about us
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.
our approach
Expert advice
The highest standard of advice from professionals dedicated to the unique needs of High Net-Worth individuals and families.
Personalised approach
Personalised financial planning, customised investment portfolios, exclusive investment opportunities and more.
Transparency
We create bespoke financial plans and investment strategies with fully disclosed fees and costs. Keeping you informed - and in control - at all times.
Long-term planning
A comprehensive financial plan covering risk management, tax, estate and retirement planning. This plan is designed to maximise and grow your wealth long-term, providing ongoing financial security.