OUR JOURNEY

FSP WEALTH

Combined with the guidance of the established planners and the vision of the youth, FSP Wealth fully grasps the changes that the financial industry is facing in the future. We focus on both the client and the wealth planner. The FSP Wealth environment is where both the client and the planner must prosper. Our planners are fully committed to walk with our clients through their wealth journey.

OUR JOURNEY

FSP WEALTH

Combined with the guidance of the established planners and the vision of the youth, FSP Wealth fully grasps the changes that the financial industry is facing in the future. We focus on both the client and the wealth planner. The FSP Wealth environment is where both the client and the planner must prosper. Our planners are fully committed to walk with our clients through their wealth journey.

YOU

Financial challenges are part of your everyday life. With every journey there are ups and downs. Together with your wealth planner, we want to limit your downs and share in your ups. We provide our clients with adequate wealth planners to provide you with tailor-made advise.

YOU

Financial challenges are part of your everyday life. With every journey there are ups and downs. Together with your wealth planner, we want to limit your downs and share in your ups. We provide our clients with adequate wealth planners to provide you with tailor-made advise.

YOUR PLANNER

New regulations, changing of legislation, volatile financial markets, compliance and complex products are only a few of the challenges wealth planners face everyday. FSP Wealth created an environment for the planners where most of these challenges are simplified for the planner. Not having to deal with all of these challenges everyday, our planners can fully focus on you.

YOUR PLANNER

New regulations, changing of legislation, volatile financial markets, compliance and complex products are only a few of the challenges wealth planners face everyday. FSP Wealth created an environment for the planners where most of these challenges are simplified for the planner. Not having to deal with all of these challenges everyday, our planners can fully focus on you.

OUR PHILOSOPHY

Every business identity is formed by the employees. That is why at FSP Wealth we have two value structures. Our employee values and our business values. Our employees must operate with honesty and integrity, be empathetic and always put our client’s needs before themselves and FSP Wealth. Our business values are Focused Simplified Planning.

FSP Wealth advisors are part of your financial journey. You are our main focus. Part of making financial decisions that have long lasting consequences takes expertise and focus. Focusing on the correct financial areas is what make FSP Wealth your trusted financial advisor.

FOCUSED

At FSP Wealth we want you to understand your financial products and situation. The financial industry are full of over complicated products and services. We are here to make sure that you don’t purchase a product that you don’t fully understand. Simplifying is what FSP Wealth do.

SIMPLIFIED

“Planning is brining the future into the present so that you can do something about it now”. FSP Wealth regard financial planning as important as your health. Not having a clear financial plan in the present can lead to unnecessary future lifestyle changes. We plan now, for the future.

PLANNING

FOCUSED

FSP Wealth advisors are part of your financial journey. You are our main focus. Part of making financial decisions that have long lasting consequences takes expertise and focus. Focusing on the correct financial areas is what make FSP Wealth your trusted financial advisor.

SIMPLIFIED

At FSP Wealth we want you to understand your financial products and situation. The financial industry are full of over complicated products and services. We are here to make sure that you don’t purchase a product that you don’t fully understand. Simplifying is what FSP Wealth do.

PLANNING

“Planning is brining the future into the present so that you can do something about it now”. FSP Wealth regard financial planning as important as your health. Not having a clear financial plan in the present can lead to unnessassary future lifestyle changes. We plan now, for the future.

OUR PROCESS

FIRST MEETING

30 – 60 Minutes

During our first meeting our planners want to know more about who you are and what your financial needs are. During this meeting we will gather all the relevant information from you. Our planners will based on these information provided, assist you in accordance with FSP Wealth processes. Depending on the information provided, your planner may request a second meeting.

PROCESSING OF INFORMATION

1 – 6 WEEKS

A financial or risk solution and report takes a lot of effort, time, and experience to create. Because it entails analysing many parts of the client’s information, this process could take up to 6 weeks. Each strategy is customized to meet the unique goals and objectives of each customer since we don’t believe in providing our clients with mass-produced solutions.

PRESENTING OF PLAN

60 – 120 Minutes

As this report is typically a substantial document that requires the client’s complete attention for the whole meeting, it is one of our criteria that all impacted parties—spouse in the case of family or directors in the case of a business—be present at the presentation of the report. We therefore advise clients to set aside some uninterrupted time for this input. For the purpose of achieving particular objectives and/or goals, the use of various items may be advised.

IMPLEMENTING OF PLAN

1 WEEK – 6 MONTHS

After the client approves the suggested advice, FSP Wealth will be designated as the client’s advisor, and the implementation process will start. Depending on the size of the engagement, a full implementation may take a week to several months. The adviser and/or helper takes the client step by step through the process. In addition to the quantification of physical activities that each partner (advisor and/or client) will be accountable for, the procedure incorporates the activation of financial instruments.

MONITORING

TERM OF THE RELATIONSHIP

We want to develop multigenerational ties with our clients that last for a very long time. Theoretically, this should imply that this is a continuing process because, as was already established, relationships are reciprocal. We rely on our clients to keep us informed of any changes to their circumstances. The Service Level Agreement will specify the frequency and breadth of formal feedback (both “face to face” and online) after agreement with the planner. This agreement may be terminated at any moment by either party.

OUR PROCESS

FIRST MEETING

30 – 60 Minutes

During our first meeting our planners want to know more about who you are and what your financial needs are. During this meeting we will gather all the relevant information from you. Our planners will based on these information provided, assist you in accordance with FSP Wealth processes. Depending on the information provided, your planner may request a second meeting.

PROCESSING OF INFORMATION

1 – 6 WEEKS

A financial or risk solution and report takes a lot of effort, time, and experience to create. Because it entails analysing many parts of the client’s information, this process could take up to 6 weeks. Each strategy is customized to meet the unique goals and objectives of each customer since we don’t believe in providing our clients with mass-produced solutions.

PRESENTING OF PLAN

60 – 120 Minutes

As this report is typically a substantial document that requires the client’s complete attention for the whole meeting, it is one of our criteria that all impacted parties—spouse in the case of family or directors in the case of a business—be present at the presentation of the report. We therefore advise clients to set aside some uninterrupted time for this input. For the purpose of achieving particular objectives and/or goals, the use of various items may be advised.

IMPLEMENTING OF PLAN

1 WEEK – 6 MONTHS

After the client approves the suggested advice, FSP Wealth will be designated as the client’s advisor, and the implementation process will start. Depending on the size of the engagement, a full implementation may take a week to several months. The adviser and/or helper takes the client step by step through the process. In addition to the quantification of physical activities that each partner (advisor and/or client) will be accountable for, the procedure incorporates the activation of financial instruments.

MONITORING

TERM OF THE RELATIONSHIP

We want to develop multigenerational ties with our clients that last for a very long time. Theoretically, this should imply that this is a continuing process because, as was already established, relationships are reciprocal. We rely on our clients to keep us informed of any changes to their circumstances. The Service Level Agreement will specify the frequency and breadth of formal feedback (both “face to face” and online) after agreement with the planner. This agreement may be terminated at any moment by either party.

Member of the iFSP group of companies

FSP Wealth (Pty) Ltd – Reg.no. 2019/317282/07 authorised financial services provider. FSP 52866.

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