Fortune 5

Empowering Your Financial Future

Fortune 5 is a trusted accounting and financial planning practice, proudly serving individuals and businesses in Geelong, Melbourne, and Brisbane since 2001. We believe in building strong, lasting relationships with our clients, founded on open communication, practical expertise, and a genuine desire to understand your unique needs.

1. Accounting & Financial Statement Preparation

We meticulously manage your financial records, prepare accurate and insightful financial statements, and provide regular updates to keep you informed about your financial health.

2. Taxation & Compliance

Navigating tax regulations can be daunting. We offer comprehensive tax preparation and advisory services, ensuring you maximize your deductions, minimize your liabilities, and comply with all tax obligations.

3. Superannuation & Retirement Planning

Whether you're planning for the near future or retirement, we can guide you through superannuation contributions, account balance maximization, and retirement planning strategies.

4. Business Advisory & Management

We offer strategic guidance on business development, cash flow management, business structuring, and succession planning. Our experienced advisors can help you make informed decisions to achieve sustainable growth and success.

5. Additional Services

• Corporate Secretarial Services
• Bookkeeping & Payroll Management
• R&D Tax Incentives & Government Grants
• Property Investment & Capital Gains Tax Advisory
• Goods & Services Tax (GST) Compliance
• Fringe Benefits & Payroll Tax Management

What Sets Us Apart?

• Client-Centric Approach: We prioritize understanding your unique needs and goals to tailor our services to your specific circumstances.
• Practical Expertise: Our team comprises experienced professionals with extensive experience running small businesses, giving them a deep understanding of your challenges and aspirations.
• Clear & Transparent Communication: We believe in open and honest communication, ensuring you are always informed and involved in the process.
• Empowering Clients: We empower you with knowledge and understanding, enabling you to make informed financial decisions and achieve your financial goals.

Contact Us Today

Let Fortune 5 be your trusted partner in achieving financial security and success. Contact us today to schedule a free 30-minute consultation and discover how we can help you achieve your financial goals.