Fortunity Chartered Accountants and Financial Planners

About Us

Fortunity

Fortune, opportunity and unity

Fortunity is the NSW Central Coast’s leading firm of Chartered Accountants and Financial Planners, offering an integrated approach to business and financial services. We provide accounting, business advisory and auditing expertise to small, medium and large organisations as well as wealth preservation and growth strategies to businesses and high net-worth individuals.  In 2011, Fortunity was ranked as BRW’s fastest growing regional firm and in 2017, we achieved ranking in the top 100 Accounting firms by The Australian Financial Review.

We foster lasting partnerships with our clients to help build, preserve and grow their wealth.

Fortunity About

Fortune

We grow assets and the value of businesses

Opportunity

We carefully evaluate our clients’ goals and identify new opportunities for achieving them

Unity

We truly partner with our clients to provide flexible, integrated financial and business advisory services tailored to their needs

How we do this

We do it the ‘Fortunity Way’

Thinking

of our clients and their goals in everything we do

Being

honest, responsible and accountable

Striving

to provide the highest level of expertise across all our services

Working

to continuously improve and be the best at what we do

Delivering

meaningful and tangible financial benefits to our clients

We work with honesty, integrity and professionalism and are proud of the reputation we enjoy for respecting and supporting others, both within our professional network and the wider community.

Who we work with

Fortunity works with small, medium and large businesses aspiring to achieve growth or enhance their operations. We also assist high net-worth individuals wishing to create, preserve and grow a lasting financial legacy. Whilst we work with a diverse range of organisations and individuals across our three core services, we have specialist experience in the following fields:

Fortunity Financial Investment Planning

Accounting

Childcare, medical, manufacturing, professional sports, construction, legal, not-for-profit, primary production and SMSFs

Audit

Aged care, not-for-profit, hospitality (clubs) and public and private companies

Financial Planning

Retirees, pre-retirees, SMSFs, small business owners, business insurance, estate planning and aged care

Our History

With a proud heritage as the Central Coast’s leading accounting and financial planning firm, Fortunity was created in 2006 by the merging of two of the region’s most successful accounting and financial planning businesses. We began, and have continued to operate, with the objective of providing uniquely integrated business and financial advisory services to a wide range of organisational and individual clients.

Fortunity’s team of six Directors and staff of over thirty highly qualified professionals make us the largest accounting and financial planning firm on the Central Coast. Our Directors bring with them extensive and diverse skill sets, having collectively accumulated an impressive 140 years in the financial services sector.

Fortunity About Our History

Our Approach

Fortunity’s philosophy is to offer an integrated, holistic approach to business and financial advisory services by working closely with clients to create, preserve and build their wealth across all areas of their business and investments. We aim to develop partnerships with our clients and regard the responsibility they entrust to us with the utmost importance. Providing our services in an integrated way ensures we build deep relationships with our clients and maintain a vested interest in securing and building their financial futures.

Fortunity About Our Approach

Personalised Relationships

Fortunity places considerable emphasis on personalised client relationships and allocates dedicated service teams overseen by one of our Directors to each of our accounts. We strive to remain as flexible as possible in our service delivery and are proud to be recognised as the most approachable and qualified firm in the region.

Communication

Fortunity is committed to maintaining strong, ongoing and transparent channels of communication with our clients. We invest in building a deep understanding of their unique circumstances and work with them to realise their aspirations. We provide regularly communicated status reports and can also participate in Board Meetings, as required. Our hands-on approach means maintaining maximum accessibility for our clients to discuss their business or financial concerns at any time.

Our People

As the Central Coast’s leading firm of accountants and financial advisors, Fortunity attracts and retains the very best talent our industry has to offer. We place significant importance on a healthy work-life balance and offer our staff a dynamic and supportive team environment with rewarding career opportunities. Our cadet program and commitment to professional development, along with our national and global business alliances, make us a sought-after employer.

Headed up by our highly qualified and experienced Directors, Fortunity’s team offers a diverse range of skills, as well as valuable local market knowledge, to deliver the most relevant and sophisticated solutions to our clients. Read more about our management team here.

Fortunity About Our People

Our Community

Fortunity is proud to support a variety of local sporting clubs and charities and we value the role we play in contributing to a vigorous community spirit. This is demonstrated through key relationships with organisations such as Coast Shelter and local Surf Life Saving Clubs. Fortunity donates considerable time and expertise to assist these entities in meeting their objectives and improving the quality of their governance and reporting.

Fortunity About Our Community

Affiliations

Fortunity is an independent member of PrimeGlobal, the third largest worldwide association of independent accounting firms and business advisors, giving us access to the experience and expertise of 2,200 partners across 90 countries. We’re also members of the Financial Planning Association, the Self-Managed Super Fund Association and the Institute of Chartered Accountants in Australia and New Zealand, which is internationally recognised as one of the world’s leading accounting bodies.

Fortunity About Affiliations

Speak to us to find out more

Menu