance advice to meet your needs.

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For our partners

Fortuna Active Wealth Management partners with accountants and finance brokers so they may offer our range of services to their clients to ensure their needs are serviced beyond their area of expertise.

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