At Fortuna Heritage, our investment consulting services are designed to transform your vision into reality. We understand that building wealth is about more than just transactions—it's about crafting a legacy that endures. Our data-driven strategies, combined with a personalized approach, make investing accessible for everyone, from seasoned investors to those just starting their journey.

With our team by your side, you'll unlock exclusive opportunities and gain insights that help you make informed, impactful decisions.

Whether through strategic investments in commercial properties or development projects, our process is designed to maximize returns while minimizing risks. With Fortuna Heritage, your investment is part of a carefully crafted strategy that’s driven by data, shaped by experience, and focused on achieving long-term success.

Investment Consulting Services

1-on-1 Investment Strategy Sessions.

Sit down with one of our experienced consultants to craft a personalized plan tailored to your financial goals. Whether you're interested in multifamily properties, commercial conversions, or other opportunities, we align your strategy with your aspirations.

Credit & Financing Guidance.

We help assess your financial situation and guide you towards the best financing options, ensuring you’re leveraging your assets smartly for growth.

Let us help you grow and optimize your investment portfolio. We assist in tracking performance, making adjustments based on market shifts, and scaling your investments strategically.

Portfolio Growth Consulting.

Market Analysis & Research Reports.

Gain clarity with our in-depth market research and analysis reports. We provide clear, actionable insights that guide your investment choices in a fast-moving market.

Investment Consulting Packages

Wealth Builder Starter Package (€999)

• Ideal for those beginning their investment journey. Includes a 1-on-1 strategy session, a market snapshot report, and credit guidance.

• Bonus: "10 Secrets to Real Estate Investing Success" eBook included for free.

• Limited Availability - Only 10 packages available each month.

• A premium package designed for those serious about creating a lasting financial legacy. Includes quarterly strategy sessions, advanced market research subscription, custom growth plan, and financing optimization.

• Bonus: One-year membership to exclusive investment opportunities & access to a monthly webinar series.

• Exclusive Offer - Only available to the first 5 clients each quarter.

Legacy Creator Package (€4,999)

Growth Accelerator Package (€2,499)

• For those looking to elevate their investments. Includes two strategy sessions, a comprehensive market analysis report, financing guidance, and portfolio growth support.

• Bonus: Monthly exclusive insights email.

• Limited Time Offer - Sign up before the end of the month to receive a 10% discount.

Why Choose Fortuna Heritage Consulting?

Guided Expertise

With years of experience, our consultants guide you through every step of the process, providing tailored strategies that align with your goals.

Personalized Approach

We believe in individualized plans. Our consultants take the time to understand your unique financial situation and aspirations.

Data-Driven Strategies

Our decisions are grounded in market data and analysis, ensuring you’re equipped to make profitable choices that align with your long-term growth.

Your Financial Partner

We don’t just offer advice—we’re here to partner with you for the long haul, offering ongoing support and adjustments to your strategy as you grow.

Exclusive Opportunities

Gain access to exclusive real estate and investment opportunities that only a specialized consultancy like Fortuna Heritage can provide.

Frequently asked questions

How do I contact Fortuna Heritage?

If you have any questions or would like to learn more, please email us at investments@fortunaheritage.com for Europe or use our contact form for inquiries outside Europe.

How do I get started as an investor with Fortuna Heritage?

The entire process is completed online. You'll need to provide the necessary information and make acknowledgments electronically.

Our Proven Success

Our clients have consistently reached financial milestones and built thriving investment portfolios with our help. Here are some real-world examples of our impact.

Working with Fortuna’s consultants made all the difference in my real estate strategy. They helped me identify the best opportunities, and their financing guidance was a game-changer.

James T.

I was completely new to investing, but Fortuna’s guidance has been invaluable. I’ve seen substantial growth in my portfolio and feel more confident than ever in my financial future.

Alexandra B.

★★★★★

★★★★★

Ready to Craft Your Wealth Strategy?

Let us help you achieve financial stability and build a lasting legacy. Get in touch with our consultants today and start your journey to wealth creation.

Get in Touch with Us

Reach out for personalized investment strategies and growth opportunities.