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Making Complex Operations Simple for ASX-Listed Companies
Alara Resources (ASX: AUQ)
The Context
As an ASX-listed company with multiple Australian and overseas subsidiaries, managing legal compliance and financial operations was becoming extremely complex, costly, and reliant upon numerous external providers.
How We Helped
We provided expert legal guidance across key corporate law areas, including compliance with listing rules and the Corporations Act, shareholder agreements, and corporate governance. We streamlined the consolidation of subsidiary accounts and introduced automation to improve bookkeeping and financial reporting. In addition, we offered ongoing support in tax consulting and general insurance, ensuring the company had access to specialist expertise whenever required.
The Impact
The company enhanced operational efficiency, reduced reliance on external advisors, and gained a smoother, more effective approach to managing its corporate and financial operations – supporting growth with confidence and professional oversight.
What Our Clients Say
Fortuna completed a Governance Self-Assessment Audit for our Committee in Karratha. They were very pro-active, friendly and were able to have it completed within a very short time-frame.
Tony Simpson
|
Video Testimonial
Having sold a family business, and ending a marriage, I found myself with money and property but did not have the knowledge or skills to manage it effectively. A friend suggested I speak with Andrew and from our first meeting I felt very comfortable with him, and he understood what I needed. Andrew helped me set up a proper plan that gave me regular income while making sure my money was safe. Ten years later, I'm amazed that my money hasn't just lasted - it's actually grown! Andrew has helped me with everything from my will to important financial documents and transitioning from super to pension, always explaining things in ways I can understand. I totally trust Andrew, and what I appreciate most is his very balanced approach to financial management. For anyone who thinks they can handle their finances alone - trust me, get help. The financial landscape can be complex, and having Andrew's expertise has made all the difference to my peace of mind.
Jenny
|
Google Review
After my divorce, I was concerned about my financial future. Taking a recommendation from my siblings I booked a consultation with Andrew O'Neil, and from our first meeting, he made me feel completely at ease. He never judged my limited financial knowledge, and he treated my money like it was his own. When I was made redundant after 24 years with the same company, Andrew's guidance proved to be invaluable. Instead of just paying down my mortgage with the payout as I would have done, he helped me explore smarter investment strategies. He also advised me to sell my house at a time I didn't predict - a decision that turned out to be perfect and helped set me up for long-term success. Twenty years later, Andrew's not just my financial planner, he's a trusted friend who's helped me change from being anxious about money to feeling confident and secure about my future. His genuine care and expertise have helped me make the right decisions at every major life change.
Paula James
|
Google Review
You won't find a better team! Fortuna Advisory Group are absolute stars. Tax time is a breeze with these professionals guiding the process. Always ready to answer questions and provide advice; I'm never made to feel like an imposition when calling with the smallest query. Sian and Naomi (and the entire team) are extremely professional and know their stuff. Don't waste time with others, come straight to the best!
Natalie Sarstedt-McCarthy
|
Google Review
The team at Fortuna Advisory Group has been extremely helpful. After changing accountants for more than 5 times we finally feel we are in safe hands. Having your accountants and the legal team under the same place made restructuring very smooth. Both teams exactly knew what happens at all times. Melvyn and Ahmrit have been amazing at explaining in an everyday language everything until we understood. I can't recommend them enough. You'll be in safe hands. Thanks Fortuna Advisory Group.
Vanesa Gonzalez
|
Google Review
I have been with Fortuna Advisory Group for the past 7 years, and my experience has been excellent. Their service with insurance claims has always been very fast and efficient. A special thanks to Sumeet and Anush for their outstanding support - they are always helpful, responsive, and professional. Highly recommended!
Nimesh Patel
|
Google Review
Amazing - Sahil the legend was clear, punctual and precise. We were insured within the hour after receiving and selecting from the quotes. Definitely recommend.
Sherzad Dabag
|
Google Review
Sahil delivered an excellent customer experience. I am very happy as he tailored the insurance cover as per my budget and needs. He was amazing, helpful, polite and patient regarding the information I needed to provide, and he went through the policy to ensure I understood what I was covered for. 100% Recommended.
Gurinder Pal Singh
|
Google Review
Fortuna Insurance handled my vehicle claim with incredible speed and efficiency, taking all the stress out of a difficult situation. Thanks Anush - I really appreciated how you kept me updated throughout the entire claims process.
