Independent Financial Advice
Whatever stage in life you are at, trying to find the right advice at the right time is important. At FOL Wealth we help you find the most suitable life insurance protection, mortgage, pension and more. We don’t blind you with science, we sit down and listen to you, find out what your hopes and dreams are and help you make the right decisions.
Education - At FOL Wealth, we have many years’ experience and are passionate about all our clients’ futures. Planning for your children’s education is incredibly important, we can help you select the right fund from the many thousand out there, right through to assisting in setting up a family trust.
Real Estate – We advise and can help facilitate large-scale purchases, sales and transactions for you, coordinating with external professionals when needed. We also help walk you through planning and timings within the context of your income and tax projections.
Real Estate – We advise and can help facilitate large-scale purchases, sales and transactions for you, coordinating with external professionals when needed. We also help walk you through planning and timings within the context of your income and tax projections.
Complimentary Financial Planning – FOL Wealth offers our investment customers free Financial Planning, alongside our investment management services, so you are not only set for your retirement but have a clear financially secure pathway right now.
Cash Flow Projections and Planning – We look at your spending and expenses, setting out a clear map of income to spend, highlighting trends across lifestyle, household, personal, gifting, education and other residencies all in a simple to read graphs, tables, and prose formats - putting you in control of your wealth.
Cash Flow Projections and Planning – We look at your spending and expenses, setting out a clear map of income to spend, highlighting trends across lifestyle, household, personal, gifting, education and other residencies all in a simple to read graphs, tables, and prose formats - putting you in control of your wealth.
Comprehensive Financial Planning including:
- Current financial Position analysis
- Protection Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
