About FI Consult
FI Consult is short for Financial Institution Consulting.
With the introduction of the CoFI Act, Financial Institution will soon replace Financial Services Provider.
We are a consulting-led, strategic partner to financial planning businesses, large and small.
We provide a number of services that help our partner businesses
to take the next steps in their evolution, toward creating the business that they want or innovating the business that they have.
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Financial planning businesses move through growth cycles and are regularly faced with choices at which point they need to make a decision:
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Adapt, innovate and grow.
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Chase tactics and stagnate - or worse, regress.
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Refuse to change and become obsolete.
We help our clients navigate these inflection points
by identifying and working with challenges that hold them back.
Over time, failing to adapt, innovate and grow will result in stagnation or obsolescence,
and in real terms, the business exposes itself to the risk of being swallowed up
by time and technology.
Aligning with a strategic partner mitigates the risk of regression and supports
your business to move forward, grow and scale – or scale back –
ultimately improving profitability and sustainability.
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At a higher level, we work with
Strategy, Operations and Human Engagement.
One level down, we disseminate these into
Systems, Processes and People.
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Our service categories are:
consulting, coaching, strategy, training & education,
public relations, business management, event management,
change management, presentations & workshops,
content development, 360s and psychometrics.
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Underlying each service are dozens of possible themes
that are relevant to every financial planning business,
established or on a growth trajectory.
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Our Relationship
with the Profession
Establishing the Relationship
We enter our client relationships through consulting, projects or tasks.
Based on our understanding of your business, its goals, circumstances and challenges, we will recommend a starting point and suggest a way of working.
At a strategic level, we work with you ON your business.
At an operational level, we work with you IN your business.
At human engagement level, we work with your people, FOR your business.
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Who Advises the Advice Businesses?
Unlike other industries, there is little holistic support for financial services businesses
that want to take the next steps in their evolution..
FI Consult is the only end-to-end consulting partner to financial advisory businesses.
We believe in an authentic and genuine approach to supporting advice businesses to protect what they have built, while at the same time, creating the next version of themselves.
Our Offering is Simple and Flexibile
Our services are retained on a month-to-month basis.
No complicated contracts. No terms & conditions.
We are 100% Independent
FI Consult is wholly owned by its cofounders and is only accountable to its clients.
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The Business of Advice
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Advice is not the business – it’s the product.
Most business owners, leaders and managers often confuse or overlap the two and it is our responsibility to help you to create a clear separation so that you can grow the business, while providing your clients with the advice.
Why FI Consult?
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~ We follow cutting edge financial planning ~
~ We keep up with international trends ~
~ We are immersed in the local environment ~
~ We are connected with the leaders, the influencers and the trend-setters ~
~ We develop our own content and form our own opinions ~
~ Our lead consultants each have over two decades of experience across the many facets of financial services businesses ~
We are not bound by…
~ Institutional red tape ~
~ Legacy beliefs and thinking ~
We are your thinking and execution partners.
Something every business needs.