How we go about it

By: Fsb  05-Apr-2012

Our Professional Procedure

  • Initial fact-finding meeting to clearly understand financial aspirations¬†(Financial x-ray)
  • Agreement on our initial findings
  • Present a report with written recommendations
  • Agreement on the most suitable action and implementation
  • Review features and benefits of implemented plans
  • Review on a regular basis at our central office
  • Business transacted via personal introduction
  • Commitment to these procedures

Our Service Commitment  

  • Office follow-up until business has been put in place.
  • Quarterly Newsletters keeping you up to date with insurance and investment trends.
  • A full annual review of your situation at our offices.
  • Recommendations to amend your programme down the track should that be necessary or appropriate.
  • Telephone contact from you to our office whenever you have a worry or query.
  • Telephone contact from our offices to you for annual reviews.
  • Availability of other financial services:

- Health Insurance
- Mortgages
- Investments
- Wills & Trusts
- Business Consultancy or Business Planning

- Travel Insurance
- Fire & General Insurance
- Business Insurance
- Speculative Investment
- Total Financial Planning

  • Our pledge to continue to keep up to date with matters affecting our industry and, therefore, your situation through ongoing study and assessment.
  • Advisers seriously committed to upholding the professional code of ethics.
  • Advisers who commit their knowledge and resources to the achievement of your financial goals.
  • We request feedback (through our business development programme)


Other products and services from Fsb

05-Apr-2012

Insurance Products - FSB

We research product recommendations through an independent source.


05-Apr-2012

Our Services - FSB

Whether you are just starting out in your first career, growing a family or business, about to start or in retirement, or have money to invest FSB4 Financial have a plan suited to you. We focus our advice, strategies and plans to enable you to achieve cash control and certainty for your wealth accumulation and asset protection. Review and implement strategies to achieve your desired outcomes.