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Fortunity is now Altus

For many years, Fortunity has proudly supported individuals, families and businesses across the Central Coast with trusted financial advice and deep local relationships. Today, we are excited to enter our next chapter as Altus. This evolution brings together t.....

Wealth - 2 min read

Do's & Don'ts of Estate Planning

If you don't have a plan for your estate, don't panic ... it's not too late to start now! Preparing an estate can raise .....

Wealth - 2 min read

Estate Planning Case Study

Mike (62) and Stacey (51) were married and lived in Sydney. Mike had two children, Steve and Fiona (38 and 36), from his.....

Strategy, Growth, Business - 3 min read

Growing Pains Part Three – Engaging your people

One of the largest challenges faced by fast growing businesses is how to keep the momentum of growth whilst ensuring tha.....

Strategy, Growth, Business - 2 min read

Growing Pains Part Two – Managing Client Expectations

Fast growing businesses will inevitably confront the challenge of balancing their priorities. Importantly, keeping exist.....

Business - 1 min read

Core Values... A Compass By Which You Lead

Your compass… Your guide… Where is your compass pointing? Core values define the identity and culture of a business.

Strategy, Growth, Business - 2 min read

Growing Pains Part One - Engaging Your People

SME businesses face a greater challenge when looking to raise capital than listed companies. Equity capital is difficult.....

Could Your Business Benefit from an Outsourced CFO?

Set your business on the right path with this simple guide.

Could Your Business Benefit From an Outsources CFO_Resources

Prospective Business Owner - Succession Checklist

Make sure you’re on the right track with this online checklist.

Business Owner - Succession Checklist_Resources
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