Financial planning and Investments
When it comes to making life-changing financial decisions, independent financial advice is important. As independent advisors, we give honest, independent advice. We ensure your financial needs and your provisions are aligned.
Therefore you will get the very best advice and products tailored just for you. We realise most clients do not quite understand the concept yet. We’ll take you on a customer journey for success.
The financial planning process is a logical, six-step procedure:
- Determining your current financial situation.
- Developing financial goals.
- Identifying alternative courses of action.
- Evaluating alternatives.
- Creating and implementing a financial action plan.
- Re-evaluating and revising the plan.
FC Wealth and Investments and FC Forsure Insurance Brokers are authorised Financial Services Providers.
Fanie Jansen van Vuuren CFP®
Stefan le Roux CFP®
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What we offer
Financial planning
Retirement Planning
Investment planning and products
Annuities
Protection insurance:
Life insurance, critical illness, and income protection
Pension and provident fund transfers
Preservation funds
Business succession planning for business owners
Estate Administration
Financial planning
Retirement Planning
Investment planning and products
Annuities
Protection insurance:
Life insurance, critical illness, and income protection
Pension and provident fund transfers
Preservation funds
Business succession planning for business owners
Estate Administration
OUR STATS
1550
Tax, Accounting and
Audit Clients
710
Financial Planning and
Investment Clients
295
Short term Insurance and
Medical Aid Clients
2550
Happy Clients
Contact Us
012 8071714
083 3845868
[email protected]
Suite 51, Block E,
Wapadrand Office Park,
90 Kingbolt Crescent, Wapadrand,
Pretoria, 0081