Financial Consultation & Services

Making a fundamental difference for our clients is what motivates us.

Our financial planners will guide you to make the right decisions so you can live life on your terms.

Our Approach to Financial Consulting

We are passionate about providing you with expert financial management skills. Fio is a bespoke business solutions consultancy. It’s our job to look at your business from a holistic viewpoint, analyse the current financial situation and offer top tier, real-world recommendations to boost your growth potential.

We are an independent financial advisory firm

What sets us apart from other companies is that we are an independent financial advisory firm and will never tout any specific insurance product or company. We advise you about extra costs financial institutions may be trying to hide and in so doing, provide you with the understanding to make an informed decision.

Deliver the best financial advice to suit your growth aspirations

We believe wisdom should never be selfishly guarded. Our team of elite IFAs will provide you with an objective analysis of your business’s financial position to measure accomplishable short, medium and long-term goals.

We’ve found start-ups and SMEs struggle unnecessarily because they don’t have the necessary wealth management infrastructure in place. From budget planning, to sustaining cash flow to retirement plans for your employee, we can advise you on your choices to make the difference between the success or failure of your business. Our financial planners will guide you to make the right decisions to enjoy the benefits of being an entrepreneur.

Build long-lasting wealth management partnerships

Our IFAs remain at your side throughout your entire journey. Entrepreneurialism is dynamic; there are always ways to grow your wealth. You may reach a point where you attract interest from investors; we’ve got you covered; you may want to expand and implement a franchise model, we’ve got you covered. With us, it’s easier to prosper.

Pretoria South Africa

Selati Park, Suite 2
36 Selati Street
Alphen Park
Pretoria 0081

Cape Town South Africa

50 Long Street
Western Cape
Cape Town
8000

Lisbon Portugal

Rua Santo Amaro 148
First Floor
Alcantara
Lisbon 1300-516