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We're excited to share that Fortunity has merged with Altus Financial, becoming part of Altus Financial Group. Based on the Central Coast, Fortunity is one of the region's most respected financial advisory businesses, having served the community for more than .....
We're excited to share that Fortunity has merged with Altus Financial, becoming part of Altus Financial Group. Based on the Central Coast, Fortunity is one of the region's most respected financial advisory businesses, having served the community for more than two decades.
While continuing the integrated advisory solutions both businesses are built upon, the combined firm will deliver a wider range of specialist services to clients — including CFO advisory, audit assurance, personal insurance and debt advisory. All clients will benefit from greater depth of expertise, more coordinated advice and expanded resources while retaining the personal relationships they value most.
“This decision is about delivering more for our clients,” said Scott Young, Managing Director of Altus.
“We’ve known the Fortunity team for more than a decade. We share the same philosophy: deliver leading advisory solutions to private clients and caring deeply about your people who deliver them. Together, we can deliver even more for the businesses, families, and communities we both serve.”
Fortunity, based in Erina, has been a trusted adviser to the Central Coast business community for over 20 years, known for its hands-on approach and commitment to quality advice. The merger cements its position in the region while connecting clients to Altus’s broader capabilities.
Paul Bolton, Director of Fortunity, said: “Scott and the Altus team act and think the same way we do, we will be stronger as one. By joining forces, we’re both better positioned to deliver lasting value to our clients, our people and the community.”
Altus Financial and Fortunity both operate under an employee-owned model which was pivotal to the merge decision. Mr Young added, “Employee ownership creates real alignment between advisers and clients. It builds a culture of accountability and trust, which is the foundation of a sustainable advice business.”
All staff from both firms will remain in their roles, ensuring uninterrupted service for clients. Altus’s Central Coast team has relocated to Fortunity’s new Erina premises. The merged firm will continue Fortunity’s community sponsorships, including the Central Coast Mariners and Surf Life Saving Central Coast.
Fortunity has served the Central Coast community for over 20 years, providing accounting, business advisory, audit and wealth management services with a focus on personal relationships and delivering practical solution outcomes.
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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).
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