WHAT WE DO
The team at Fairway Financial Advice is passionate about helping you achieve your financial goals. We invite you to work with us to discover “the right thing to do” to safeguard your financial future today.
We specialise in the areas of:
- Insurance protection strategies for your family, business and lifestyle
- Pension and retirement strategies
We have specialty services for:
- Small / Medium Business Owners
- Over 50’s planning for Retirement
We promise to:
- Listen to you
- Provide you with personalised advice and options
- Partner with you to implement your chosen strategy
- Review your needs regularly to keep your plan relevant and current
It can be overwhelming knowing who to choose and trust when taking creating a partnership with a Financial Planner. It needs to be a partnership based on trust and integrity.
You need to know that when your Financial Planner gives you a recommendation and advice it is the right thing for you to do and not just the “one size fits all” strategy offered to everyone.
You will immediately notice the Fairway approach is all about your unique needs, but that doesn’t mean we don’t have a tried and tests process and methodology.
Generally, at Fairway we have our own simple 5 steps process.
- We get to know you and give you the opportunity to get to know us.
- We use this knowledge to identify what you have currently and that you will need if you are to have the future you desire.
- We will then work with you to create strategies so the gap between what you have and what you need is always closing.
- Once we have agreed on the strategies we will put it all into action.
- The final step is to review and monitor your plan. This normally happens annually, but sometimes depending on what happens in your personal life, your professional life and the investment markets, we might need to make adjustments sooner.