Merger with Fortunity to provide expanded financial advice service

Altus Financial (Altus), a leading integrated business and wealth advisory firm, has merged with Fortunity, one of the Central Coast’s established financial advisory businesses.

The combined firm will deliver a wider range of specialist services to clients — including CFO advisory, audit assurance, personal insurance and debt advisory.

Clients will benefit from greater depth of expertise, more coordinated advice and expanded resources while retaining the personal relationships they value most.

“This decision is about delivering more for our clients,” Managing Director of Altus Scott Young said.

“We’ve known the Fortunity team for more than a decade.

“We share the same philosophy: delivering leading advisory solutions to private clients and caring deeply about your people who deliver them.

“Together, we can deliver even more for the businesses, families, and communities we both serve.”

Fortunity, based at Erina, has been a trusted adviser to the Central Coast business community for over 20 years, known for its hands-on approach and commitment to quality advice.

The merger cements its position in the region while connecting clients to Altus’s broader capabilities.

“Scott and the Altus team act and think the same way we do; we will be stronger as one,” Fortunity Director Paul Bolton said.

“By joining forces, we’re both better positioned to deliver lasting value to our clients, our people and the community.”

Altus and Fortunity both operate under an employee-owned model which was pivotal to the merge decision.

“Employee ownership creates real alignment between advisers and clients,” Young said.

“It builds a culture of accountability and trust, which is the foundation of a sustainable advice business.”

All staff from both firms will remain in their roles, ensuring uninterrupted service for clients.

Altus’s Central Coast team will relocate to Fortunity’s new Erina premises and the merged firm will continue Fortunity’s community sponsorships, including for the Central Coast Mariners and Surf Life Saving Central Coast.