Our Expertise

Discover the FTA Advantage: Your Path to Financial Freedom

At FTA Wealth Solutions, we’re your all-in-one destination for financial planning, focusing on Wealth Protection, Accumulation, and Distribution. Our top priority is offering tailored advice to help you navigate towards financial independence with confidence, based on a thorough understanding of your profile and risks.

Let’s embark on this journey together, from safeguarding your wealth to its strategic accumulation and timely distribution, ensuring a secure and prosperous future every step of the way.

HERE’S HOW WE CAN HELP

As part of the Circle of Life, you will experience different phases which are divided into 3 categories, namely:

Wealth Protection

At FTA Wealth Solutions, we focus on protecting your financial security by reducing risks and ensuring stability. We specialise in creating plans to handle uncertainties, like setting up emergency funds and getting vital life and medical insurance.
At FTA Wealth Solutions, we focus on protecting your financial security by reducing risks and ensuring stability. We specialise in creating plans to handle uncertainties, like setting up emergency funds and getting vital life and medical insurance.

Our Services Include:

Risk Management
We identify and mitigate risks to safeguard your assets and income, tailored by our expert team for optimal protection.
Medical Insurance
Enjoy comprehensive coverage for worry-free healthcare access and seamless hospital admissions.
General Insurance

Beyond life insurance, we offer additional layers of protection for you and your loved ones with non-life insurance products.

Wealth Accumulation

After securing your assets, it’s time to grow your wealth. At FTA Wealth Solutions, we help you maximise your financial potential through strategic investments and savings for personal, retirement, or education goals.
After securing your assets, it’s time to grow your wealth. At FTA Wealth Solutions, we help you maximise your financial potential through strategic investments and savings for personal, retirement, or education goals.

Our Services Include:

Savings & Investment
Optimise returns and manage risks effectively with our portfolio analysis for steady wealth growth.
Children's Educational Funds

Secure your child’s future by creating a tailored strategy to ensure your child’s tertiary education is well-funded.

Wealth Distribution

As you transition towards the later stages of life, it’s crucial to plan for the distribution and protection of your assets, ensuring a seamless transfer to the next generation without concerns of frozen funds or assets.
As you transition towards the later stages of life, it’s crucial to plan for the distribution and protection of your assets, ensuring a seamless transfer to the next generation without concerns of frozen funds or assets.

Our Services Include:

Estate Planning
Create a comprehensive plan for managing and preserving your assets, ensuring your wishes are carried out smoothly.
Will Writing
FTA Wealth Solutions can assist you in detailing how your assets are distributed, providing assurance and peace of mind.

WHERE DO WE GO FROM HERE?

Let us help you navigate your journey. Start by knowing more of the key areas that pique your interest:
Personal
Finance
Secure your family’s well-being as well as your own.

Creating an
emergency fund

How to reduce
debt in 6 steps

How Much
Should I Save?

Why Wealth Management

Life Milestones
Planning

Support for all life’s
major events.

How To Prepare Financially For Starting A Family

Life Milestones And Why You Need An Advisor

Saving Up For Your Child’s Wedding

Buying A Home

Retirement Planning & Beyond

Plan confidently for
retirement.

How To Withdraw Retirement Funds

How Much Do I Need
To Retire

What Is A Trust And Why Do I Need One?

For The Unexpected Moments

Prepare for unexpected challenges.

How To Prepare For The Unexpected Costs Of Illness

5 Tips To Prepare Yourself For The Unexpected

How To Handle The Ups And Downs Of The Market

PREFER TO TALK TO US DIRECTLY?