Holistic Wealth Management
A custom-built, outsourced solution that examines, balances, and optimises every detail of your current and desired setup. By driving efficiency and resilience to your entire personal financial setup, we remove stress from your desk and greatly improve your odds of long-term success!
The F&A Difference
We aim to have intimate and private discussions around your belief system, hopes, dreams and fears. From there, we conduct a holistic and complimentary efficiency audit to establish if your existing setup is running optimally, and finally we work with you to design a future you are excited to live. Once this is defined, we build out the entire strategy needed for this.
At the same time, we know that no one could reasonably deliver a world-class holistic solution on their own, and so we have vetted and formed relationships with other industry leaders, and when necessary, plug them in.
The result is a carefully managed and coordinated effort by an extended team of specialists, focussed solely on delivering on your stated objectives.
Further to this, we manage and deliver on this built plan. We fully acknowledge that life happens and plans can go wrong. Our role of support is an ongoing one. Year after year, we tweak and push and pull to make sure your plan navigates its way successfully to its destination. We are your long-term running partners.
Wealth Protection
A correctly structured Wealth Protection plan makes sure your financial position never takes a backwards step. With access to all of the top providers, we aim to build customised, unbiased, world-class solutions.
Wealth Creation
A robustly built Wealth Creation plan makes sure your financial position progresses and compounds. Targeting multi-decade success, we aim to grow and protect your money so that you can see out tough periods and enjoy the good times, while knowing your investments will outlast you. We only work with top providers, both local and offshore, in the pursuit of building diversified, world-class solutions.
“We focus on understanding you, and beyond that, the relationship and quality of all the moving parts in your financial setup, so that we can better serve you in achieving the life you want to live. ”