About Us
Who we are
At First Consult, we're dedicated to revolutionizing the way People approach Financial planning.
Our Approach
At First Consult SA, we believe that financial planning is not just about money—it’s about helping you live a life that aligns with your values and aspirations. Our step-by-step process ensures clarity, confidence, and control over your financial future:
1. Discovery Process: We start by understanding your values, goals, and current financial reality.
2. Financial Road Map: We create a personalised plan that provides clarity and direction.
3. Implementation Plan: We break down your financial plan into actionable steps.
4. Ongoing Support: We provide regular progress reports and updates to keep you on track.
Our Value Proposition
We help you live your ideal life by:
– Aligning your financial choices with your goals and values.
– Simplifying and organising your financial life.
– Providing confidence that you’re on track, no matter what happens in the markets or the economy.
– Freeing up your time and energy to focus on what matters most to you.
Our Ideal Client
The clients we serve best are:
– Financial Delegators: Individuals who trust professionals to manage their finances while they focus on family, hobbies, and life experiences.
– Purpose-Driven: People who want to live life on purpose and value simplicity, freedom, and peace of mind.
– Family-Oriented: Those who prioritise spending quality time with loved ones and want to secure their family’s future.
– Value-Conscious: Clients who appreciate professional expertise and are willing to invest in quality advice.
Our 10 Deliverables
As part of our comprehensive financial service, we provide:
1. Financial Road Map: Annual updates to your personalised financial plan.
2. Implementation Plan: A clear, actionable list of steps to achieve your goals.
3. Progress Reports: Regular updates on your financial progress.
4. Growth Asset Strategy: Annual reviews of your investment strategy.
5. Income Tax Planning: Proactive tax planning to minimise liabilities.
6. Tax Preparation Coordination: Assistance with tax return preparation.
7. Estate Planning Coordination: Updates to your estate plan to protect your legacy.
8. Goal Review and Notification: Proactive reminders and strategies for achieving your goals.
9. Cash and Debt Management: Advice on managing cash flow and eliminating debt.
10. Insurance Reviews: Ensuring you have the right coverage at the best price.
Professional Expertise
Proven Strategies
Personalized Support
"Cultivate discipline in your strategy, patience in your approach, and resilience in adversity. In the volatile world, it's not just about making the right moves, but weathering the storms with unwavering confidence. Remember, success isn't just about the wins; it's about how you bounce back from the losses. Stay focused, stay sharp, and let your strategy speak volumes."
David Williams
Our Accreditations
First Consult SA (FSP 44958) is proud to be contracted to and accredited with most major Long-Term Insurance, Short-Term Insurance, Health, and Gap Cover providers in South Africa. This allows us to offer you a wide range of products and solutions tailored to your specific needs, ensuring you receive the best possible advice and coverage
