Question 1

What is Forte Wealth Advisory?

Accepted Answer

Forte Wealth Advisory (FWA) is a registered wealth advisory firm that provides personalised financial guidance, investment planning, and ongoing client relationship management to help you achieve your wealth preservation and growth goals.

Question 2

Is Forte Wealth Advisory registered?

Accepted Answer

Yes. Forte Wealth Advisory is a registered wealth advisory firm operating in full compliance with applicable Malaysian regulations. We are committed to the highest standards of transparency, governance, and client protection.

Question 3

Where is Forte Wealth Advisory located?

Accepted Answer

Forte Wealth Advisory is headquartered in Kuala Lumpur, Malaysia. Our offices are located at Level 18, Menara Forte, Jalan Sultan Ismail, 50250 Kuala Lumpur. We welcome clients to schedule an appointment to visit us during business hours.

Question 4

What services does Forte Wealth Advisory provide?

Accepted Answer

We offer three core services: Wealth Advisory (personalised financial guidance and risk profiling), Investment Planning (strategic portfolio design and wealth preservation guidance), and Client Relations & Support (ongoing communication, transparent reporting, and proactive relationship management).

Question 5

How does the advisory process work?

Accepted Answer

Our advisory process begins with a thorough suitability assessment and risk profiling. We take the time to understand your financial objectives, risk appetite, and personal circumstances. Based on this assessment, we recommend suitable wealth solutions and investment strategies that align with your long-term goals.

Question 6

Does Forte Wealth Advisory manage my money directly?

Accepted Answer

Forte Wealth Advisory provides advisory and planning services. We do not directly manage client funds. Our role is to provide personalised financial guidance, help you develop sound investment strategies, and support you with ongoing relationship management throughout your wealth journey.

Question 7

How does FWA ensure its recommendations are suitable for me?

Accepted Answer

Every engagement begins with a comprehensive suitability assessment that covers your financial goals, risk tolerance, investment horizon, and personal circumstances. Our advisors use this information to match you with appropriate solutions, ensuring that every recommendation is tailored to your specific needs.

Question 8

Does Forte Wealth Advisory offer Shariah-compliant guidance?

Accepted Answer

Yes. Forte Wealth Advisory provides guidance on Shariah-compliant wealth solutions designed to meet the needs of clients who seek investment approaches that adhere to Islamic finance principles, ensuring that recommendations are aligned with Shariah requirements.

Question 9

How is Shariah compliance ensured?

Accepted Answer

Shariah compliance is maintained through a rigorous framework that includes oversight by qualified Shariah advisors, adherence to established Islamic finance principles, and regular reviews to ensure ongoing compliance. Each Shariah-compliant solution is designed to avoid prohibited elements such as riba (interest), gharar (excessive uncertainty), and non-halal activities.

Question 10

Can I receive guidance on both conventional and Shariah-compliant solutions?

Accepted Answer

Yes. Forte Wealth Advisory offers guidance on both conventional and Shariah-compliant wealth solutions. During the suitability assessment, your advisor will discuss your preferences and help you choose the approach that best aligns with your values and financial objectives.

Question 11

How do I get started with Forte Wealth Advisory?

Accepted Answer

Getting started is simple. You can reach out to us via our Contact page, call us, or send us a message on WhatsApp. We will schedule an initial consultation where we learn about your financial goals and explain our services. There is no obligation during this first meeting.

Question 12

What documents should I prepare for the initial consultation?

Accepted Answer

For the initial consultation, it is helpful to have your identification documents (IC or passport), a general overview of your current financial position, and any specific financial goals or concerns you would like to discuss. Your advisor will guide you through any additional documentation required as the process progresses.

Question 13

Is there a minimum engagement amount?

Accepted Answer

Engagement terms vary depending on the specific advisory services you require. Your FWA advisor will provide full details on fee structures and service terms during the advisory process. We aim to make quality wealth advisory accessible to a wide range of clients.

Frequently Asked Questions

About FWA

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