FOSTER VALUE PROPOSITION

  • We can provide you with an objective opinion.
  • We have multiple investment strategies for both local and global investors. These strategies are picked by our investment committee and in partnership with FundHouse.
  • We have a professional investment process.
  • We believe in giving you the best value for your money.
  • You will receive personal engagement from your advisor.
  • You will have a personal advisor who is backed by a team with extensive and diverse experience, with experience across different financial areas including; Investments- Risk- Tax- Wills- Health- Insurance.

ADVISORY PROCESS

We ask key questions regarding your financial needs and objectives.

Go through a decision tree questionnaire.

We capture all the information shared, on our capture form.

We analyse the information captured and consult with our advisory committee.

We assess the current situation and start formulating recommendations.

We compile our recommendations for moving forward.

We present our prospective client with a hard copy of his/her financial plan.

This document will include a summary of the client’s personal Financial Needs Analysis and it will detail the various products and investment solutions we suggest.

We prepare application forms for signature and collect supporting documents.

We submit all relevant documentations to implement policies and investments.

Our clients receive confirmation of active policies and investments.

Clients receive quarterly newsletters, feedback and newsflashes regarding relevant economic, political and financial events.

We conduct an annual review, this meeting allows us to comprehensively assess whether we are on track to achieving investment goals or not, whether current policies are relevant and sufficient.

For more information, please feel free to contact one of our consultants:
Tel: +27 21 713 0437
Email: thomas@fosterprivateclients.co.za
Web: www.fostergroup.co.za
Registered Financial Services Providers
Foster Wealth Management FSP.: 659
Foster Private Clients FSP.: 46925
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