We consult to Financial Institutions
on strategy, operations and human engagement.
Our mission is to help Advice Businesses
unlock potential and lock in Value.

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We consult to Financial Institutions
On strategy, operations and human engagement.
Our mission is to help Advice Businesses
unlock potential and lock in Value.

scroll down arrows

Success FI

PARTNERSHIP

We partner with our clients to work ON and IN their businesses, to take them from where they are to where they need to be.

This means evolving the business to align with its mission and vision. And where they don’t exist, we help to create them through a functional, strategic process.

BUSINESS EVOLUTION

Advice businesses experience growth and transformation when paying attention to themes such as:

The S-CURVES OF BUSINESS

Every so often, every business reaches inflection points where they need to make a decision:

Whether you are maintaining or scaling (or scaling back), you would benefit from innovating the business and reviewing your client value proposition, to remain relevant.

We call this the real value of what you have to offer.

WHO ADVISES THE ADVICE BUSINESSES?

Unlike other industries, there is little holistic support for financial advice businesses that are considering their future.

FI Consult is the only end-to-end consulting partner to financial advisory businesses.

We believe in an authentic and genuine approach to supporting advice businesses to protect what they have built, while at the same time, creating the next version of themselves.

OUR OFFERING IS SIMPLE AND FLEXIBLE

Our services are retained on a month-to-month basis. No contracts. No terms & conditions.​

WHY FI CONSULT?

We follow cutting edge financial planning.

We keep up with international trends. 

We are immersed in the local environment. 

We are connected with the leaders, the influencers and the trend-setters.

We develop our own content and form our own opinions.

WE ARE NOT BOUND BY:

Institutional red tape

Legacy beliefs and thinking

We are… consultants, coaches & advisors. Something every business needs.

WE ARE 100% INDEPENDENT

WE ARE 100% INDEPENDENT

FI Consult is wholly owned by its cofounders and is only accountable to its clients. 

THE BUSINESS OF ADVICE

THE BUSINESS OF ADVICE

Advice is not the business – it’s the product. 

Most business owners, leaders and managers often confuse or overlap the two and it is our responsibility to help you to create a clear separation so that you can grow the business, while providing your clients with the advice. 

WE DON’T KNOW EVERYTHING,

but we don’t work alone.

We outsource, insource, contract and sub-contract anyone we need, when we need them.

And we also call on, soundboard and run think tanks with businesses, in and out of our client community, so that we keep our own thinking in check. The work that we do is real, relevant, practical and executable.

OUR TEAM

Jason Bernic, CFP

Co-founder of FI Consult, Director of Success Coaching, Owner of Insane Prospecting, Executive Life Coach, former Financial Planning Coach, former International Wealth Manager, 20 years in the financial planning profession.

Jason Bernic, CFP

David Kop, CFP

David Kop, CFP

Co-founder of FI Consult, Keynote speaker, former Director of the FPI, former Financial Planner, former Para-planner, 25 years in the financial planning profession.

Get in touch with us

2 Bruton Road, Bryanston, Johannesburg

+27 10 300 0801

+27 71 868 9312