Frequently Asked Questions

What services do you offer?

We offer personalized financial guidance, investment and retirement planning, financial management and review, and financial education and empowerment through workshops and literacy clubs.

Who can benefit from your services?

Our services are designed for individuals of all ages seeking financial prosperity, from students to working professionals, retirees, families, Investment clubs and Sacco’s.

How do I schedule a consultation?

You can schedule a consultation through our website or by contacting us directly via phone (+2560200900669) or  email().

What is your pricing structure?

We offer various pricing models based on the services selected. See our pricing section for details.

Do you provide services remotely?

Yes, we offer both onsite and offsite consultations to accommodate your needs.

What makes you qualified to provide financial advice?

Our team consists of experienced financial professionals with extensive training and expertise in financial planning and management.

How do you ensure confidentiality?

We adhere to strict privacy policies and regulations to ensure that all client information is kept confidential.

Can you help with debt management?

Yes, we provide strategic debt management services to help you achieve financial stability.

How often do I need to meet with you?

The frequency of meetings depends on your specific needs and the service package you choose.

How do you charge for your services?

Short Questions:        

  • UGX 15,000 per individual question
  • UGX 50,000 for a cluster of 5 questions
  • Payment Terms: Share your question on the website along with proof of payment via MoMo Pay or Airtel Money Pay.

 

Special Consultations:

  • Offsite (Kampala): UGX 70,000/hour for the first 2 hours, then UGX 50,000/hour after
  • Onsite: UGX 50,000/hour for the first 2 hours, then UGX 30,000/hour after
  • Payment Terms: Book an appointment with proof of payment for at least 1 hour.

 

Plan Management Packages:

  • Monthly (UGX 150,000): 4 hours of consultation per month
  • Quarterly (UGX 300,000): 12 hours, market updates, and profile review
  • Semi-Annual (UGX 450,000): 60 hours, mini financial health check, and updates
  • Annual (UGX 700,000): Unlimited hours, full health check, portfolio review, and family consultation

 

Payment Terms: As agreed upon in the contract.

How is FWS Financial Advisory different from other financial or investment advisors?

At FWS Financial Advisory, we prioritize our fiduciary duty to our clients, ensuring that your interests come first in all decisions. Our approach combines personalized guidance, deep empathy, and ongoing education, tailored to your unique financial journey. We go beyond typical financial advice, focusing on holistic well-being and providing long-term support to navigate the specific individual challenges of our customers.

What should I prepare before my consultation?

Please gather any financial related information & documents, including income statements, expenses, and existing investment portfolios to facilitate a more productive discussion.