Mission
To provide consistently sound financial advice for our clients using the intellectual capital power we possess in combination with the vast marketing tools we have available to us.
Values
Fung and Associates has defined the following values:
- The client is our most valued asset
- Understanding of the client, the client’s dreams, the client’s needs and the client’s wants
- Honesty and Integrity
- Accountability
- We will continue to strive towards constant improvement
- We are committed to quality
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Philosophy
Our Philosophy is to ensure the ‘peace of mind’ and security of our clients current lifestyles by successful planning and implementation of a sound financial plan for their future. This can be achieved by sticking to the basics and keeping simplicity at our core business structure.
Roles
Consulting is the central activity through which we can apply grey matter power to understand the dreams, needs and requirements of our clients. It is through this forum that we are able to leverage our expertise in the field of financial planning to provide our clients with significant value according to their requirements. This can take the form of:
- Building up trust
- Financial Needs Analysis
- Dreams analysis
- Structured and Comprehensive Financial Plan
- Service and communication
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