Fi Consult

FI Consult is an industry-first consulting business, founded by David Kop CFP® & Jason Bernic CFP® We partner with Financial Planning businesses around strategy, operations and human engagement, to unlock potential and lock in value. We work on and in our client businesses to help them take the next steps toward business evolution. We do this by taking them through a process, not dissimilar to that of financial planning: Understanding >> Possibility >> Action. Through a comprehensive enquiry, we identify opportunities to improve, create themes with which to work and close the gaps that are holding the business back, ultimately supporting our clients to take their business to where they want it to be. We have not officially launched but we are in business, already working with a handful of financial planning businesses. Press releases have gone out and we’ll receive media coverage, along with our web site going live in April. In the meantime, any enquiries can be directed to hello@ficonsult.co.za