Financial Planning

Financial Planning


To Fortis Corporation, financial planning is best viewed as a continuous process rather than a one-time event. Indeed, we espouse the virtues of financial planning as an integral part of everyday life. Today’s continually shifting market dynamics mean that the “one-stop shop” approach to securing one’s financial well-being, as typified by the lumbering and largely defunct “bancassurance” business model, has given way to the smaller, more nimble and agile boutique or specialist investment practice.

By pursuing a more proactive approach to financial planning, we feel we are playing a key role in preparing our clients to meet the financial challenges of their constantly changing circumstances.

Life will almost certainly present you with its own unique set of financial events.  Many will be expected whilst others will be random. A career change, the arrival of a child, buying a home and numerous other events can have a significant effect on your finances and your life. Fortis Corporation’s task is to iron out the tremors these events can send through your finances enabling you to focus on the practical and more enjoyable aspects.

Most of us view financial independence as having adequate income from our job/career and/or investments to maintain our desired standard of living. Possessing the means with which to enjoy our lives without being constrained by financial manacles is something that the majority of us arrive at through a combination of hard work, sacrifice, prudence and discipline. A properly thought out and executed roadmap to this is the goal of each and every Fortis Corporation client and, we’re pleased to say, this is precisely what we offer them.