FPM Risk & Wealth Management

Based on a comprehensive needs analysis that correctly assesses current and future requirements. 

Reg No. 2015/413565/07

FSP No. 46610

Our philosophy regarding the wealth management and financial planning process - and therefore the foundation for adding value to our clients - is summarised as follows:

Our role as an independent financial advisor is to obtain detailed information about a client’s present financial situation and their future financial goals and objectives, to analyse this information in a logical and easy-to-understand manner, to develop a strategy that will enable the client to meet his objectives and then implement and monitor that strategy into the future.

What we offer

All solutions offered by FPM Risk and Wealth Management stem from this core philosophy and goal of adding value to our clients’ financial lives.

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, unit trusts, or other appropriate financial options.

We also provide advice and assistance with estate planning, will drafting, fiduciary insurance, life cover, life policies, risk planning and risk control. The more meaningful the service, the more likely it is that long term relationships will be developed, nurtured and maintained.

Want advice on investing wisely, with the support of a qualified financial planner? Chat to the FPM Risk and Wealth Management team today.

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