Consolidated Financial Planning, Gqeberha

Our infrastructure is robust and takes advantage of a number of strategic alliances to provide unique and world class planning tools; business processes and communication solutions. Our technology platform - iSystems - integrates and provides personalised reporting, communication and services on a regular basis. As a professional service offering, our fees will be agreed and paid by you, rather than the industry norm where the product provider pays the planner. At Consolidated your interests and lifestyle are our reason for being. We commit to annual reviews with you so that we always understand your needs and can re-evaluate your plan to suit you. We promise ongoing education and informative updates so that you are always kept in the know about current affairs - both financial and lifestyle. Client events also provide an effective opportunity for you to meet and greet like-minded people as well as our Team. For example, you will enjoy complementary membership to the monthly acsis / Personal Finance Financial Planning Club.