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Cybersecure IT for Professional & Financial Services

Gold Fortress managed IT for firms that can’t afford a breach — accountants, financial advisers, legal and professional services across WA.

One Plan, Gold Fortress – Built for Regulated Firms

Professional and financial services firms hold highly sensitive client data — and are attractive targets. Our Gold Fortress managed service is designed for 30–80 seat firms that need strong cybersecurity baked into their everyday IT.

We combine modern endpoint security, identity protection, email and data safeguards, and 24/7 monitoring so partners can focus on clients, not fire-fighting IT issues.

  • SMB1001–aligned security controls as standard
  • Strong identity & access management with MFA and conditional access
  • Email security, phishing protection & advanced threat detection
  • Documentation & reporting to support compliance and audits
Professional services team working securely with technology

Security-First Mindset

We treat every professional firm like a mini financial institution – with controls to match.

Abstract visual showing cyber risk for professional services firms

High Trust, High Risk

Client trust, sensitive data and regulatory scrutiny make your firm a prime target for attackers.

Why Professional & Financial Services Are High-Value Targets

Your firm sits at the centre of clients’ financial and commercial lives. You hold identity documents, tax records, legal files, investment details and sensitive correspondence – all of which are monetisable if compromised.

Attackers know that downtime during peak lodgement or settlement periods is costly, and that reputational damage can be severe. That’s why we treat cyber risk for professional firms as seriously as a bank would – with layered controls, monitoring and clear incident playbooks.

  • High-value client data: tax, legal, financial and personal information
  • Tight deadlines for lodgements, settlements and compliance milestones
  • Increasing expectations from insurers, regulators and upstream clients

We help you move from “we hope we’re covered” to a clearly documented, audit-ready security posture that you can show to partners, insurers and key clients.

Secure IT Services for Professional & Financial Services

Everything your firm needs in one managed service: stable day-to-day IT with a strong cybersecurity backbone.

Managed Devices & Data

Secure configuration, patching and monitoring of every workstation and laptop in your practice.

  • Baseline security policies via Intune
  • Full disk encryption and endpoint protection
  • Standardised onboarding and offboarding

Email & Identity Protection

Protect the accounts your clients contact most with strong identity controls and email security.

  • MFA, conditional access & sign-in risk policies
  • Anti-phishing, anti-spam & safe links
  • Alerting on risky logins & changes

Data Protection & Governance

Policies and tooling to keep client information in the right hands and reduce accidental data loss.

  • Structured SharePoint & Teams design
  • Role-based access & approvals
  • Backup and recovery for M365 data

Managed Detection & Response

24/7 monitoring of your environment to detect and respond to suspicious activity before it escalates.

  • Security operations centre coverage
  • Threat hunting & investigation
  • Guided incident response

Staff Security Awareness

Practical training to help staff spot phishing, handle client data correctly and respond to issues quickly.

  • Simulated phishing campaigns
  • Short, role-specific training
  • Reporting and improvement over time

Gold Fortress Support

A single, fully-managed plan so partners and practice managers know exactly what’s included and what it costs.

  • Unlimited remote support during business hours
  • Priority response for critical issues
  • Regular strategic reviews

Compliance, Risk & Client Trust – At the Core

Your clients assume you take security and compliance seriously – and increasingly, they ask for proof. Insurers, upstream referrers and regulators are also lifting the bar on how firms handle cyber risk.

We help you build a practical, documented security baseline aligned with frameworks like the ASD Essential Eight and SMB-focused cyber baselines, then turn that into simple scorecards that partners can review.

Cyber Baseline & Controls

Clear view of patching, MFA, backup, endpoint protection and access controls across the firm.

Audit & Insurance Support

Documentation to support insurer questionnaires, client due diligence and audit requests.

Quarterly Security Scorecards

Easy-to-read scorecards that track improvements and highlight any emerging gaps.

Incident Readiness

Playbooks and contacts so you’re not improvising if an incident or suspected breach occurs.

The outcome: you can demonstrate to partners, clients and insurers that you’re actively managing cyber risk, not just relying on “set and forget” tools.

IT security compliance and KPI scorecard for professional services

Board-Ready Reporting

Visual scorecards and summaries that make cyber risk understandable for non-technical partners.

Perth skyline with technology overlay

Ready to Lift Your Cybersecurity Baseline?

Let’s review your current MSP arrangement, risk profile and controls – and see how Gold Fortress could protect your firm.

Supporting professional and financial services across Western Australia