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Plan Smart. Build Something That Lasts.

From new ventures to restructures and the next stage of growth, we design the structures, frameworks, and strategies that give your business the foundations it needs to succeed.

Business Planning Services

Getting the foundations right from the start makes every subsequent decision easier. Our business planning advisors combine accounting, legal, and strategic expertise to build plans that are grounded, practical, and tailored to your goals.

Business structure design: tax-effective, asset-protective structures built for your circumstances.

Budgeting and forecasting: realistic financial models that support confident planning and cash flow control.

Business plans for finance: professionally presented plans for lenders, investors, and strategic decisions.

Growth strategy: actionable plans for expansion, market entry, and scaling operations.

Implementation support: we stay involved to track progress and adjust the plan as you grow.

Integrated expertise: accounting, legal, and advisory specialists available through the same team.

Structure That Protects and Performs

The right business structure makes a significant difference to your tax position, asset protection, and operational flexibility. We design structures from the ground up that fit your goals, your circumstances, and your plans for the future.

Plans That Are Built to Be Used

A business plan is only valuable if it guides real decisions. We build plans that are specific enough to act on, realistic enough to commit to, and supported by the financial modelling and strategic analysis your goals deserve.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our business planning advisors bring practical experience across startups, established businesses, and complex restructures, delivering guidance built entirely around your specific goals.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest