OUR SERVICES

 

At Fortnum Financial Advisers, we have the breadth and depth of expertise to assist our clients with every aspect of their financial situation. In our comprehensive approach, we look at the complete picture to ensure all components are working together.

 

Developing your investment strategy

 

Our process starts with you: your need for return, your tolerance for risk, your time horizon. We design an asset allocation that optimally balances these considerations and serves as the blueprint for your personalised investment plan.

 

Evaluating investment opportunities

 

When weighing investment options, it helps to get sound, unbiased advice from someone who has your best interests at heart. We can help you evaluate the pros and cons of specific strategies or securities based on how they fit into your total financial plan.

 

Understanding the tax implications of an investment

 

At the end of the day, it's not what you make that is important it's what you keep. At Fortnum Financial Advisers, we constantly seek to maximise our clients after-tax returns and provide informed advice regarding the tax implications of various investing strategies.

 

Making buy/sell decisions

 

When it comes to deciding if and when to purchase or sell a security, Fortnum Financial Advisers will be there to help you make the most informed decision possible. We look at each buy/sell decision within the context of both your near- and long-term goals, as well as advising you on possible tax consequences.

 

Managing a trust/inheritance

 

Whether it's a one-time windfall or a lifetime stream of income that needs to be worked into your financial plan, we have the resources to help you manage and maximise inherited wealth.

 

Managing family assets

 

Assuming responsibility of family assets often entails significant financial obligations. We can assist you in this important role and manage any concerns that arise from investing assets that are not your own.