a message from the CEO & Founder
The Fortis Arbor Philosophy
Seed
The Seed Stage is the start of the Financial Planning journey. It begins with a small amount of investment and a tailored financial plan that aligns with the client's goals and objectives.
Germination
In the Germination Stage the seed germinates and sprouts. It’s time to invest regularly and grow the capital. The client and adviser align wealth strategies with the client's financial objectives.
Growth
The Growth Stage sees the tree grow, develop roots, branches, and leaves, as does the client’s wealth. The wealth strategy evolves, diversifies and adapts for long-term growth and stability.
Maturity
The Maturity Stage. A mature tree is strong and self-sustaining. A well-managed, diversified portfolio will grow, generate and preserve wealth without too much intervention from the adviser.
Harvest
The Harvest Stage is where the harvest yields fruits or timber. In Wealth Management, the focus rests on utilising the accumulated wealth to achieve the client's financial goals.
