Fortuna Advisory Group Mandurah

Fortuna Advisory Group is a multiservice accounting firm founded in 2012 by Dinesh Aggarwal. It operates from more than 17 locations across Australia and employs a national team of 122 professionals. The firm serves over 12,000 clients across Australia, including regional areas, working with individuals, sole traders, trusts, companies and not-for-profits, and advising corporations, businesses, families and individuals across generations.

Services include business advisory, tax and accounting, wealth management, business insurance, legal advice and services, managed IT and cybersecurity, HR and recruitment, finance services, and CFO and bookkeeping. The firm responds to queries within 48 hours. The Fortuna Foundation supports community outreach, including the Positive Spin Laundry Van, which travels around Perth five days a week.

Mandurah is where this tax practice has built a following among small operators and individuals who return year after year. Much of the praise centres on Maria Emms, whose handling of company and personal returns is described as efficient and dependable. A theme running through the feedback is how quickly enquiries are answered, with correspondence returned almost straight away and questions about tax obligations resolved without fuss. Several buyers describe assistance that extends beyond routine lodgements, including company setup, superannuation arrangements, withholding tax and wider business administration, along with guidance through dealings with the Australian Taxation Office.

Practical help such as tailored spreadsheets for payroll and tax time is mentioned as a genuine timesaver for employers. The reassurance of having quarterly obligations managed correctly is another theme, as is the friendly and professional manner of the team. Reviews regularly refer to the value of long-term relationships, with some noting more than a decade of continuous support for their business and personal affairs, and the willingness to keep answering queries is what draws them back each year.