Foster and Blanchard Wealth

“Quality financial advice should be affordable and available to any person who has dreams and goals”

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About

For the person who wants financial guidance and advice to protect what they have now and achieve the lifestyle and secure financial future they strive for, it is invaluable to have a professional Financial Adviser to provide you with easy to understand strategies that will provide peace of mind and confidence during each stage of your financial life.

Hello, I'm Shirley Ferris, the Director and Principal Financial Adviser of Foster & Blanchard Wealth.

Quality financial advice should be affordable and available to any person who has dreams and goals, who wants financial security and freedom at retirement, and who wants the comfort of knowing matters will be handled when adverse circumstances arise that may impact on the ability to work, such as illness, accident or death of a partner or spouse.

As a Financial Adviser, I am very passionate about working with my clients to identify what your immediate needs are, what is important to you & what you value. Once your needs, goals & values are identified, I will explain to you how I can assist you to achieve your goals and provide you with overall peace of mind. A fee is not charged for the first meeting which normally takes approximately an hour and a half. Fee structure is discussed in our first meeting to alleviate any concerns you may have about the cost of my service to you.

My on-going service to you is an important part of you achieving your financial goals and receiving the support & advice you need, especially as circumstances change and you move through life's different stages. My on-going service is available to you in either an “as needs” basis or structured based on your needs & requirements.

It would be a privilege to meet with you and discuss how I can best assist and work with you as your Financial Adviser.

Let's talk about your financial planning needs:

  • Saving & Budgeting Strategies
  • Personal Risk Insurance (such as income protection, total permanent disablement, critical illness and life insurance
  • Superannuation
  • Wealth Creation & Investment Strategies
  • Retirement Planning
  • Estate Planning

Contact Details

Address
Level One
91 Halifax Street
Adelaide SA 5000

P.O. Box 2394
Kent Town SA 5071

Phone
(08) 8232 3236

Fax
(08) 8241 1633

Email
shirley@fandbwealth.com.au
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Foster & Blanchard Wealth _ ABN 19 163 889 683 _ E admin@fandbwealth.com.au _ P (08) 8232 3236

Broughton Hall Pty Ltd Trading as Foster & Blanchard Wealth _ ACN 163 889 683_Corporate Authorised Representative Number 449868

Authorised Representative of Alliance Wealth Pty Ltd (AW) _ ABN 93 161 647 007 _ AFSL 449221

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The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Alliance Wealth Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.