About Us | Overview

Consolidated Financial Planning (Consolidated) is an authorised financial planning business that provides professional and independent advice. Our focus is to provide you with a financial plan tailored to your lifestyle needs and goals. We refer to this as a "lifestyle financial plan". It is a living plan which reflects the dynamic events and goals relevant to you rather than being a static document.

about us

Our service offering...
Our focused service offering is provided by three specialist teams, namely, Private Clients; Corporate Solutions and Employee Benefits.

Our infrastructure...
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.

 

 

Print button
Consolidated is an authorised Financial Services Provider | Consolidated Disclaimer | POP Software
About Us
Overview
Our service offering
Our infrastructure
Our Shareholders
Vision and Mission
Our People
Our Board
Our Management
Planner Profiles
Private Clients
Our planning philosophy
A comprehensive plan
Our approach
Corporate Solutions
Overview
Financial Literacy
Employee Benefits
Overview
Our People
The Consulting Process
Our Services
Strategic Partnerships
Our Promise
Media Centre
Overview
Articles
Newsletters
Press
Multimedia
Brochures
Other
MONEY TALK Transcripts
acsis Interest
Events
Johannesburg
Tshwane
Eastern Cape
Western Cape
KwaZulu-Natal
Financial Planning Club
Contact Us
Our Offices
Johannesburg
Tshwane
Eastern Cape
Western Cape
KwaZulu-Natal
Common Questions