Foster
Wealth Management
“A large number of our clients are very loyal to us. We are extremely grateful to those clients and believe that we are very well placed to provide the same level of service with the same core values to those clients’ children and grandchildren.” Peter Foster | Director
We are an independent financial advisory business.
For us, that means we represent clients, not the product providers.
At Foster Wealth, we believe financial planning is more about people than it is about numbers. In an industry that may have a lack of trust and transparency between product providers and consumers, we believe it is our duty to be a custodian of client wealth. The landscape of financial services has become complex and multi-layered. We endeavour to simplify it and ensure that our clients receive the best value for money and achieve their goals.
Our Value Proposition
Our Pricing And Services
We have consulting packages which are based on you taking responsibility for your personal finances! We will hold you accountable and get you going on the right path to achieving whatever your goals are!
Sounding Board Session
You may have some ideas and financial goals, for example: buying an investment property or investing in a tax-free account, but you also need some peace of mind from an independent professional to help you ensure that you are heading in the right direction!
You receive:
• Peace of mind that all important factors are brought to your attention. Eg: Tax implications of rent income. Fund choice within a Tax free account.
• An action plan of next steps to move closer to your goal.
• A 90 day follow up, to check if you need any assistance.
Basic Financial Plan
This is perfect for newlyweds, or young parents. You might have an investment going, a pension at work, some life cover but you want to review these portfolios. Perhaps you are also considering an education plan, life insurance and drafting a will, but can’t quite get around to these things. We understand. In a busy life, these items are not making it to the top of your To Do list! We will handle it.
Click on the Learn more button to see what you will receive!
