Good people. Strong relationships. Better outcomes.

A boutique advice business built for families and medical professionals navigating wealth, protection and the decisions that matter most, across generations.

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"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."
Growing Families HNW Medical Professionals Intergenerational Planning Wealth Protection
What We Do

Two divisions, one philosophy

01 · Wealth Division

Wealth & Investment Advice

Trusted, boutique advice for families with $1M–$5M in investable assets, and HNW medical professionals managing complex financial lives.

  • Relationships that extend across generations
  • Disciplined investment governance and portfolio management
  • Coordination with specialist partners across SMSF, estate and philanthropy
$1M–$5MTarget households
10–20 yrsAvg. relationship
02 · Insurance Division

Protection & Risk Advice

Accessible, high-quality insurance advice for professionals, business owners and families with unmet protection needs.

  • Life, TPD, trauma and income protection strategy
  • Integrated into the broader wealth and retirement plan
  • A scalable model that grows into future wealth advice relationships
60%
Of time spent with clients, not paperwork
Our Approach

The Fortuna Adviser Excellence Model

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.

Client-facing time
60%
Relationships & growth
20%
Adviser's own admin
20%

This reflects how an adviser's own day is spent, not how seriously we treat compliance. Every adviser is backed by a dedicated operations and compliance team, so regulatory obligations are met with the same care as every client relationship, never rushed, never an afterthought.

Strategic Partnerships

A trusted network of specialists

01

SMSF

Administration, compliance and audit for retirement structures above the super transfer balance cap.

If SMSF is right for you
02

Philanthropic Advice

Structured giving through PAFs, donor advised funds and family giving governance.

For values-driven giving
03

Estate Planning

Wills, testamentary trusts, powers of attorney and intergenerational wealth transfer.

For every family, in time
04

Risk Insurance

Specialist life, TPD, trauma and income protection advice, fully integrated into the plan.

Protecting what matters
05

Lending

Mortgage and lending advisory across investment, commercial and SMSF borrowing.

When you're borrowing
Intergenerational Wealth

Planning for the great wealth transfer

$3.5T
Australian wealth transfer
2025–2050
70%
Of families lose inherited wealth
By the second generation
6%
Of inheritors keep the family adviser
The retention challenge
$120B
Annual inheritances in Australia
Growing to $500B by 2050

Generation 1 · Wealth Creators

  • Comprehensive estate and succession planning
  • Superannuation death benefit nominations and BDBNs
  • Testamentary trust structuring and will reviews
  • Philanthropic giving and legacy planning

Generation 2 · Wealth Inheritors

  • Family meeting facilitation and financial literacy programs
  • Expectation-setting and inheritance conversations
  • Investment education and introduction to Fortuna
  • Establishment of separate advisory relationships
Our People

The founding team

MLB

Matt Le Belenger

Chief Executive Officer

20+ years across private banking, advice, insurance and wealth management with Westpac, BT, MetLife and Perpetual.

DS

David Sokulsky, PhD

Chief Investment Officer

Shapes Fortuna's investment philosophy, portfolio construction and governance framework.

JS

Jo Smith

Operations Manager

Leads the operating framework, client service standards and day-to-day delivery of the Fortuna model.

NP

Nick Patterson

Senior Adviser

Delivers trusted, long-term advice to Fortuna's wealth and HNW medical client families.

Master of Applied Finance
GAICD
Westpac Private Bank
BT Financial Group
MetLife
Perpetual
Australia · UAE · South Africa
About the Founder

Matt Le Belenger

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.

"We are not trying to be everything to everyone. We are building a boutique advice business focused on long-term relationships, mutual value creation and helping families navigate life's important decisions with confidence."

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.

Getting Started

What happens when you get in touch

01

We listen first

A relaxed, no-obligation conversation to understand your situation, your goals and what matters most to you and your family. No paperwork, no pressure.

02

We build a plan

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.

03

You decide

You'll receive a clear recommendation in writing, with nothing actioned until you're comfortable and ready to proceed.

Get in Touch

Start a conversation

Whether you're planning for retirement, protecting your family, or thinking about the next generation, we'd welcome the opportunity to listen first.

Emailinfo@fortunafinancialadvice.com.au
LicenseeAuthorised under RI Advice Pty Ltd