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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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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.

  • 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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