Ajit Virk
|
Google Review
In 2007, having moved to Perth in great upheaval, I found a tax accountant - Barbara - who helped me with financial matters and sound practical advice at a time of crisis. Every year thereafter things got better. Career back on track, and I stayed with what became Fortuna as my work and I moved interstate. This year, having fully and comfortably retired, was the last tax return! Thank you Fortuna for the consistently personal and helpfully efficient service you have given a small client like me over the years.
Long-Term Client
|
Google Review
Fortuna completed a Governance Self-Assessment Audit for our Committee in Karratha. They were very pro-active, friendly and were able to have it completed within a very short time-frame.
Tony Simpson
|
Video Testimonial
Having sold a family business, and ending a marriage, I found myself with money and property but did not have the knowledge or skills to manage it effectively. A friend suggested I speak with Andrew and from our first meeting I felt very comfortable with him, and he understood what I needed. Andrew helped me set up a proper plan that gave me regular income while making sure my money was safe. Ten years later, I'm amazed that my money hasn't just lasted - it's actually grown! Andrew has helped me with everything from my will to important financial documents and transitioning from super to pension, always explaining things in ways I can understand. I totally trust Andrew, and what I appreciate most is his very balanced approach to financial management. For anyone who thinks they can handle their finances alone - trust me, get help. The financial landscape can be complex, and having Andrew's expertise has made all the difference to my peace of mind.
Jenny
|
Google Review
After my divorce, I was concerned about my financial future. Taking a recommendation from my siblings I booked a consultation with Andrew O'Neil, and from our first meeting, he made me feel completely at ease. He never judged my limited financial knowledge, and he treated my money like it was his own. When I was made redundant after 24 years with the same company, Andrew's guidance proved to be invaluable. Instead of just paying down my mortgage with the payout as I would have done, he helped me explore smarter investment strategies. He also advised me to sell my house at a time I didn't predict - a decision that turned out to be perfect and helped set me up for long-term success. Twenty years later, Andrew's not just my financial planner, he's a trusted friend who's helped me change from being anxious about money to feeling confident and secure about my future. His genuine care and expertise have helped me make the right decisions at every major life change.
Paula James
|
Google Review
You won't find a better team! Fortuna Advisory Group are absolute stars. Tax time is a breeze with these professionals guiding the process. Always ready to answer questions and provide advice; I'm never made to feel like an imposition when calling with the smallest query. Sian and Naomi (and the entire team) are extremely professional and know their stuff. Don't waste time with others, come straight to the best!
Natalie Sarstedt-McCarthy
|
Google Review
The team at Fortuna Advisory Group has been extremely helpful. After changing accountants for more than 5 times we finally feel we are in safe hands. Having your accountants and the legal team under the same place made restructuring very smooth. Both teams exactly knew what happens at all times. Melvyn and Ahmrit have been amazing at explaining in an everyday language everything until we understood. I can't recommend them enough. You'll be in safe hands. Thanks Fortuna Advisory Group.
Vanesa Gonzalez
|
Google Review
I have been with Fortuna Advisory Group for the past 7 years, and my experience has been excellent. Their service with insurance claims has always been very fast and efficient. A special thanks to Sumeet and Anush for their outstanding support - they are always helpful, responsive, and professional. Highly recommended!
Nimesh Patel
|
Google Review
Amazing - Sahil the legend was clear, punctual and precise. We were insured within the hour after receiving and selecting from the quotes. Definitely recommend.
Sherzad Dabag
|
Google Review
Sahil delivered an excellent customer experience. I am very happy as he tailored the insurance cover as per my budget and needs. He was amazing, helpful, polite and patient regarding the information I needed to provide, and he went through the policy to ensure I understood what I was covered for. 100% Recommended.
Gurinder Pal Singh
|
Google Review
Fortuna Insurance handled my vehicle claim with incredible speed and efficiency, taking all the stress out of a difficult situation. Thanks Anush - I really appreciated how you kept me updated throughout the entire claims process.
Ajit Virk
|
Google Review
In 2007, having moved to Perth in great upheaval, I found a tax accountant - Barbara - who helped me with financial matters and sound practical advice at a time of crisis. Every year thereafter things got better. Career back on track, and I stayed with what became Fortuna as my work and I moved interstate. This year, having fully and comfortably retired, was the last tax return! Thank you Fortuna for the consistently personal and helpfully efficient service you have given a small client like me over the years.
Long-Term Client
|
Google Review
Fortuna completed a Governance Self-Assessment Audit for our Committee in Karratha. They were very pro-active, friendly and were able to have it completed within a very short time-frame.
Tony Simpson
|
Video Testimonial
Making Complex Operations Simple for ASX-Listed Companies
Making Complex Operations Simple for ASX-Listed Companies