Financial Security, Within Reach

Helping you reach your financial goals is our top priority.
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1,000’s of happy customers
5 Stars
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Sydney Financial Advisors and Wealth Management incl. Superannuation and SMSF

Fortuna Active Wealth is a national wealth management and personal insurance advisory business founded in Sydney. Servicing clients Australia-wide, we help you secure your financial wellbeing whether you’re a professional, a business owner, or a self-funded retiree.

Our team is laser-focused on providing you with tailor-made plans to get you closer to financial freedom. We do this by combining innovative tools and products with our experience and strategic planning capabilities.

Want to learn more about financial freedom, building your wealth, and managing financial risk? Contact us today.

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Financial Advisors

We understand everyone has different financial and life goals. That’s why our advisors work closely with you to create personalised strategies that suit your financial situation and meet your needs.

Personal Insurance Advice Experts

Using Life, Total Permanent Disability, Critical illness’/Trauma and income protection insurance tailored to your needs and affordability. At Claim Time we are here to help every step of the way and have successfully assisted all clients with claims.

Wealth Management Experts

Achieve peace of mind for your financial future with our comprehensive investment management and expert advice. With ongoing support, we continually evaluate your financial situation and build strategies that are most likely to succeed.

Business Risk Advice Experts

All businesses who are concerned about their future needs a succession plan. We will work with you to ensure you have the right insurance covering Buy sell agreement, Key person, debt protection and business income.

Financial Advisors You Can Trust

Your goals

We are committed to helping you reach your goals and live a life free from financial stress. That is our utmost priority. While we all seek financial freedom, the steps to get there should always be unique to each situation. And that’s where we can help.

No pressure

When building a foundation for financial security, everyone wants something different with the least amount of stress. We get it. That’s why we’ll spend time with you in a no-pressure environment to get to know you and discover what you’re looking for in a financial plan.

Tailored to you

We believe that expert financial and insurance advice should be tailored to your specific circumstances. You will never get a one-size-fits-all strategy. Instead, we create personalised, realistic, and achievable advice tailored to your investment and financial planning needs.

Speak with a financial advisor today
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Financial Services

Take Charge of Your Future

I NEED SOME
FINANCIAL ADVICE
I NEED HELP
FINDING THE RIGHT INSURANCES
I NEED HELP
MANAGING MY FINANCES

What Financial Advice Are You Looking For?

  • WEALTH CREATION
  • SUPERANNUATION ADVICE
  • SMSF ADVICE
  • INSURANCE ADVICE
  • DEBT ADVICE
Wealth Creation

Achieve your long-term financial goals with wealth management strategies that are custom-built for you. Our experts will work closely with you to evaluate your financial situation and understand your goals.

From there, we’ll create a personalised roadmap to help you navigate your financial future. We’ll provide you with a comprehensive investment management, expert financial advice, and ongoing support.

CALL US AT 1300 977 422
BOOK A FREE CONSULTATION
Superannuation Advice

Superannuation is one of the most tax-effective ways of setting yourself up for a comfortable retirement. The more you save, the more money you'll have. Simple? Not quite. With a variety of contribution options to choose from and ways to grow your balance, superannuation can be quite complex.

The right superannuation advice can help maximise where and how to invest your income for massive growth. Chat with us today for personalised superannuation advice and retire with confidence.

CALL US AT 1300 977 422
BOOK A FREE CONSULTATION
Debt Advice

Struggling with tax or credit card debt? Are your bills starting to pile up? No matter how scary your financial circumstances may seem, there is always a way forward. You just need the right support.

Our debt advisers can provide you with the best plan of action to restructure your finances and give you an opportunity to live a life debt-free.

CALL US AT 1300 977 422
BOOK A FREE CONSULTATION
SMSF Advice

Setting up a self-managed super fund (SMSF) is a major financial decision - it can be a lot of work that comes with its own set of risks.You're in control of every investment decision for the fund. This means you're responsible for improving the retirement benefits that you get while also complying with super and tax laws.

Before you start an SMSF, chat with one of our licensed financial advisers to help you decide if this route is the right way to go.

CALL US AT 1300 977 422
BOOK A FREE CONSULTATION
Insurance Advice

Live each day to the fullest with the right insurance protection.

Whether you want to protect your loved ones, safeguard assets, need helping covering medical expenses, or simply want to prepare for the unexpected, it can be difficult to know where to begin.

Fortuna Active Wealth insurance experts can steer you in the right direction.

CALL US AT 1300 977 422
BOOK A FREE CONSULTATION

To transform your finances for a better future, you need financial advisors you can trust. We're here to help.

Working with different clients, from business owners to retirees, we've learnt that the only way to build financial plans successfully is to understand our clients.

We don't only take a deep dive into your finances, but we also take into account your day-to-day life.

We take the time to get to know you by asking specific questions and truly understand your needs.

Do you want to retire early? Are you planning to buy a home? Do you want to start a business? Whatever your financial goals and needs are, we're here to help. Contact us today for a free initial consultation.

CALL US AT 1300 977 422
Get in touch today
FIND OUT MORE ABOUT HOW WE CAN HELP TRANSFORM YOUR FINANCES.





What Our Clients Are Saying

Incredible Experience
Justin has done an excellent job investing my superfunds over the years, I feel very safe and comfortable in his hands.
Margaret
Dependable, Responsive, Professional Partner
The best decision we have ever made is to speak to Justin from Fortuna Wealth - not only have we managed to pay off our debts but now saving for an investment property. We can’t thank you enough.
Cain L.
Incredible Experience
As a mum and a part time employee, I didn't think I needed any help. Justin identified for me a high performing super fund with great protection for my child. He also set up a great cash investment account for future education costs.
Amanda R.
Dependable, Responsive, Professional Partner
Justin has helped my business partner and I over many years with our personal and business insurances. Justin did an amazing job when I claimed on the Trauma and TPD policies, he was with me every step of the way and I will be forever grateful!
Alan