Risk & Wealth Management

Effective risk and wealth management can only be delivered if it is based on a comprehensive needs analysis that correctly assesses current and future requirements. This applies to both businesses and individuals.

In the risk arena, our main focus is on providing key-man insurance and other insurance cover to businesses, giving them very necessary protection and peace of mind regarding their most vital employees.

FPM Risk and Wealth Management is an Authorised Financial Services Provider | FSB License Number: 46610

In wealth management, we focus on assisting individuals to accumulate and manage their wealth. Once an in-depth analysis has been carried out, it is up to the client to make the call. This in line with FPM’s advice-focused rather than sales-focused emphasis.

Our expert advisers concentrate on understanding investors’ needs in building capital for the short term, medium term and long term. They also play a guiding role so that future needs are adequately catered for within a carefully designed strategy that can be constantly tracked and monitored to measure its effectiveness.

Through offering a one-stop approach and service, we want to be able to do as much as possible to assist our clients to meet their investment needs whether by way of retirement annuities, provident funds, unit trusts or other appropriate vehicles. The more meaningful the service, the more likely it is that long term relationships will be developed, nurtured and maintained.
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