Our Services - FSB

By: Fsb  05-Apr-2012

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.

Step 3

Regular reviews to ensure you are on track to achieve your goals.

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Insurance Products - FSB

We research product recommendations through an independent source.


How we go about it

Travel Insurance- Fire & General Insurance- Business Insurance- Speculative Investment- Total Financial Planning. We request feedback (through our business development programme. Agreement on the most suitable action and implementation. Office follow-up until business has been put in place. A full annual review of your situation at our offices. Review features and benefits of implemented plans. Present a report with written recommendations.