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 advise. 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:

  1. Determining your current financial situation.
  2. Developing financial goals.
  3. Identifying alternative courses of action.
  4. Evaluating alternatives.
  5. Creating and implementing a financial action plan.
  6. Re-evaluating and revising the plan.

FC Wealth and Investments and FC Forsure Insurance Brokers are authorised Financial Services Providers.

In proud association with

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    What we offer

    financial planning

    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

    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

    77

    Years of combined
    experience in our team

    1250

    Tax and
    Accounting Clients

    510

    Financial Planning and
    Investment Clients

    250

    Short term Insurance and
    Medical Aid Clients

    2010

    Happy Clients

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