Fortunity

Chartered Accountants | Financial Planners

• 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.

Welcome Fortunity is a leading provider of integrated business and financial advice, with clients based on the Central Coast, in Sydney and across Australia. We are much more than just accountants. We offer our partnership in the growth of your business and your assets, through investment, auditing, financial planning, accounting, business advice and compliance management.About Us Established on the NSW Central Coast, Fortunity is a company that has quickly made a mark on the Australian financial industry. Fortunity ranked number 70 in BRW's Top Accounting Firms in 2010, now our sights are set firmly on being in the top 10 regional firms in 2011. We are proud of the vitality and enthusiasm we offer our clients, which comes with being a relatively new organisation. However, the credibility and experience that is represented by Fortunity's board of directors is unrivalled in the industry. We can offer you and your business an integrated approach to accounting, investment, auditing, financial planning, asset management, business advice and compliance management.Our Services Fortunity's unique, flexible approach to providing integrated financial services and business advice means we can work for you or your business in whatever capacity meets your needs. If you are in need of accounting, financial planning, business advice, auditing, compliance management, asset management, investment planning, retirement planning, asset management or risk management for your business or for your personal finance.Products We offer a range of products to help clients gain the most from their business and personal financial needs. Fortunity Insights Client and Staff Surveys What's important to you? (WITY) Business Benchmarking Audit ShieldWorking With You Community: At Fortunity we have established our own charitable group called Fortunity in the Community. Fortunity in the Community facilitate the provision of charitable contributions towards the Central Coast and broader community via the encouragement of staff participation in charitable giving and volunteering activities.

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

B.Com, CA, MBA, DipTax - Paul BoltonB.Com, CA, MBA - Patricia CotterellXero Silver Partner

Email

Email Business

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

• http://www.fortunity.com.au

Categories

Accountants & Auditors, Accounting Services, Taxation Consultants, Unclassified

Commercial

Yes

Certifications

Xero Silver Partner

Keywords

Accounting, Tax, and Business, Audits, Bookkeeping, Financial Planning, Outsourced CFO