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Fruition Consulting is a financial services provider to helping people through the complex and ever changing world of finance.
Consists of a multi-disciplinary team we focusing the achievement of life goals through the active management of personal finance. Life goals can include buying a home, saving for your child’s education or planning to ensure a reliable income for retirement. Building wealth requires sound wealth creation strategies, good investment selection and continuing financial planning investment management.
We are most innovative and dynamic whilst taking the time to really get to know our customers and their businesses to ensure that a tailor made financial solution meets their insurance and investment needs. We evaluate the type of cover required by our clients and present different options whereby clients have more options to choose from, which will increase their knowledge, resulting in getting the best value for money.
Educating our clients to the many risks they face, assessing their current position holistically, and a properly structured strategy is put in place to correctly align their current insurance and wealth creation portfolios. We review our client’s portfolio on a regular basis to determine any changes and address any shortfalls to ensure that each client remains on track to achieve their financial goals.
It is our view that investors should aim to achieve realistic returns over the long term by having a diversified and balanced investment strategy.
Medical aid membership should be an important part of everyone’s financial planning. If you do not have medical aid cover, an operation or a stay at a private hospital can have severe financial consequences. From a long-term financial planning point of view, it would be sensible to assume that you will have to provide for your own medical costs in retirement.
We will provide you with comprehensive advice on risk insurance, covering such key areas as life, critical illness, disability and income protection insurance. We will also help put in place the cover that you require, using an objective cost benefit assessment of reputable financial solutions.
Fruition Consulting will:
§ Provide independent, professional investment and financial planning advice
§ Recommend, in writing, the various investment and strategy options available to help you achieve your goals
§ Remain aware of your attitude to investment risk factors
§ Carefully explain all costs you may incur as well as the payment options available to you
Contact details:
Physical Address: 74 Link Road, Waterfall, 3650
Postal Address: PO Box 350, Link Hills, 3652
Tel: 0860 11 2423
Fax: 086 637 2385
E-mail: info@fruitionconsulting.co.za
Website: http://www.fruitionconsulting.co.za
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