SMART
THINKING
THAT REAPS
REWARDS

Tim always had our best interests at heart

I have been a satisfied client of Fortunity for over several years. Tim’s advice has always been helpful, whether business related or preparing tax returns and accounts. Tim always had our best interests at heart. We recently sold our business, both Tim & John negotiated and acted on our behalf and we were very happy with the outcome.

Craig and the Financial Planning team have also assisted us run our self-managed super fund. Despite the ups and downs of the market, our fund has continued to grow and become an important part of our investment strategy for our future.

Back in 2001, Craig advised us to take out a life insurance policy. Although this was a cost we could have done without, we agreed that it was the wise thing to do. Unfortunately, this has proved to be warranted. My husband was diagnosed with cancer in recent years and we were able to make a claim. Having this policy has made a significant difference to my future financial security.

I highly recommend Fortunity and am so grateful for the help and support they have provided over the years.

We have no hesitation in recommending Craig and Fortunity to family and friends and we have done so frequently

We have known Craig Ayling from Fortunity for nearly 20 years and we have ridden the ups and downs of a number of Economic cycles benefitting from Craig’s expert knowledge, insight and reasoned methods.

There is no doubt that we are in a substantially better wealth position than we would ever have been without Craig and his team’s financial expertise and steady approach. We have no hesitation in recommending Craig and Fortunity to family and friends and we have done so frequently. Fortunity is not about the get-rich-quick, too-good-to-be-true investment scheme. We are living proof that small diversified investments with changes over time to suit our family circumstances, lifestyle choices and the economy can lead to an extremely favourable financial position heading towards retirement and beyond.

We have found their service to be professional, timely and always with the best interests of us as clients at the forefront of their decision making

Superannuation is a complex and confusing investment. Even for those with some knowledge of the market. Further, superannuation is perhaps most people’s second significant investment after the family home. Therefore, it is important that returns on your superannuation are optimized and at the same time protected from major changes in the market so that retirement can be enjoyed after many years of hard work.

With this in mind, my wife and I for a number of years have relied on the knowledge and expertise of Shaun O’Farrell and the team at Fortunity to ensure that our superannuation is professionally managed. We have found their service to be professional, timely and always with the best interests of us as clients at the forefront of their decision making.

I have always found Fortunity’s staff to be very personable and professional

I started my journey with Fortunity 31 years ago. In those days they were Phillips McSweeney who then transitioned to Bird Cameron, then Purkiss Cullen and ultimately Fortunity, who they have been since 2006.

I am grateful for the hard work and exemplary service provided by both the Accounting and Financial Planning teams since day one of being their client. Fortunity’s ‘one stop shop’ and integrated service has been not only beneficial for my businesses but also for my family members.

Tim Cullen, one of Fortunity’s then Principals, provided great support when I started as a sole trader environmental consultancy service in 2003. The team greatly assisted in the sale of this business 10 years later when the Company reached significant success and 50 employees.

My association with Fortunity continues today with Craig Ayling continuing at the helm for our financial planning and John Staunton servicing our accounting needs and providing taxation advice. I have always found Fortunity’s staff to be very personable and professional.

Patricia has been a great support during our journey & I would be lost without her

Having just brought a business & changing from an Employee to Employer was a very daunting thought. We were fortunate enough to be recommended to Patricia Cotterell at Fortunity & I haven’t looked back.

Whenever I need help with MYOB, wages, BAS and the like she has been there at the end of the line to guide me through. Patricia has been a great support during our journey & I would be lost without her. Bridge Mowers plan to have a very long business relationship with Patricia & Fortunity.

Fortunity helps me with all aspects of my financial affairs leaving me to concentrate on being an artist

Award-winning professional artist Peter Smeeth has worked with Fortunity since we helped him transition from his career as a family doctor at The Entrance on the NSW Central Coast to full-time art practice in 2008. We work with Peter on everything from taxation and financial planning to superannuation and general accounting.

As my circumstances have changed, they have always been on hand to assist me

I am very happy to provide this recommendation for Paul & Craig at Fortunity. They have assisted me over many years, firstly when practicing as a GP, and over the last few years as a retiree. As my circumstances have changed, they have always been on hand to assist me.

I have always trusted their advice. I know my financial situation is significantly better than it would have been had I continued on the track I was on before finding Fortunity. Through my journey of tax and accounting to superannuation and retirement, Fortunity always seemed to have the answers that I need when I need them. I plan to stay a client for many more years to come!

Fortunity understands how the retail industry works. For me, that’s priceless

Bill Mclean established Mcleans Smarter Home Entertainment – formerly Mcleans Hi-Fi – in 1982 and started working with Fortunity in the late ‘80’s. An independent hi-fi and home cinema specialist company servicing the Central Coast and beyond, Bill says, “Fortunity doesn’t just come with financial services expertise, but also with an understanding of how the retail industry works. For me, that’s priceless.” Bill Mclean, Mcleans Smarter Home Entertainment.

In all our dealings with Fortunity we have found them to be knowledgeable, helpful, ethical and professional in their approach and advice.

We have been clients of Fortunity since its inception. We have relied on their advice for preparation of our Income Tax returns, Structuring of our personal affairs and Financial Planning. In all our dealings with Fortunity we have found them to be knowledgeable, helpful, ethical and professional in their approach and advice.

It is largely through that advice that we were able to retire early and can now live comfortably able to do whatever we wish in financial security.

I have the confidence to move forward to the next stage of business growth

I started working with Fortunity to help me with a number of goals which, at the time, felt rather overwhelming. As my business had grown rapidly, I was really looking for a financial organisation to partner with; to advise on the financial and structural direction of the company, who has a real interest in the workings of my industry and, consequently, can provide relevant and timely advice.

Fortunity’s help in prioritising my financial and personal goals – and helping me crystallise what I want to achieve – has also been invaluable. Mountains now seem like molehills and I have the confidence to move forward to the next stage of business growth. I am confident our partnership will go from strength to strength.