Fortunity Pty Ltd is the Central Coast’s leading firm of Chartered Accountants and Financial Planners, offering integrated business and financial services tailored to small, medium, and large organizations, as well as high net-worth individuals. With a proud heritage dating back to 2006, Fortunity was formed through the merger of two successful accounting and financial planning businesses. The firm’s philosophy revolves around a holistic approach, working closely with clients to create, preserve, and build lasting financial legacies across various industries.
specialising in general accounting, audit, asset management, and wealth creation services, Fortunity’s team of six Directors and over thirty highly qualified professionals bring a collective 140 years of experience in the financial services sector. The firm prides itself on fostering long-term relationships with clients, providing flexible and integrated financial and business advisory services to meet individual needs. Fortunity’s commitment to honesty, integrity, and professionalism has earned them a strong reputation for delivering tangible financial benefits and personalized solutions.
Fortunity’s dedication to personalized client relationships is evident through their approach of allocating dedicated service teams overseen by Directors to each account. The firm emphasizes open communication channels, maintaining accessibility for clients to discuss their financial concerns at any time. With a focus on attracting and retaining top talent in the industry, Fortunity offers a supportive team environment, rewarding career opportunities, and a commitment to professional development. As active contributors to the community, Fortunity supports local sporting clubs and charities, showcasing their commitment to fostering a vibrant community spirit.