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Fortuna Advisory Group West Perth

Updated 2026-08-30 · 4,552 reviewed · 434 listed · Scored from 70 Google reviews · How we rank ›

4.9(70) 84 composite score See reviews on Google ✓ Google-verified
First Home Buyer LoansCar & Personal LoansMortgage BrokerCommercial & Business Finance
Fortuna Advisory Group West Perth
Location
West Perth
Services
First Home Buyer Loans, Car & Personal Loans, Mortgage Broker
Reviews
70
Ranking
#60 in First Home Buyer Loans
Best for
business owners needing tailored insurance and claims support from experienced advisors

Core details are sourced from this business's Google Business Profile (checked 2026-08-30). Website-sourced details were fetched 2026-07-30.

What do recent reviews say?

Fortuna Advisory Group built a strong reputation across business insurance, claims management, and financial planning. Most clients praise named staff like Sahil, Sumit, and Parvinder for personal attention, quick turnaround, and breaking down complex advice into understandable terms. One long-standing client experienced deteriorating service, citing delayed processing and unmet communication expectations.

The firm serves both short-term insurance needs and multi-year relationships, with claims handled efficiently during crises like Perth storms. Staff actively guide clients through policy details to ensure understanding, and many recommend the team to colleagues and referrals.

Praised for
  • knowledgeable staff
  • responsive communication
  • clear advice tailored to needs
  • fast claims handling
  • goes above and beyond
Watch-outs
  • service quality declined over time
  • communication became poor
  • processing delays
  • excessive fees
responsive-communicationexplained-clearlywent-above-and-beyondknowledgeable-brokerpatient-with-questionsreliable-followuphandled-complex-situation
Best for: business owners needing tailored insurance and claims support from experienced advisors
Think twice if: one recent client experienced delays and poor communication after initial responsiveness; service consistency may vary

What are they good at?

  • named advisors (Sahil, Sumit, Parvinder) with deep insurance expertise
  • fast claims processing during emergencies
  • tailored quotes and clear policy explanations
  • long-term client retention (8+ years common)

Worth knowing

  • Named advisors praised: Sahil (insurance expertise), Sumit (team lead), Parvinder Singh, Anush (claims), Melvyn (financial planning), Barbara (tax, long-standing), Sharon (Mandurah location)
  • Claims handled during Perth storm damage event
  • Insured events with 700+ attendees
  • Long-standing client relationships documented at 7 and 8 years
  • One client cited excessive fees and quality decline after initial engagement

What reviews say by service

Commercial & Business Finance
Strong support for business insurance needs; quick adaptation to large event coverage and storm damage claims.
Mortgage Broker
Listed as a service; no detailed review evidence in inputs.

How it compares

  • Rated 4.9 against a 4.94 average across the 234 commercial & business finance businesses listed here.
  • Has more Google reviews than 79% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 94
Review volume 80
Review recency 100
Review sentiment 64
Profile completeness 100
Verification 30

Rating breakdown

5
69
4
0
3
0
2
0
1
1

FAQ

How quickly can you arrange business insurance quotes?
One client reported receiving and selecting quotes within an hour. Staff tailor coverage to your budget and needs before finalising.
Do you help with insurance claims?
Yes. Clients report fast and efficient claims handling; staff kept one client updated throughout a vehicle claim, and another through a Perth storm damage event.
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Last updated 2026-08-30