Fortuna Advisory Group - Balcatta, Western Australia

Fortuna Advisory Group: Un grupo de asesoramiento financiero de confianza en Australia

La Fortuna Advisory Group es una empresa de asesoramiento financiero con sede en Balcatta, Australia, específicamente ubicada en Address: Suite 1/02, 110 Erindale Rd, Balcatta WA 6021, Australia. Puede ser contactada a través de su teléfono 892404211 o mediante visita a su página web fortunaadvisors.com.au.

Características y especialidades

Aunque no se proporcionan detalles específicos sobre las especialidades de la empresa, es probable que ofrezca una amplia gama de servicios de asesoramiento financiero, incluyendo planificación financiera, inversión, ahorro y gestión de patrimonio. La empresa parece enfocarse en proporcionar asesoramiento personalizado y de alta calidad a sus clientes.

Ubicación y accesibilidad

La Fortuna Advisory Group se encuentra ubicada en Balcatta, Australia, lo que la hace accesible para personas que buscan asesoramiento financiero en la región. La empresa menciona que ofrece on-site servicios y tiene una entrada y estacionamiento para silla de ruedas, lo que la hace accesible para personas con discapacidades.

Opiniones y reputación

La empresa tiene 49 opiniones en Google My Business, lo que sugiere que es una empresa establecida y con una buena reputación en la comunidad. Las opiniones de los clientes sonGenerally positivas, con algunos clientes expresando su agradecimiento por el asesoramiento recibido y destacando la ayuda de los asesores. Un cliente escribió: "Malvin ha sido muy útil y un buen asesor. Ahora tenemos más claridad y enfoque en lo que hacer a continuación con nuestras finanzas. Muchas gracias, Malvin Lo recomendamos completamente".

Recomendación final

Si estás buscando asesoramiento financiero confiable y personalizado, la Fortuna Advisory Group podría ser una excelente opción para ti. Con su ubicación en Balcatta, Australia, y su enfoque en proporcionar servicios de alta calidad, es probable que puedas encontrar lo que necesitas. Visita su página web para obtener más información y contactar con ellos para obtener un asesoramiento financiero personalizado.

👍 Reviews of Fortuna Advisory Group

Antonia C.

5/5

Malvin has been very helpful and a good advisor. We now have more clarity and focus on what to do next with our finances
Thank you Malvin!
We totally recommend Fortuna!

Alison H.

5/5

We highly recommend Fortuna Group, having experienced their professionalism, willingness to assist and go the extra mile in all areas. Our Family Group have been clients now for over 2 years and can feel confident that their knowledge is excellent, and their tax services are exemplary. Thanks to Naomi for her friendliness & attention to detail and Melvyn the Wizard – besides being a Wiz, he is the best a breaking down the advice into understandable chunks. I feel confident referring anyone on to Fortuna Advisory Services.

Damien P.

5/5

Melvyn and the team at Fortuna have looked after my tax affairs for more than 10 years now. As an Australian living abroad every year I can rely on the team to prepare everything, lodge with the ATO and give me any advice regarding my tax status. Highly recommend this professional team.

Natalie S.

5/5

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!

Vanesa G.

5/5

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.

Anon A.

5/5

Fortuna Accountants and Business Advisors have been preparing my tax returns for a number of years now.
My returns are relatively simple but are nonetheless professionally prepared and carried out rapidly.
I will continue to use Fortuna and am happy to endorse them to other prospective clients.

Claire B.

5/5

Melvyn was so helpful for my first consultation with an accountant. He understood me and my goals, and I couldn’t recommend him enough!

Cilla F.

5/5

I am extremely impressed with the professional services provided by Dinesh and Melvyn at Fortuna Advisory Group. My questions are answered in a timely manner and the level of care and follow up to ensure I understand all components of my personal and company's financials is exceptional. Fortuna's processes for completing BAS requirements has been far smoother than previous bookkeeping and accounting providers due to clear and timely communication with Alice and online submission processes. I feel relieved my company and personal financial concerns are finally being addressed with honest, highly knowledgeable, and patient advice. Thank you!