Fortuna Advisory Group | Tax preparation service

Fortuna Advisory Group

Phone: +61 8 9240 4211

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• Tax preparation service
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25.01.2022 As we welcome the new year, finding the right balance between your living for today, and also saving some for tomorrow is the key to meet your future goals. Find out more here: https://hubs.ly/H0C-MlF0 #WorkLifeBalance #2021Goals #BusinessPlanning #FinancialPlanning #Perth #Accountants #SmallBusiness

25.01.2022 All around us, we expect to see many #businesses challenged with #cashflow and funding issues when the #government #funding stops. This #webinar explains the shifts that are taking place in the market and to know what your alternatives are so that you can effectively manage your #business. Watch here: https://hubs.ly/H0C-Qzs0

23.01.2022 Find out why keeping on top of your #cashflow is important and get some expert tips from Hayden, Accountant at Fortuna Advisory. You can watch more updates from The Fortuna Think Tank here: https://hubs.ly/H0zLGfm0 #FinancialPlanning #Cashflow #Management #Inflow #Outflow #FinancialTips #BusinessAdvisory #Perth #Accountants #Accounting

22.01.2022 Are you ready for what will happen next when the #governmentfunding stops? Melvyn Gilbert, Associate Director, talked about how to anticipate trends and proactively plan to ensure that your #business is positioned for success by identifying opportunities and risks when the next #economicwave hits WA: post-government funding. Key Take-Aways: Nip the bud on your business and get it on track before the stimulus ends... Prepare for opportunities in the next economic wave: Post CoVid19 funding Be aware of the #financial and non-financial risks that will be present and how to respond to them Watch the recording here: https://hubs.ly/H0Bwv6n0 #FinancialPlanning #PostCovid19 #Webinar #WebinarSeries #Recording #BusinessAdvisory #Perth

21.01.2022 "Learn from the University of Life, you don't graduate or get any certificate but continue to acquire new skills". These are words of Wisdom from a very successful business person from WA, Dale Alcock, Managing Director of ABN Group. ABN Group which includes Dale Alcock Homes and many other companies is one of Australia's leading Building and Construction company. I had the privilege of meeting and listening to Dale Alcock this morning at the business breakfast organised b...y Wanneroo Business Association (Inc). A visionary leader who has risen form a bricklayer to owning and managing a business empire with group turnover of AUD 1 billion, very impressive right. A very engaging speech and listening to him was very insightful as he outlined some of the key principles he has adopted in his successful business and personal life. The key takeaways, I had from his speech this morning are: 1. Always be fully in the moment and give your full attention to your presence 2. You need to be ON before you are ON; show your full energy 3. Right attitude is very important in the leader and team; hire based on the right attitude rather than purely technical skills Keep learning from University of Life guys, it costs minimum! #visionaryleadership #businessstrategies #entrepreneurship Nigel Santa Maria Lauren Bell Wba

20.01.2022 #FreeWebinar We invite you to understand the shifts that are taking place in the market and to take advantage of opportunities to grow your wealth. Date: Friday, 13 November 2020, from 8:30 AM... Register here: https://hubs.ly/H0zzFlf0 Key Take-Aways: - The type of changes that people are making to their spending habits to help loosen the budget belt, - What we have seen with clients portfolio and their concerns around the market volatility that #COVID19 has presented, - Some of the strategies you can implement to take advantage of the current climate. #PostGovernmentFunding #PostCOVID19 #Accountants #WealthManagement #FinancialPlanning #Webinar

18.01.2022 If you're taking time over the holidays, really take time. Don't take time off but then spend that time constantly checking for work-related texts and emails or attending meetings. Here's how you can enjoy your holidays: https://hubs.ly/H0C-Rwt0 #Holidays #Relax #Revive #WorkLifeBalance #ShutDownPeriod

18.01.2022 #Business is for those who have a strong will and passion to make a difference through their product or service. It is thus powered by a person’s belief and ability to adapt to an ever-changing #economic landscape. This needs thorough planning and implementation of the plan. Typically, a business should start with the following steps. Read more here: https://hubs.ly/H0zRbhQ0 #BusinessAdvisory #BusinessTips #efficiency #accountants #perth #businessplanning

17.01.2022 With the next #economicwave expected to hit when the #government #funding stops, it is helpful to understand the shifts that are taking place in the market and to take advantage of opportunities to grow your #wealth. Watch the webinar recording for free here: https://hubs.ly/H0C-Pkn0 #PostGovernmentFunding #WealthManagement #Webinar #Recording

