Why?
We offer a complimentary Discovery Meeting to help you make an informed & educated decision about hiring our team.
What?
A FREE ASSESSMENT
Make use of our free, no-obligation balance sheet and budget efficiency audit to show you both how we work and how we can help you improve
(please note that this assessment is not a full comprehensive financial plan)
Who?
Our typical clients are:
Diligent savers who have accumulated investment & retirement assets of R1 million or more (excluding physical property).
People who want to outsource their financial planning and investment management to an expert so that they can spend their time on what matters most to them.
Equity-compensated employees, directors, executives and retirees who are eager to delegate to an expert and simplify their family finance.
Our Process
Discovery Meeting
A 1-hour meeting to get to know one another and make sure our expertise matches your needs.
No cost or obligation. The purpose of this chat is to gain clarity on your goals, concerns, and unique financial situation.
If we aren’t the right fit for you, we will make sure to introduce you to a team that is better suited to your needs.
Our Analysis
Your free Balance Sheet and Budget Efficiency Audit will be guided by your answers to our questions, along with the documents you provide.
We apply our expertise and understanding of who you are to analyse your situation and demonstrate how we answer three important questions for you:
1. Are you on track to reach your long-term goals?
2. Which areas are holding you back?
3. How can your investments be improved?
Recommendation Meeting
In this meeting we present your Efficiency Audit. You’ll see how our team will improve your finances. We’ll also leave plenty of time for you to ask any questions on your mind.
If you are happy with the information we have provided and are ready for us to start working with you, we will discuss the next steps to formalising our relationship. Or if you are still unsure, we encourage you to take some time to think things over.
Think about it
We are focused on forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so it’s important that you take as much time as you need to make a decision. Prior to deciding whether we should work together, you’ll want to consider the following questions:
1. Do I like/trust/respect the F&A team?
2. Will the benefits that F&A provide exceed cost?
3. Do I understand & agree with the F&A investment philosophy?
4. Do F&A’s recommendations make sense to me?
Get Started Meeting
We will schedule this meeting if we mutually decide to work together! We will provide our Service Level Agreement for your review and signature and request additional personal information to get started.
During this meeting, we will answer any additional questions you may have, engage in a deeper goal-setting exercise, review what you can expect from us as your strategic advice team, and outline the practical next steps of working together.