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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, Aged Care - 4 min read

5 Ways to Prepare for Growing Residential Aged Care Fees

Australia’s ageing population is well-publicised. The Australian Institute of Health and Welfare (AIHW) reports that in .....

Wealth, Aged Care - 4 min read

5 Aged Care Preparations You Can Make Today

Aged care may seem like a long way off. After all, you have plenty to do before you reach that season of your life, righ.....

Wealth, Tax, Estate Planning - 2 min read

Reducing Tax in Estate Planning

Wealth - 3 min read

Super vs. Mortgage in Saving for Retirement

Wealth - 4 min read

Retirement Planning for Australian Millennials

It’s a fact that Australian millennials face a different economic world than their parents and grandparents did. Student.....

Wealth - 4 min read

6 Things to Consider Before Setting Up a Transition to Retirement Pension

For many people, a gradual transition from full-time employment to full-time retirement is more desirable than a sudden .....

Wealth - 6 min read

The Transition to Retirement Pension Explained

The transition to retirement (TTR) pension is a popular option for people who plan to continue working while starting to.....

Wealth, Super, Strategy, Business - 1 min read

The Federal Budget - What You Need Know

The focus of the 2017-18 Federal Budget is on housing affordability and infrastructure. There were populist undertones t.....

Wealth, Estate Planning - 3 min read

Effective Estate Planning in 4 Steps

Effective estate planning is about much more than having a will. It essentially structures your estate so you can distri.....

Wealth, Super, Estate Planning - 3 min read

What Happens to Superannuation in Estate Planning?

What will happen to your superannuation when you die?

Wealth - 3 min read

Is Inflation Hurting Your Retirement Savings?

Planning for an early retirement, or for retirement at any age, requires careful attention to long-term goals and the ba.....

Wealth, Estate Planning - 4 min read

Estate and Non-Estate Assets in Estate Planning

Before we dive into estate and non-estate assets, it’s helpful to review why estate planning is important in the first p.....

Wealth, Super - 2 min read

Pros and Cons of Corporate Super Funds

If you work for a business, chances are that you’re eligible for the corporate super fund. With so many options availabl.....

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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