![Fortitude Financial Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
Recommended
More Related Content
What's hot
What's hot (15)
Similar to About Fortitude Financial Planning
Similar to About Fortitude Financial Planning (20)
Recently uploaded
Recently uploaded (20)
About Fortitude Financial Planning
- 1. Getting you where you want to be
- 5. Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Where sales advisers spend their time A different experience
- 6. Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Where advisers spend their time What clients value What do clients value?
- 7. YOU PLAN Devising strategic solutions that enable you to use your financial resources to achieve your lifestyle objectives Possible Solutions Possible barriers & risks REVIEW Ongoing service, support and education. Review and update the plan regularly IMPLEMENT Assisting you to implement the strategy and liaising with the product providers on your behalf COACH Helping you to identify, quantify and prioritise financial & lifestyle goals Your Lifestyle Goals What we do
- 8. Source: Cerulli Associates FPA Principal Member Survey November 2002 Financial data gathering Report prep Review & ongoing service Relationship management Product advice Implement & admin Data analysis Planning Meetings Doing what our clients value
- 13. Getting you where you want to be
Editor's Notes
- Neil 20 years Chris 25 years Mark 7 years Helen 11 years Debi 3 years Davina 18 years Source of CFP statistic: IFP website August 08
- Mission statement Work with a limited number of clients where we can add real value Looking for a long term relationship Treat our customers fairly
- The separation of planning and advice for your long term goals from the sale of products.
- The explanation of commission bias against servicing. Only solution is fees for the work required otherwise a conflict of interest.
- The explanation of commission bias against servicing. Only solution is fees for the work required otherwise a conflict of interest.
- We will help you to identify, quantify and prioritise your financial and lifestyle goals We will establish the foundation for your Financial Plan by preparing a lifetime cashflow forecast based on: Your lifestyle goals Your return expectations Your time horizon Your risk tolerance We will ensure that you know about the risks that may prevent you from achieving your goals and put measures in place to manage: Lifestyle risks Investment risks We will Implement agreed plans, mentor and project manage to completion We will invite you to regular Planning Meetings – at least annually
- The explanation of commission bias against servicing. Only solution is fees for the work required otherwise a conflict of interest.