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      About Uschevron down

      Trusted Accounting and Audit Experts

      • Chartered accounting, financial planning and audit
      • General business advice
      • Largest and leading firm on the NSW Central Coast
      • SMFS and retirement planning
      • Specialise in medium to large businesses
      General Info

      We deliver accurate, compliant, and practical financial solutions that protect, strengthen, and grow your business.

      We deliver accurate, compliant, and practical financial solutions that protect, strengthen, and grow your business. Bringing together fortune, opportunity and unity for people and businesses since 2006. Fortunity offers a range of integrated financial services under one roof, all designed to build long-lasting wealth for you, your family, or your business. At Fortunity in Erina, we are a trusted team of accountants and auditors dedicated to delivering clear, practical, and compliant financial solutions. We support businesses, individuals, and not-for-profit organisations with accurate reporting, risk management, and governance expertise. Our focus is on building long-term relationships through honesty and integrity, ensuring that you meet your obligations while strengthening your financial position. With years of experience, we simplify complex reporting requirements so you can stay focused on your goals. We provide a full range of accounting, taxation, and audit services designed to meet compliance requirements and support growth. This includes bookkeeping, tax reporting, cash-flow forecasting, budgeting, and outsourced CFO solutions. Our audit team handles statutory audits, SMSFs, due diligence, grant acquittals, and compliance for charities, clubs, solicitors, and real estate trust accounts. By integrating accounting and advisory, we deliver reliable insights, streamline financial processes, and help organisations make well-informed and confident decisions.

      At Fortunity in Erina, we are a trusted team of accountants and auditors dedicated to delivering clear, practical, and compliant financial solutions. We support businesses, individuals, and not-for-profit organisations with accurate reporting, risk management, and governance expertise. Our focus is on building long-term relationships through honesty and integrity, ensuring that you meet your obligations while strengthening your financial position. With years of experience, we simplify complex reporting requirements so you can stay focused on your goals.

      We provide a full range of accounting, taxation, and audit services designed to meet compliance requirements and support growth. This includes bookkeeping, tax reporting, cash-flow forecasting, budgeting, and outsourced CFO solutions. Our audit team handles statutory audits, SMSFs, due diligence, grant acquittals, and compliance for charities, clubs, solicitors, and real estate trust accounts. By integrating accounting and advisory, we deliver reliable insights, streamline financial processes, and help organisations make well-informed and confident decisions.

      Our strength lies in combining technical expertise with practical advice. We work closely with clients to reduce tax, strengthen compliance, and identify opportunities for efficiency and growth. Whether you need bookkeeping support to save time, strategic accounting to guide decisions, or assurance services to meet strict reporting obligations, we are here to help. At Fortunity in Erina, you gain a partner who understands your challenges and is committed to securing your financial success with accuracy and professionalism. Call us to know more!

      Accreditations
      Accreditation badgeB.Com, CA, MBA, DipTax - Paul BoltonAccreditation badgeB.Com, CA, MBA - Patricia CotterellAccreditation badgeXero Silver Partner
      Email
      Payment method
      mastercard, debit, visa, cash
      Established
      2006
      ABN
      82 233 468 075
      Staff
      51-100
      Location
      Erina Business Park
      Ownership
      Locally Owned
      Service Notes
      Monday to Friday
      Free Estimates
      Yes
      Other Link
      Categories
      Accountants & Auditors, Taxes-Consultants & Representatives
      Commercial
      Yes
      Certifications
      Xero Silver Partner
      Keywords
      Accounting, Tax, and Business, Audits, Bookkeeping, Financial Planning, Outsourced CFO
      FAQschevron down

      Can you help with SMSFs?

      Our audit team is fully equipped to manage compliance for self-managed superannuation funds.

      Why should I choose Fortunity for accounting and auditing?

      We combine technical expertise with clear, practical advice, ensuring compliance while helping you make confident decisions.

      What wealth-building services do you offer?

      We design investment strategies, create dynamic portfolios, and provide budgeting to improve cash flow and build wealth.

      How can you help protect my family?

      We offer advice on insurance, risk management, estate planning, and business protection strategies.

      What accounting services do you offer?

      We provide tax reporting, bookkeeping, business services, budgeting, cash-flow forecasting, and outsourced CFO solutions.

      Who do you provide financial planning for?

      We work with individuals, families, retirees, and businesses seeking tailored and practical financial advice.

      Do you work with legal and real estate trust accounts?

      Yes, we conduct audits and compliance checks for solicitors and real estate trust accounts.

      Can you help with aged care planning?

      Yes, we provide comprehensive aged care financial reports covering funding options, cash flow, and estate planning.

      Do you conduct audits for not-for-profits?

      Yes, we specialise in audits, grant acquittals, and compliance for charities, clubs, and community organisations.

      Do you assist with retirement planning?

      Yes, we specialise in superannuation, pension strategies, SMSFs, and retirement income planning.

      How can I contact Fortunity by phone?

      You can contact Fortunity on (02) 7912 3892.

      Where is Fortunity located?

      Fortunity is located at 167b The Entrance Road, Erina, NSW 2250.

      How can I email Fortunity?

      You can email Fortunity at [email protected].

      Does Fortunity have a website?

      Yes. You can visit Fortunity online at http://www.fortunity.com.au.

      What are the opening hours for Fortunity?

      The opening hours for Fortunity are Mon - Fri: 8:30 am - 5:00 pm.

      What type of business is Fortunity?

      Fortunity is listed under Accountants & Auditors, Taxes-Consultants & Representatives.

      What payment methods does Fortunity accept?

      Fortunity accepts mastercard, debit, visa, cash.

      Can I request a quote from Fortunity?

      Yes. You can request a quote from Fortunity on this page.

      Is Fortunity on social media?

      Yes. You can follow Fortunity on Facebook and LinkedIn.

      Is Fortunity locally owned?

      Yes. Fortunity is a locally owned business.