Tailor the life you want
Wealth Management is the real intersection between your beliefs, health, time, energy, purpose and money. At F&A, we build wealth strategies that help you live your best life. We aim to support and empower you through our world class financial planning and investment management solutions, custom built, just for you.
DISCOVER YOUR TRUE POTENTIAL!
Holistic Wealth Management
A custom-built, outsourced solution that examines, balances, and optimises every detail of your current and desired setup.
We’re a values-based company, built on relationships, a passion for people, and making a real difference in their lives.
TAILORED & HOLISTIC
World class investment offerings that are both tailored and holistic.
TRIED & TESTED
A reputable insurance offering covering all major providers.
COMPETITIVE FEES
Built for the long term, without penalties. or exit fees and clauses.
WEALTH COACHING
Investment solutions, psychology, and coaching.
IT’S ON THE HOUSE
Complimentary efficiency audits.
REDUCED CLIENT PANELS
Allowing for the best in personal attention and service.
500+ PROFESSIONALS
The support of a focused team of in-house specialists and outsourced specialist consultants.
REGULAR REVIEWS
As well as monthly and quarterly feedback and commentary.
100+ YEARS
A philosophy built on over 100 years combined team experience.
What our clients say
“Very friendly and genuine people providing the best professional financial advice.”
“Very good service. Great advice. Excellent People.”
“It starts out as an adviser relationship and progresses to friendship. They are good, honest people to do business with. They understand family values and care about creating wealth for you safely.”
Featured
Since our last rebalance midway through 2023 we have experienced a continued meaningful outperformance of global equity. The result of this has been that portfolios have drifted from their target asset allocations, and we feel it is an opportune time to bring these weights back to target.