More than just financial advice. Putting plans into action is just the beginning of our journey with you. We believe in staying by your side every step of the way
Welcome to the captivating story of FTS Financial Planning, a vision that took root in the mind of Robert Beutum, a seasoned financial planning expert with almost four decades of experience under his belt. During the 1980s, Robert found himself at IPAC Securities Limited, cultivating strong bonds with his referral sources and leaving an indelible mark on the financial landscape. It was during this time that the seeds of FTS Financial Planning were sown, germinating into a vision of providing clients with unparalleled advice and services as an independent, non-aligned adviser. In 2005, Robert took a bold leap, joining forces with the partners of Tester Porter Services in Young, NSW. Together, they forged an alliance that would soon blossom into the thriving entity we know today as FTS Financial Planning. With excitement and anticipation, FTS opened its very first office in Bondi Junction in October 2005, led by the duo of Robert Beutum and Charles Read. Their shared commitment to delivering exceptional service laid the foundation for a journey of success and client satisfaction. As the years passed, FTS experienced remarkable growth, and the demand for financial planning expertise in Young, NSW, became apparent. Enter Emma Duffey, a brilliant addition to the team in 2010, bringing her expertise and passion to the FTS family. By March 2012, FTS Financial Planning proudly welcomed clients to its very own office in the heart of Boorowa Street, Young, cementing its presence in the local community. At FTS Financial Planning, we take immense pride in our history – a tale of passion, dedication, and unwavering commitment to our clients. Our journey continues, and with each step, we strive to make a meaningful impact in the lives of those we serve. Soon after opening the doors in Boorowa St, FTS Financial Planning outgrew the premises and you will now find us in Lynch St across from the Post Office. Join us as we pave the way for a brighter financial future, where your dreams might actually become a reality. Whether you are just starting out or seeking to secure your legacy, our financial planners are here to guide you on your journey.
FTS Financial Planning is 100% owned by the Directors and Staff of FTS. In other words, no bank or institution owns any of FTS. Without our advice being compromised and holding our own AFSL (License) gives us the freedom to focus solely on you, our valued client. So, why choose FTS? Because we are more than just financial planners – we are your partners in turning aspirations into achievements. With FTS, you can expect unwavering support, personalised service, and a commitment to securing your financial future. Your dreams are our mission! Let's embark on this journey together and unlock the endless possibilities that lie ahead. Contact us today and take the first step towards a brighter and financially secure future.
Life is a journey full of twists and turns, and we understand that change is inevitable. From career advancements to personal relationships, health challenges to shifting economic landscapes, we know that each step comes with its unique set of financial challenges. At FTS, we are here to offer you more than just financial advice – we offer personalised solutions crafted to transform your dreams into actionable plans, no matter what life throws your way. Our team of experts is dedicated to understanding your individual aspirations, so we can tailor our guidance to fit your specific goals, ensuring you stay on track even when faced with life's uncertainties. We firmly believe that money is a means to achieve the life you desire. That's why your dedicated FTS adviser will take the time to genuinely listen to your aspirations and desires. Together, we'll explore a wide array of options and strategies, ensuring you're equipped with the tools to turn your dreams into a reality.
Putting plans into action is just the beginning of our journey with you. We believe in staying by your side every step of the way. Our ongoing advice and services will help keep you in control of your financial future, empowering you to achieve your long-term goals with confidence. What sets FTS apart? As a boutique practice, we pride ourselves on delivering personalized service that truly caters to your unique needs. You won't find a one-size-fits-all approach here – that is what sets us apart from larger firms. At FTS, we are conservative by nature, always prioritising your best interests and financial security. As a fee-based firm, you can trust that our advice is completely impartial and unbiased. We believe in complete transparency, which is why we rebate commissions on all investment recommendations, ensuring our focus is solely on helping you achieve your goals.
We firmly believe in a fee-based agreement so that our service can be tailored to suit your specific financial planning needs. Please contact our office so we can further assess your requirements.
Whether you live in the city or regional NSW, we have offices in both Sydney and Young, which means our team understands the unique needs and challenges of both lifestyles.
