iscoverIntegrated private client advice firm Altus Financial and financial advisory outfit Fortunity have merged, in a move that the two businesses say will “reshape” the professional services landscape on the Central Coast of NSW.
Altus Financial, Fortunity merge
25 August 2025
•
7 minute read
Altus Financial, an integrated private client advice firm, and Fortunity, which provides accounting, business advisory, audit and wealth management services, have joined forces. In a statement, the firms said that whilst continuing the integrated advisory solutions both businesses are built upon, the combined firm will deliver a “wider range of specialist services to clients”.
These include, the statement read, CFO advisory, audit assurance, personal insurance, and debt advisory. “All clients will benefit from greater depth of expertise, more coordinated advice and expanded resources while retaining the personal relationships they value most,” it said.
You’re out of free articles for this month
To continue reading the rest of this article, please log in.
Create free account to get unlimited news articles and more!
Moreover, the merger intends to offer a stronger regional presence on the NSW Central Coast.
The merged entity will continue to run under both brand names.
Speaking about the merger, Altus managing director Scott Young said: This decision is about delivering more for our clients.”
“We’ve known the Fortunity team for more than a decade. We share the same philosophy: deliver leading advisory solutions to private clients and caring deeply about your people who deliver them,” he said.
“Together, we can deliver even more for the businesses, families, and communities we both serve.”
Fortunity director Paul Bolton added: “Scott and the Altus team act and think the same way we do, we will be stronger as one.”
“By joining forces, we’re both better positioned to deliver lasting value to our clients, our people and the community.”
The firms both operate under an employee-owned model, which Young and Bolton noted was “pivotal” in the decision to join forces.
Young said: “Employee ownership creates real alignment between advisers and clients. 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, and Altus’ Central Coast team will relocate to Fortunity’s new Erina premises in August.
You need to be a member to post comments. Become a member for free today!
