The primary areas we cover are analyses of clients’ investment profiles, assessment of financial risk, asset allocation strategies, succession planning management, and wealth portfolio management. Our objective is simply to optimise if not maximise financial well-being.

Working on behalf of clients, and after a comprehensive technical analysis to determine each individual’s financial circumstances, objectives, and requirements; we may, if appropriate, place business with major international or local financial institutions in accordance with clients’ financial profiles and approvals. We are service driven, not sales!

Our remuneration may be either fee or commission based, though we prefer to take a long-term approach towards relationship-building. Ultimately, our income depends on the services provided, the volume of business placed, and the level of services that will be required in the future in servicing our clients’ accounts.

PFP Financial Consulting is managed by Cassim Jivraj, a CFA charterholder. He is a founding and Executive Board member of the East African Society of Investment Professionals (EASIP) and a member of the CFA Society of the UK, formerly known as the UK Society of Investment Professionals (UKSIP). Having attained the Diploma in Insurance, he is currently also pursuing further qualifications with the Chartered Insurance Institute, UK.

PFP Financial Consulting: There when you need us!