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.


What we offer:

  • Financial and tax 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

We realised 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.

Complete the form below for a free consultation

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