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Fortunity  
 

FORTUNITY � leader in integrated business and financial advice
   
  About Us

What we do Fortunity provides business advice to people that own a business and financial advice to people who wish to invest their money to create and grow their personal wealth.

Fortunity offers the following unique selection of integrated business and financial advice:
    Business
  • Business performance management - budgeting, cash flows, benchmarking, development, market analysis, planning & strategy.
  • Business management services - business valuations, funding applications, mergers & acquisitions, succession planning & strategy.
  • Compliance - accounting, audit, bookkeeping, MYOB, Quicken, superannuation administration & taxation.
  • Coaching - business, management, leadership.
  • Human resource management - position descriptions, performance management, recruitment and selection, remuneration and incentive schemes, training and development, mentoring programs.
  • Information technology - disaster planning and recover, hardware, software and peripherals advice, virus protection solutions.
  • Marketing - advertising, branding, creative and design, media/communications management, research, web design.
    Financial
  • Investment planning - strategy, portfolio construction & management.
  • Retirement planning - superannuation accumulation & pension strategies, self managed super funds, social security.
  • Risk Management - estate planning (wills, power of attorney etc), life insurance, business succession (buy/sell agreements & funding).
  • Taxation - individual returns.