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We are Strategic Partners to Financial Services Providers.

Financial Institution Consult is a management consulting firm that works exclusively with businesses that provide advice of a financial nature.

Our consulting is both an approach and a service.
> more about us

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How we Serve the

Financial Planning Profession

MANAGEMENT CONSULTING
OPERATIONS MANAGEMENT
EXECUTIVE COACHING
FUNCTIONAL STRATEGY
OUTSOURCED KI SERVICE
TRAINING & EDUCATION
PUBLIC RELATIONS
EVENTS + MANAGEMENT
CHANGE MANAGEMENT
PRESENTATIONS & WORKSHOPS
KEY NOTE ADDRESSES
CONTENT DEVELOPMENT
360s & PSCHOMETRICS

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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Your Consulting Partners

FI Consult Leadership Team

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

  • M&A Mastermind - Acquirer's Perspective (JOBURG)
    M&A Mastermind - Acquirer's Perspective (JOBURG)
    Tue, 27 Jan
    Joburg Northern Suburbs - Location TBC
    27 Jan 2026, 09:00 – 12:00
    Joburg Northern Suburbs - Location TBC
    A focused half-day workshop for acquirers who want to develop a clear strategy, source the right targets, pitch effectively, and structure the deal with confidence.
  • M&A Mastermind - Acquiree's Perspective (CAPE TOWN)
    M&A Mastermind - Acquiree's Perspective (CAPE TOWN)
    Tue, 10 Feb
    Location is TBC
    10 Feb 2026, 09:00 – 12:00
    Location is TBC
    Thinking of selling your business or just want to understand the game before it plays you? This focused workshop unpacks the key considerations, questions, and negotiation points every FSP should know before stepping into an acquisition conversation.
  • M&A Mastermind - Acquirer's Perspective (CAPE TOWN)
    M&A Mastermind - Acquirer's Perspective (CAPE TOWN)
    Wed, 11 Feb
    Cape Town - Location TBC
    11 Feb 2026, 09:00 – 12:00
    Cape Town - Location TBC
    A focused half-day workshop for acquirers who want to develop a clear strategy, source the right targets, pitch effectively, and structure the deal with confidence.

PoWA

Our Panel of Wise Advisors is a collective of financial planning business owners, and industry leaders, that meet every 6 weeks to discuss the ins and outs of leading a financial planning business. 
This is by invitation only but the learnings and insights are often shared through our newsletter.

Sign up here.

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