Fensham Howes Ltd

About

We are an accredited Financial Planning firm.

Many of our clients are entrepreneurs, company executives and trustees who have worked in professional and corporate environments. Our approach has particular appeal to individuals with this type of background and others who wish to manage their financial affairs with process that is professional and well organised.

Our clients take on a role similar to that of a ‘CEO’ with respect to their personal financial planning and investments. Our job is to provide critical support to help them achieve their objectives, and to this end we essentially take on a role similar to that of a finance director reporting to the CEO.

More specifically, our main tasks are to prepare the necessary projections and plans, to identify major strategic alternatives, to highlight threats and opportunities, to recommend courses of action, and to manage plan implementations.

Show more