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Fortuna Advisory Group West Perth

Updated 2026-07-30 · 4,285 reviewed · 380 listed · Scored from 71 Google reviews · How we rank ›

4.9(71) 84 composite score See reviews on Google ✓ Google-verified
First Home Buyer LoansSelf-Employed & Low-Doc LoansCar & Personal LoansMortgage BrokerCommercial & Business Finance
Fortuna Advisory Group West Perth
Services
First Home Buyer Loans, Self-Employed & Low-Doc Loans, Car & Personal Loans
Reviews
71

What recent reviews say

Fortuna Advisory Group's team-particularly Sahil, Sumit, Parvinder Singh, and Anush-consistently wins praise for understanding client needs, delivering tailored insurance and financial solutions quickly, and handling claims with speed and transparency. Long-serving clients report seven to eight years of reliable advice and personable service.

However, two recent one-star reviews flag fee escalation and billing confusion, with one client reporting charges that misaligned with auditor invoices and bookkeeping charges layered on top. A handful report communication lapses and delayed processing when service quality dipped, raising a caveat about consistency across engagements.

Praised for
  • responsive, knowledgeable staff
  • tailored solutions, best value
  • fast, efficient claims handling
  • clear communication, stress-free process
  • long-term client loyalty
Watch-outs
  • hidden or escalating fees
  • quality deterioration over time
  • poor follow-through on service
  • billing discrepancies and unclear charges
responsive-communicationknowledgeable-brokerwent-above-and-beyondhandled-complex-situationreliable-followuppoor-communicationhidden-fees
Best for: Small business owners needing insurance, tax, and advisory services with long-term partner continuity.
Think twice if: Review fee structures upfront; two clients reported escalating charges and billing confusion that conflicted with third-party invoices.

Strengths

  • Staff named in reviews (Sahil, Sumit, Parvinder Singh, Anush) known for tailored advice
  • fast insurance claims processing
  • long-term retention (clients report 7-8+ years)
  • business and personal services under one roof

Worth knowing

  • Sahil Kaul named for insurance expertise and tailored quotes across multiple reviews
  • Sumit, Anush, Parvinder Singh, Alan, Grant identified as core team
  • Anush praised for efficient claims handling during Perth storm damage
  • Seven to eight year client relationships reported
  • Claims processed within one hour in one case
  • Handled event insurance for 700-person event

What reviews say by service

Mortgage Broker
Reviews do not focus on mortgage broking specifically; general advisory and insurance dominate.
Commercial & Business Finance
Business advisory and insurance handling praised; clients report clear guidance, responsive service, and smooth claims.
First Home Buyer Loans
No review evidence.
Self-Employed & Low-Doc Loans
No review evidence.
Car & Personal Loans
Vehicle insurance claims handled efficiently; one client praised fast, stress-free process.

How it compares

  • Rated 4.9 against a 4.95 average across the 145 commercial & business finance businesses listed here.
  • Has more Google reviews than 78% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 94
Review volume 81
Review recency 100
Review sentiment 64
Profile completeness 100
Verification 30

Rating breakdown

5
69
4
0
3
0
2
0
1
2

Common questions

How long do insurance claims usually take?
One client reported being insured within one hour of selecting a quote. Claims processing is praised as fast and efficient, though no fixed timeframe is stated in reviews.
Who should I ask to speak to?
Sahil Kaul, Sumit, Parvinder Singh, Anush, Alan, and Grant are named in recent reviews. Sahil is mentioned most frequently for insurance and tailored advice.
Do you serve areas outside Perth?
Their website lists service areas as Perth, Karratha, and Australia-wide. One client mentions a branch or representative in Mandurah.
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Last updated 2026-07-30