Future Wealth Management | Medical Aid, Unit Trusts, Estate & Retirement Planning

At FWM we truly believe that your future is the key to a happy past and present. We are determined to ensure that our clients specific and individual needs are all taken into account in order to guarantee a financially secure future, whether it is Medical Aid, Unit Trust Investments, Estate and Retirement Planning that is your need.

About Us

The foundation of Future Wealth Management is based on Honesty & Integrity which is why we have not aligned ourselves with any single Life Insurance company in order to enjoy additional financial rewards offered to us as brokers. This enables us to think and act with our clients in mind offering the most suitable products available on the market. We take accountability knowing that the financial service industry requires transformation; the sector is tainted with bad advice and lack of integrity & we feel that this is our responsibility to make a change to the industry.

"Truth be my friend" - Devan Naidoo

We believe and follow the 6 steps to financial planning which is endorsed and followed by the Financial Planning Institute, Financial Services Board and the Financial and Intermediary Services Act.

Establish & define relationship with client.
Collect the clients information.
Analyze and assess the clients financial status.
Develop the financial planning recommedations and present to client.
Implement the clients financial planning recommendations.
Review the clients situation.

Whilst the above is mandatory, we still find client that have not done their financial needsanalysis and hence there is no financial planning goals and directions.

Vision

Strategy
Vision
Mission
Principles
Goals & Objectives

"What's the point of investing in your future if you weren't getting the best of the present?"

At FWM we aim to provide our clients the highest quality wealth management services at competitive cost effective prices.

Mission

Strategy
Vision
Mission
Principles
Goals & Objectives

"All successful long term relationships are built around honestly and trust"

We strive to continuously uplift our clients and to remain constantly committed to the community, our services have been designed around the goal of driving down costs so our clients have more money to invest in their future well being.

Principles

Strategy
Vision
Mission
Principles
Goals & Objectives

"Our principles are the driving force of our daily operations"

Value - offering our clients world class wealth management at affordable prices
Service - our clients needs always come first
Inspire - going beyond good service to inspire our clients to reach their goals and dreams in life
Commitment - continuously striving to better ourselves for our clients

Goals & Objectives

Strategy
Vision
Mission
Principles
Goals & Objectives

"No one ever got far with small dreams"

Ambition is one of our strongest traits at FWM and as a result no client is too big for us. We don’t fear large companies as our personalised services and dynamic thinking approach allows us the ability to take on any challenge!

Medical Aid

Medical Aid
Risk
Retirement and Investing
Short Term

The days of a perfect medical aid with all benefits covered are no longer. Hence we strive to place our clients with the most optimal medical aid based on their medical needs analysis. Our clients are made aware that medical aid is not a luxury, it is an absolute need & should always be treated as an absolute priority. Ever so often we come across clients with huge life covers but no medical aid demonstrating poor advice and planning.

Risk (Life Cover)

Medical Aid
Risk
Retirement and Investing
Short Term

Life cover can be compared to car insurance. One can only claim in an accident, likewise one can only claim when one has a life changing event with life cover. Hence most of our risk products are based on what tangible value we can get for our clients if they don’t claim. Most of our risk products provide cash values for our clients either annually or every 5 years with excellent lifestyle benefits. These products are based on lifestyle programs that engage clients to act healthy and take ownership of their lives which to us is more valuable that the cashbacks offered.

Retirement and Investing

Medical Aid
Risk
Retirement and Investing
Short Term

90% of South African’s if not the world will retire under the required levels to live comfortably. This is further compounded by poor financial advice in the market. Ever so often clients are disappointed with high cost structures offered by Life insurance companies and ridiculous penalties if a client’s cancel their investments. Often these costs are not disclosed upfront by brokers to clients.

Short Term

Medical Aid
Risk
Retirement and Investing
Short Term

The demand for short term cover has been consistent with the advent of Discovery Insure. The product offers tangible rewards such as cash back, tracker and car hire. Apart from these tangible benefits the product focuses largely on driving safely and promotes positive driving behavior.

Portfolio

At Future Wealth Management our clients are placed directly with high quality Financial Services Board [FSB] approved fund managers such as: Allan Gray, CompliMed, Coronation, Discovery Health and Discovery Medical Aid, Liberty, Momentum, Oasis, PPS, Profmed and Prudential.

These companies have excellent track records with brilliant succession plans ensuring peace of mind but more importantly the above cost and penalties do not exist. Hence our objectives are to take out the middle man and deal direct so that our clients enjoy higher returns.

Tomorrow's
Success Starts
Today

About Us

Strategy

Vision

"What's the point of investing in your future if you weren't getting the best of the present?"

Mission

"All successful long term relationships are built around honestly and trust"

Principles

"Our principles are the driving force of our daily operations"

Goals & Objectives

"No one ever got far with small dreams"

Products

Medical Aid

Risk (Life Cover)

Retirement and Investing

Short Term

Portfolio

Contacts

Address: 37 Adelaide Tambo Dr, Durban North, 4051

Address: 3 Bradwell Road Cape Town Vredehoek ,8001

Tomorrow's Success Starts Today

About Us

Strategy

Vision

"What's the point of investing in your future if you weren't getting the best of the present?"

Mission

"All successful long term relationships are built around honestly and trust"

Principles

"Our principles are the driving force of our daily operations"

Goals & Objectives

"No one ever got far with small dreams"

Products

Medical Aid

Risk (Life Cover)

Retirement and Investing

Short Term

Portfolio

Contacts

Address: 37 Adelaide Tambo Dr, Durban North, 4051

Address: 3 Bradwell Road Cape Town Vredehoek ,8001

Please visit www.sacoronavirus.co.za For More Information and Statistics We wish you safety and good health during this challenging times

Tomorrow's
Success Starts
Today

Please visit
www.sacoronavirus.co.za
For More Information and Statistics

We wish you safety and good health during this challenging times