It’s not just what we do – it’s HOW we do it

New and existing Clients are offered:

  • Friendly, prompt and courteous service.
  • A wealth of industry experience.
  • Honest and comprehensive advice.
  • Frequent and open communication.
  • A detailed analysis of superannuation, investment and insurance needs in the format of appropriate professional reports.
  • Regular reviews to ensure superannuation, investment and insurance portfolios remain effective and relevant to current needs.

Contact the office and discover the Ferguson Martens & Associates  difference today.

Ferguson Martens & Associates6 Steps to Success

Our financial planning process follows a 6-step approach enabling us to develop a plan that is appropriate to your specific needs.

Step 1: An initial meeting to your discuss broad strategy, for which there is NO FEE.

Step 2: You are provided with a summary of our strategy meeting, and costs associated with preparing your personalised strategy paper.

Step 3: Upon your instruction, relevant research and strategic analysis is conducted. A comprehensive strategy is prepared and presented to you in the form of an individualised strategy paper.

Step 4: Our recommended strategy is provided in the form of a carefully constructed Statement of Advice, individually tailored to suit your specific needs.

Step 5: We implement your plan according to your instructions.

Step 6: A service and advice agreement will be discussed with you, and will be implemented according to your instructions. This will ensure your plan remains appropriate and continues to meet  your ultimate goals.

Yes I'm Ready

It's time to make progress on your money. Are you ready?

Yes I'm Ready