A boutique advice business built for families and medical professionals navigating wealth, protection and the decisions that matter most, across generations.
"Financial advice is ultimately a people business. The greatest value is created when expertise is combined with genuine relationships, shared goals and a long-term commitment to families."
Trusted, boutique advice for families with $1M–$5M in investable assets, and HNW medical professionals managing complex financial lives.
Accessible, high-quality insurance advice for professionals, business owners and families with unmet protection needs.
Clients place enormous trust in their advisers during life's most important moments, preparing for retirement, protecting a family, selling a business or transferring wealth to the next generation.
Through technology, streamlined processes and dedicated support, we remove unnecessary administration so advisers can focus on what matters: building relationships and delivering advice.
Administration, compliance and audit for retirement structures above the super transfer balance cap.
Structured giving through PAFs, donor advised funds and family giving governance.
Wills, testamentary trusts, powers of attorney and intergenerational wealth transfer.
Specialist life, TPD, trauma and income protection advice, fully integrated into the plan.
Mortgage and lending advisory across investment, commercial and SMSF borrowing.
20+ years across private banking, advice, insurance and wealth management with Westpac, BT, MetLife and Perpetual.
Shapes Fortuna's investment philosophy, portfolio construction and governance framework.
Leads the operating framework, client service standards and day-to-day delivery of the Fortuna model.
Delivers trusted, long-term advice to Fortuna's wealth and HNW medical client families.
Matt founded Fortuna on a simple belief: good people, strong relationships and aligned interests create better outcomes for everyone. With two decades of experience across private banking, financial advice, insurance and wealth management, he set out to build something more meaningful than a traditional advice business.
Fortuna operates with the support of RI Advice, one of Australia's leading licensee groups, giving clients the confidence of institutional-grade compliance, technology and research, delivered through a genuinely personal relationship.
A relaxed, no-obligation conversation to understand your situation, your goals and what matters most to you and your family. No paperwork, no pressure.
If we're a good fit, your adviser works with you to design a clear strategy, drawing on our specialist partners where relevant to your circumstances.
You'll receive a clear recommendation in writing, with nothing actioned until you're comfortable and ready to proceed.
Whether you're planning for retirement, protecting your family, or thinking about the next generation, we'd welcome the opportunity to listen first.