Faithfull Financial Stewardship
Your partner in Legacy planning and Financial freedom
About
Because Financial Planning Should Feel Personal
At Fidelity Wealth, we believe financial planning is more than numbers — it’s about people, families, and futures. Our role is to walk with you through every stage of life, helping you protect what matters, grow your investments, and create a legacy that lasts. Together, we’ll turn financial planning into freedom, confidence, and peace of mind.
Our Services
What we do
01
Legacy Planning
No one likes to think about it — but making sure your affairs are in order is one of the greatest gifts you can give your family.
A properly drafted Last Will and Testament means your loved ones don’t have to face confusion or stress later on. We’ll help you make sense of the process, set up your estate, and record your wishes clearly so everything is handled exactly the way you intend.
This isn’t just about paperwork — it’s about leaving peace, not problems, and making sure the people you love are taken care of.
02
Long Term Insurance
Life changes fast — but when it does, you want to know the people you care about are protected.
Our long-term insurance is about more than just policies and paperwork — it’s about peace of mind. Together, we’ll find the right mix of life cover, disability protection, and severe illness benefits to fit your family’s needs and your stage of life.
No confusing jargon — just clear guidance and a plan that makes sense for you. Because protecting your family’s future should feel simple and secure.
03
Investments
Investing isn’t only about returns — it’s about freedom, choices, and peace of mind.
We take the time to understand where you are, where you’d like to be, and what really matters to you. Then, we help you build an investment plan that’s clear, flexible, and designed to grow steadily over time.
Whether you’re saving for your children’s future, planning a big goal, or just want your money to work harder for you, we’ll walk the journey together — step by step, with honesty and simplicity.
04
Retirement Planning
Plan a retirement you’ll actually enjoy. Get personal advice and a clear roadmap for financial freedom and peace of mind.
Retirement should be something to look forward to — not worry about. We’ll help you put a plan in place that ensures you can live the life you’ve worked so hard for.
Our retirement planning process is practical and personal. We look at what you’ve already built, what you still need, and how to bridge that gap — using smart savings, retirement annuities, and Investment options that suit your lifestyle.
You deserve to retire with confidence — and still have room for the things (and people) that matter most.
05
Income Protection
Protect your income and lifestyle with income protection and disability cover. Stay financially secure when life takes an unexpected turn. If something unexpected happens and you can’t work, your income shouldn’t stop.
That’s where income protection and disability cover come in. We’ll help you build a plan that keeps you on your feet financially — so you can still take care of your family, your bills, and your future, even when life doesn’t go to plan. You’ve worked hard to build your life.
Let’s make sure it’s protected if you’re ever unable to work for a while.
06
Key Person Insurance
Every business has those few people it simply can’t do without — the ones whose skills, knowledge, or relationships keep everything running. But what happens if something unexpected happens to them? Key Person Insurance helps protect your business from that financial shock. It ensures your company has the funds to recover, replace key talent, and keep operations steady if a key partner, founder, or employee passes away or becomes disabled. We’ll help you identify the key players in your business, calculate the right level of cover, and put a plan in place that safeguards the company’s future.
abundance is available to everyone
“Money is just a tool — what matters is how you use it to build freedom, security, and a future worth remembering.” - Us
F.A.Q.
Find answers to commonly asked questions about our services and trading strategies
Is investing only for people with lots of money?
Not at all. You can start investing with small, consistent amounts — and over time, that’s what makes the biggest difference. It’s less about the amount you start with and more about the habit of staying consistent.
Why do I need a will if I don’t have many assets yet?
A will isn’t just for the wealthy — it’s for anyone who wants clarity and peace of mind for their loved ones. Even if you have modest assets, your will ensures your wishes are honoured and your family is protected from unnecessary stress or disputes later on.
How often should I update my will?
It’s a good idea to review your will every few years — or whenever something major changes in your life, like marriage, having children, buying property, or starting a business. Keeping it current means your plan always reflects your reality.
What’s the difference between life cover and long-term insurance?
Life cover is part of long-term insurance — it pays out a lump sum to your loved ones if you pass away. Long-term insurance also includes benefits like disability and critical illness cover, which protect you and your family while you’re still alive.
How much cover do I actually need?
The right amount depends on your income, debts, family needs, and future goals. We’ll sit down together and calculate a level of cover that makes sense — enough to protect your family, but never more than you really need to pay for.