We provide outsourced FM/CFO services to manage the financial operations and provide strategic financial guidance for your business. This is a cost-effective solution for companies that cannot afford to hire a full-time CFO or financial management team.

Our Outsourced financial management services includes the management of cash flow, financial reporting, budgeting and forecasting, tax planning, and risk management. These services are customized to meet the specific needs of the business.

Our Outsourced CFO services includes providing strategic financial planning and advice, financial analysis, financial modeling, and assistance with mergers and acquisitions. We further provide growth and value building strategies to help build sustainable, scalable and sellable businesses.

Outsourcing financial management and CFO services provide several benefits for businesses, including access to experienced financial professionals, cost savings in hiring a full time resource, and increased flexibility to scale up or down as needed.

We provide monthly financial management services to businesses on a monthly basis to help them manage their financial affairs.

The services include tasks such as bookkeeping, managing cash flow, preparing financial statements, budgeting and forecasting, tax planning, risk management, and payroll. These services are customized to meet the specific needs of the business.

The financial management services provides an accurate and up-to-date financial information that they can use to make informed decisions about their operations. By having a clear understanding of their financial position and cash flow, businesses can identify areas for improvement, make better-informed decisions, and plan for future growth.

The outsourcing monthly financial management services are a cost-effective solution for small and medium-sized businesses that do not have the resources to hire an in-house finance team. It can also provide access to specialized expertise and industry knowledge that may not be available in-house.

The services provided includes pre and post investment services to investors.

The goal of pre-investment services is to help businesses make informed investment decisions that align with their strategic objectives and maximize their return on investment. These involve analyzing investment opportunities and conducting due diligence to evaluate the potential risks and rewards of the investment. This may include financial modeling, market research, and valuation analysis.

The goal of post-investment services is to help businesses optimize their investment performance and make necessary adjustments to their investment strategy These services involve ongoing monitoring of the investment and providing strategic advice to help investors manage their investment portfolio effectively. This may include financial reporting, risk management, and assistance with mergers and acquisitions.

We provide strategic consulting and coaching services to businesses to guide and support them in developing and implementing strategic plans.

We work closely with businesses to identify their goals and objectives, analyze their internal and external environment, and develop a strategic plan to achieve their goals.

Once a strategic plan is developed, strategic consulting and coaching services also include ongoing support and guidance to help businesses implement their plan successfully. This may include coaching and training for key stakeholders, monitoring progress towards goals, and making necessary adjustments to the plan as circumstances change.

We use the proven tools to assist businesses to build value by focusing on specific value drivers and way on how to improve.

Integrated wealth management services refer to a comprehensive approach to managing an individual or a family's financial affairs. Our integrated services includes cash flow management, investment management, financial planning, tax planning, estate planning, and risk management.

These aim to provide a holistic view of a client's financial situation and develop a customized plan that addresses the unique needs and goals. This approach allows clients to have a clear understanding of their financial position, identify areas for improvement, and make informed decisions about their financial future.

Our services are for family offices, business owners and professionals with multiple investment portfolios and any decerning prospective investor, who would like to grow the value of their portfolio, and transfer the legacy seamlessly to the heirs.

Our principal advisor is a chartered accountant, tax practitioner and a lawyer has provided the service to a family office for more than a decade

Employee benefits solutions can be an effective retention measure for companies, as they can help to improve employee engagement and job satisfaction. Providing benefits can also demonstrate that the company cares about the well-being of its employees and is willing to invest in them.

By offering a comprehensive benefits package, companies can demonstrate their commitment to their employees' well-being and create a culture of engagement, loyalty, and long-term success.

Managing financial risk is an essential aspect of running a business. Business insurance services provide a way for companies to mitigate financial risks.

Every business needs to be protected against any eventuality and our services are tailored to provide bespoke cover that will suit your business needs.

We provide Business Insurance cover to:

• Property Valuers
• Private Equity Firms

We further provide valuation services for the buy and sell cover