Ongoing Advice

iStock 000005717962 MediumOngoing Personal attention

At FTS when you sign up for our ongoing services you are free to contact your adviser at any time and we encourage you to take advantage of this aspect. We encourage our clients to inform us of any significant changes in their circumstances such as your income level or lifestyle needs.

Your adviser is always available to discuss these changes or to help with questions relating to your investment portfolio.

Ongoing meetings

Your adviser will keep you informed of any changes that affect your personal circumstances so that you can stay on track with your financial goals.

Ongoing financial modelling

Your adviser's role is to understand your changing lifestyle and personal circumstances. We will revisit our modelling on an ongoing basis in light of any changing variables and guide you through the choices available.