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We Consult, Provide Services and Develop Products for Financial Services Provider Businesses

Financial Institution Consult is a Strategic Partner to FSP businesses, working with Strategy, Operations, Human Capital and Mergers & Acquisitions.
> more about us

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We are the Advisors
to the Advice Businesses

FI Consult is the only holistic, end-to-end consulting partner
to Financial Services businesses.
> find out more

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Advisor Resource

Now Live: The Client Acquisition Blueprint for Financial Advisors

December is a natural point in the year for both firms and advisors to reflect on performance and plan for a stronger 2026.

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The Client Acquisition Blueprint is a comprehensive 190-page eBook, supported by five bonus guides, filled with practical tools, scripts, strategies, and real-world approaches that help advisors build consistency, strengthen prospecting, and create a more reliable client pipeline. It is a complete resource your advisors can apply immediately to support meaningful growth.

This is a specialised FI Consult resource designed for financial advisors within your business.

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Your Consulting Partners

FI Consult Leadership Team

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Our Upcoming Events
For all events, ours and yours, click here.

  • Insane Prospecting Bootcamp - JOHANNESBURG
    Insane Prospecting Bootcamp - JOHANNESBURG
    Wed, 28 Oct
    The Tryst
    28 Oct 2026, 08:00 – 18:00
    The Tryst, 20 Archimedes St, Kramerville, Sandton, 2090, South Africa
    This is a full-day workshop dedicated to supporting financial advisors to get in front of potential new clients and grow their businesses.
  • Insane Prospecting Bootcamp - CAPE TOWN
    Insane Prospecting Bootcamp - CAPE TOWN
    Mon, 09 Nov
    The Tryst
    09 Nov 2026, 08:00 – 18:00
    The Tryst, 224 Sir Lowry Rd, Woodstock, Cape Town, 7925, South Africa
    This is a full-day workshop dedicated to supporting financial advisors to get in front of potential new clients and grow their businesses.
  • The 6th Sense - A Client Experience
    The 6th Sense - A Client Experience
    Mon, 16 Nov
    Online - Zoom
    16 Nov 2026, 12:00
    Online - Zoom
    A free webinar for the owners and leaders of financial planning businesses on the experience clients have at your office, and why it influences loyalty and referrals more than most businesses realise.
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