Please use the following links to get started with your application, then an adviser will follow up with you and provide a recommendation.
To arrange a consultation or speak to an adviser, please fill in the contact form.
At Fortuna Financial Planning, our Wealth Management Service delivers a bespoke, client-focused approach to securing and enhancing your financial well-being.
As independent financial planners, we collaborate closely with you to identify, achieve, and sustain your desired lifestyle. Our boutique nature allows us to provide a personalised service, ensuring your financial strategy is comprehensive and adaptable to your evolving needs.
We view wealth management as a continuous journey, transforming financial dependence—relying on earned income—into financial independence, where income is derived from expertly managed assets. Our process begins with a detailed assessment of your financial landscape, including assets, liabilities, income, and expenses. This enables us to create a tailored financial plan aligned with your goals and risk preferences.
Our approach ensures that your plan is dynamic. We partner with you to monitor and adapt your strategy, building a diversified asset base that generates investment income to sustain your lifestyle. By focusing on wealth preservation, growth, and tax efficiency, we aim to provide peace of mind and a sustainable financial future.
As a boutique firm, we are committed to delivering a relationship-driven service, crafted with your best interests at heart.
Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.
We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.