16.01.2022 With the next #economicwave expected to hit when the government funding stops, it is helpful to understand the shifts that are taking place in the market and to take advantage of opportunities to grow your wealth. Watch Louise Davis, Senior Financial Advisor give out some important tips on how to manage your personal wealth during Covid-19. Key Take-Aways:... - The type of changes that people are making to their spending habits to help loosen the budget belt - What we have seen with clients portfolio and their concerns around the market volatility that #COVID19 has presented - Some of the strategies you can implement to take advantage of the current climate Watch the recording here: https://hubs.ly/H0BC_FS0 #FinancialPlanning #PostCovid19 #Webinar #WebinarSeries #Recording #BusinessAdvisory #Perth

13.01.2022 Have you saved your seat yet? The #FortunaInsights #Annual #Seminar is taking place in two days! You can get insights from our expert speakers who are going to help you identify opportunities when the next economic wave comes in: post-government funding. Our FREE #webinar will take place as follows: When: November 13, 2020... Time: 8:30 AM - 12:30 PM Simply register here: https://hubs.ly/H0zG5YQ0 #PostGovernmentFunding #FreeWebinar #PostCOVID19 #FinancialPlanning #BusinessAdvisory #WealthManagement #LegalAdvice

11.01.2022 If you run a business, it’s tempting to use your personal credit card for work purposes. And why not? You get loads of frequent flyer miles and everything goes onto one card which minimizes your workload...until #tax time. Doubling your personal credit card for work complicates your tax return and ADDS to your workload during a crucial time of the year. We’ve found this happens often in business and it’s one of the top 5 things we identify as being a cost accounting mistake.... The remainder of our list includes: 1. Letting #accounts receivable slide 2. Not using tech to track your expenses 3. Trying to do everything by yourself instead of engaging professionals Read more about how you can keep your expenses separate here: https://hubs.ly/H0zvD-L0 #Business #Personal #Expenses #FinancialPlanning #CreditCard #Accountants #Perth

10.01.2022 A #balancesheet is an important #financialdocument that shows a picture of your #financial health at a given moment in time. It's usually important to prepare the balance sheet towards the end of the month. We have developed an easy template you can download to prepare a balance sheet for your trade business. Download it here: https://hubs.ly/H0C-Rxq0... #FinancialStatement #FinancialPlanning #Free #template #BusinessResources

09.01.2022 #Standard vs #TestamentaryWills - is your will comprehensive and effective? Nathan Sgro, Lawyer at Fortuna Legal, spoke about what is required to ensure that your legacy is passed on just as you intended. Key Take-Aways: - the pitfalls of preparing post-office or homemade wills and the benefits of seeking the advice of a qualified #EstatePlanning professional who can guide you in preparing a Will that is tailored to your personal and financial circumstances.... - why a one size fits all approach to your #EstatePlanning is a dangerous exercise. - the features and benefits of a standard will and a more complex testamentary trust will. Watch the recording of his presentation here: https://hubs.ly/H0BBtkn0 #PostCovid19 #Webinar #WebinarSeries #Recording #BusinessAdvisory #Perth #Legal #Advice #SmallBusiness #Accountants

09.01.2022 With the next #economicwave expected to hit when the #government #funding stops, we want to help you prepare yourself and your business for the opportunities this new shift will present. Our series of experts share their insights to help you ride the next wave. Watch the webinar recordings here: https://hubs.ly/H0BrZjB0 #WebinarRecordings #FortunaInsights #Seminar #ExpertTips #COVID19Funding

06.01.2022 May joy and peace be yours during this happy season of #Christmas. Wishing you a Merry Christmas and Happy New Year! Be safe and #HappyHolidays! #Christmas2020 #NewYear2021 #FortunaTeam #Perth #Accountants #FestiveSeason #HolidaySeason

04.01.2022 If you're starting out your #trade #business or are conducting regular reviews, watch the video below to see why having a #businessstructure is important. Watch more such #financialplanning tips here: https://hubs.ly/H0BgNbx0 and watch out for free resources at the end of each video. #Tradies #BusinessTips #BusinessAdvisory #FortunaThinkTank #Perth #Accountants

01.01.2022 It's the season to increase your #sales. Boosting sales would require #marketing and conversion of #leads. Our advice is to first look inwards and if you believe you are doing a good job for your clients, don’t shy from asking them for referrals. This doesn’t cost money but is one of the greatest sources of new business. For more tips, read here: https://hubs.ly/H0BmKCk0 #Sales #Prospects #Customers #BusinessAdvisory #Planning #Perth #Accountants