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. We use a professional procedure to ensure you achieve your goals
FSB4 Financial adopt the following financial planning process
Step 1: 25 to 30 minutes
We meet and introduce our company and services, to determine what is important to you and should we meet again. This is achieved through the use of a professional procedure. If we decide it is appropriate to meet again we collate the necessary information to produce a written report and strategies for our second meeting.
Step 2: 60 to 180 minutes
Review and implement strategies to achieve your desired outcomes.
Regular reviews to ensure you are on track to achieve your goals.