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Services Business Planning

We believe financial planning is for everyone

By definition financial planning is about creating a strategy to help you to achieve the life you've imagined for you and your family.

Business Planning

Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.

Client Benefit

Risk Management

Our deep technological expertise and cross-industry knowledge is evident in over 60 client relationships within all corners of the industry.You focus on core business, we take care of run-rate infrastructure as well as the value add projects

Customer Engagement

We help you achieve sustainable improvements in revenue and market opportunities through bespoke branded product and technology service offerings. These could be product portfolio improvements like personalized customer engagement.

Negative Balance Protection

Through the use of an automated transaction monitoring and risk management system, a Consulting WP client’s account will never be allowed to reach negative balance.

Extreme Transparency Policy

Our Extreme Transparency Policy ensures that the client receives a transparent price feed, transparent liquidity, transparent historical data, transparent market information at all times.

 

Our brand promise, Count on more, is at the core of everything we do, and our diversified business model is unlike any other in the industry.

How it Works

We believe in keeping things simple. We have a straight forward 3 step processes to deliver your business plan to you in an electronic format:

Step 1: Information gathering

We work as a team with you to finalise your business plan. That means we need to understand your business and your intentions for future development. We gather this information by asking you to complete an in-depth questionnaire.

 Step 2: Preparation of plan

As you know your business best, we believe this is the ideal way to develop your plan. We combine the information you provide with our experience and technique to fill in the gaps and develop the tailor made plan for your business venture.

 Step 3:  Completion

You receive complete rights to the plan we produce for you at the end of the process which generally takes only 10 days. We will make any clarifications, alterations and corrections for a period of 30 days after the delivery of the initial completed plan. Why wait – we can get started with your business plan right away!

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