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 and PFP Insurance Advisors are managed by Cassim Jivraj, DipCII, CFA. He is a member of the East African Society of Investment Professionals (EASIP) in which he served as one of the founding Executive Board Members for over 2 years. He is also a Regular Member of the CFA Institute, Charlottesville, USA, a Regular Member of the CFA Society of the UK and a Diploma-holder Member of the Chartered Insurance Institute, UK.

PFP Financial Consulting: There when you need us!