Planners How we add value to your business

How we add value to your business

Online business tools
that will allow you to assess your business and client management status and benchmark your practice against local and global best principles.

A business management consultancy
offering qualified, experienced practice managers to assist business owners in dealing with management and related issues.

A business development programme
tailored to assist you in focusing on key value drivers within your business and aspects of management requiring further attention.

International research
studying best practice principles that have been successfully implemented in similar businesses.

External specialists
that provide services not normally available via product providers.

Structured training and development
that conform to the continuous development programme (CPD) requirements of the Financial Planning Institute (FPI) and Financial Services Board (FSB).

Workshops and seminars
that address key elements of business management and that remain relevant to South African conditions and requirements.

Support staff training
programmes designed to enhance efficiency and facilitate personal development.

Online portals
designed to keep users informed of important and relevant current news, issues and events.

Should you be interested in finding out more about our offerings, feel free to contact us.