Financial Services

Financial Consultancy and Retainership

We provide retainership services for clients who prefer a long-range predictable financial solution and engagement. This makes it possible to meet clients call on demand depending on the terms of the retainership.

This allows us to meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. We thus help clients with financial planning decisions that will enhance and facilitate short, medium and long term financial goals.

Financial and Business Reviews

It is important to review the financial performance of the business on a regular basis.

We help identify how you can make the most of the market position you’ve established and decide where to take your business next. We revisit and update your business plan with your new strategy in mind and make sure you introduce new business opportunities and developments.

We also:

  • Assess your core activities
  • Assess your business efficiency
  • Review your financial position
  • Conduct a competitor analysis
  • Conduct a customer and market analysis
  • Use your review to redefine your business goals
  • Models for your strategic analysis
  • Break down your strategic review