FC Financial Services

FC Financial Services

The creation and preservation of your wealth to ensure future sustainability of your lifestyle is at the heart of our Financial Advisory Services and Investment planning decisions.

Our investment philosophy is based on the asset allocation principal where we diversify the investment into the appropriate asset classes. The 5 major local and international asset classes are: Equities, Property, Bonds, Cash and Commodities.

A widely-referenced study called 'Determinants of Portfolio Performance' has shown that asset allocation accounts for more than 90% of an investment portfolio's risk and return characteristics. This essentially entails diversifying investments between different asset types - typically, equities, corporate bonds or cash equivalents - and geographical areas, to reflect the investor's goals and risk tolerance. Within the asset groups, a further process of fund selection needs to be completed.

Investment proposals contain investment solutions specifically structured to your individual investment needs.


Services We Offer:

  • Financial Planning
  • Independent Personal Insurance
    • Life Insurance
    • Disability Cover
    • Critical Illness
    • Income Protection
  • Retirement Planning
  • Employee benefits
  • Wills
  • Trust Administration
  • Late Estate Administration


Complaints Procedure:  To view our complaints procedure, click HERE


FC Financial Services is an authorized financial services provider - FSP 47892