Financial Advice is the process of meeting lifestyle and financial objectives through the proper management of personal finances. Lifestyle objectives are extremely personal. They are based on an individuals’s personal core values/beliefs and may include purchasing a home, saving for children’s education or planning for retirement.
Financial advising is based on the individual. As a result the value of financial advice is to clearly understand your values and preferences. This information is then used to build a clear path to achieve the stated goals (after allowing for conflicting objectives).
Read more 1 about the benefits of obtaining personal financial advice.
Our personal financial advice service
With a family business, the consideration of personal goals will assist the family as a whole in determining its collective goals and the direction in wants the business to take. FBCN’s highly experienced and supportive advisers will help ensure all members of family can meet their personal financial goals in the context of a family business.
Read more 2 about what we offer, or contact us for an obligation-free conversation.