Our clients are often busy people. Some are employees, some are employers and some are retired.
We encourage our clients to have a life financial plan. We know that there is always bumps in the road that can change your financial journey. We will partner with you, giving you greater comfort and providing clarity to follow your plan and achieve your goals. While they’re all complex individuals with different goals, incomes and lifestyles, they all share one thing in common – they delegate to us so they can focus on what is really important to them.
We identify ways to maximise rewards from your existing financial resources. Our strategic financial planning services can help with the following two areas:
Primary Strategic Advice
Once have looked at the above primary strategic advice our expertise also covers the second area of our advice:
Secondary Strategic Advice
And as the financial planning landscape evolves and legislation changes, we aim to be dynamic. FWP looks to implement strategies that adjust to changes in your individual circumstances and the changes in the world around you.
Foundation Wealth Planner are a local business. Our business is built on integrity and quality. There is no charge for your first meeting with FWP. This initial meeting will allow us to get to know you