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

How we Serve the

Financial Planning Profession

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

See our Services

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

Your Consulting Partners

Co-Founders and Directors of FI Consult

Jason Bernic

David Kop

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

Wed, 09 Apr
Free Webinar: What's in the Numbers?
MS Teams
Get Info
09 Apr 2025, 12:00 – 13:00
MS Teams
Revenue per planner, utilisation rate, collection rate, client acquisition cost - do these metrics sound like a foreign language? If so, you’re not alone! See more info below.
Wed, 14 May
Workshop: Client Charging & Advisor Remuneration
Johannesburg
Get Info
14 May 2025, 07:30 – 17:00
Johannesburg, 2 Bruton Rd, Bryanston, Sandton, 2191, South Africa
A deep dive into Client Charging & Advisor Remuneration where we explore the current landscape and help you prepare for the future. Click Info & Tickets for more information and to reserve your seat.

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.

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

MANAGEMENT CONSULTING OPERATIONS MANAGEMENT EXECUTIVE COACHING FUNCTIONAL STRATEGY 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