Creating an inspiring financial strategy based on what is important to you. Helping you to Live Your Ideal Life.
At First Consult, we recognize that there are things in life that are more important than money. We are passionate about helping people live their ideal life by helping them get their financial house in order and keep it that way forever. The end result is that people should be able to spend more quality time doing the things in life that are more important to them than money.
The team of trusted and qualified First Consult advisors based in Kwazulu Natal and Cape Town pursue this by utilizing a step by step process to move people towards their goals by utilising an initial discovery process that helps their clients identify values, establish goals and benchmark their current financial reality. What you end up with is a Financial Road Map that helps give people clarity about their financial future.
We find that those individuals who are the best fit are financial delegators and are content to leave the financial micro-managing to professionals, allowing them to focus their attention on friends, family, community, hobbies, travel, and enjoying their lives.
To create an inspiring financial strategy based on what is important to our clients. Helping them to live their ideal life.
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