Robert Beutum
Charles Read
Georgina Donaghey
Emma Falkenmire
John Bowring
Step 1 - Initial Meetings:
These meetings are to get to “know the client” as well as the client understanding our proposition.
It is not simply a matter of obtaining information such as your assets, liabilities and cost of living.
Your FTS adviser will spend time on finding out what is important to you and what goals, short and long term you may wish to achieve.
Step 2 - Preparing a plan:
With your consent, we will prepare a Statement of Advise (SOA) which will outline our recommended strategies in an easy to understand format.
Our modelling will also answer the most asked questions. “Will my money be able to achieve my goals?”
We also prepare insurance SOAs which help identify what levels of insurance you may require.
Your FTS adviser will quote you a ‘project fee’ to prepare the SOA for your consideration.
Step 3 - Implementation:
If monies are being invested, we assist in the placement of funds.
We confirm that all cheques are made payable to the trustee of the managed fund (if applicable) and are owned by you or the legal entity of your choice.
FTS rebate all up front commissions and charge on a fee based system.
Step 4 - Ongoing Monitoring:
This is the most important part of the process.
It is imperative that you have your investments and overall situation monitored in a proactive manner by us.
We have two levels of service and we will work together to select the most appropriate manner to monitor your situation. We charge via a flat % on monies invested
Each client’s circumstances will be known by at least two advisers. This ensures that your affairs are not “lost” if their single adviser is absent.
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